Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.029 | 0 | 25 |
1 month | 0.036 | 0 | 24 |
3 months | 0.041 | 0 | 2 |
1 year | 0.096 | 0 | 10 |
3 years | 0.190 | 0 | 3 |
5 years | 0.248 | 0 | 5 |
10 years | 0.149 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.176 | — |
2023 | 0.281 | — |
2022 | 0.075 | — |
2021 | 0.300 | — |
2020 | 0.142 | — |
2019 | 0.105 | — |
2018 | 0.002 | — |
2017 | 0.339 | — |
2016 | 0.088 | — |
2015 | 0.008 | — |
2014 | 0.422 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.007 | — | — | — |
2024 | 0.084 | 0.078 | 0.086 | -0.074 |
2023 | -0.029 | 0.109 | 0.061 | 0.122 |
2022 | 0.007 | -0.077 | 0.085 | 0.066 |
2021 | 0.064 | 0.081 | 0.122 | 0.007 |
2020 | -0.285 | 0.200 | 0.074 | 0.238 |
2019 | 0.043 | 0.025 | -0.019 | 0.053 |
2018 | -0.052 | 0.028 | 0.025 | 0.003 |
2017 | 0.117 | 0.043 | 0.052 | 0.093 |
2016 | -0.034 | 0.099 | 0.060 | -0.032 |
2015 | 0.032 | -0.014 | -0.022 | 0.013 |
2014 | 0.068 | 0.170 | 0.066 | 0.067 |
2013 | 0.023 | 0.020 | 0.108 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.086 |
3 years | 0.190 |
5 years | 0.248 |
10 years | 0.149 |