Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.077 | 0 | 35 |
1 month | 0.062 | 0 | 2 |
3 months | 0.153 | 0 | 4 |
1 year | 0.167 | 0 | 4 |
3 years | 0.140 | 0 | 6 |
5 years | 0.143 | 0 | 7 |
10 years | 0.120 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.209 | — |
2023 | 0.174 | — |
2022 | -0.075 | — |
2021 | 0.220 | — |
2020 | 0.070 | — |
2019 | 0.166 | — |
2018 | -0.088 | — |
2017 | 0.164 | — |
2016 | 0.332 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.053 | 0.071 | — | — |
2024 | 0.090 | 0.033 | 0.001 | 0.073 |
2023 | 0.038 | 0.023 | 0.023 | 0.080 |
2022 | -0.020 | -0.078 | 0.004 | 0.018 |
2021 | 0.081 | 0.068 | 0.010 | 0.046 |
2020 | -0.202 | 0.193 | 0.036 | 0.086 |
2019 | 0.082 | 0.047 | 0.015 | 0.014 |
2018 | -0.055 | 0.073 | 0.032 | -0.128 |
2017 | 0.063 | -0.005 | 0.044 | 0.054 |
2016 | 0.050 | 0.045 | 0.105 | 0.098 |
2015 | 0.093 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.167 |
3 years | 0.140 |
5 years | 0.143 |
10 years | 0.120 |