Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.001 | 0 | 21 |
1 month | 0.026 | 0 | 74 |
3 months | 0.012 | 0 | 44 |
1 year | 0.083 | 0 | 48 |
3 years | 0.141 | 0 | 23 |
5 years | 0.210 | 0 | 8 |
10 years | 0.130 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.128 | — |
2023 | 0.254 | — |
2022 | -0.017 | — |
2021 | 0.314 | — |
2020 | 0.144 | — |
2019 | 0.155 | — |
2018 | 0.045 | — |
2017 | 0.250 | — |
2016 | 0.053 | — |
2015 | 0.032 | — |
2014 | 0.434 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.024 | — | — | — |
2024 | 0.014 | 0.131 | 0.059 | -0.070 |
2023 | -0.035 | 0.128 | 0.035 | 0.113 |
2022 | -0.021 | -0.108 | 0.095 | 0.028 |
2021 | 0.052 | 0.090 | 0.109 | 0.033 |
2020 | -0.283 | 0.184 | 0.092 | 0.234 |
2019 | 0.059 | 0.035 | 0.005 | 0.049 |
2018 | -0.031 | 0.051 | 0.007 | 0.019 |
2017 | 0.116 | 0.032 | 0.012 | 0.072 |
2016 | -0.013 | 0.070 | 0.077 | -0.074 |
2015 | 0.047 | -0.003 | -0.022 | 0.011 |
2014 | 0.069 | 0.152 | 0.074 | 0.084 |
2013 | 0.010 | -0.018 | 0.102 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.073 |
3 years | 0.141 |
5 years | 0.210 |
10 years | 0.130 |