Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.009 | 0.114 | 25 |
1 month | 0.006 | 0.010 | 3 |
3 months | -0.037 | 0.059 | 26 |
1 year | 0.117 | 0.328 | 7 |
3 years | 0.108 | 0.118 | 5 |
5 years | 0.124 | 0.115 | 14 |
10 years | 0.082 | 0.090 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.195 | — |
2023 | 0.213 | — |
2022 | -0.168 | — |
2021 | 0.172 | — |
2020 | 0.148 | 0.135 |
2019 | 0.213 | 0.213 |
2018 | -0.093 | -0.079 |
2017 | 0.204 | 0.158 |
2016 | — | 0.079 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.015 | — | — | — |
2024 | 0.096 | 0.034 | 0.055 | 0.000 |
2023 | 0.061 | 0.057 | -0.024 | 0.108 |
2022 | -0.055 | -0.142 | -0.044 | 0.073 |
2021 | 0.047 | 0.072 | -0.009 | 0.054 |
2020 | -0.181 | 0.173 | 0.068 | 0.119 |
2019 | 0.113 | 0.027 | 0 | 0.060 |
2018 | -0.015 | 0.017 | 0.044 | -0.133 |
2017 | 0.052 | 0.034 | 0.050 | 0.054 |
2016 | 0.028 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.117 |
3 years | 0.108 |
5 years | 0.124 |
10 years | 0.082 |