Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.052 | 0 | 47 |
1 month | -0.038 | 0 | 54 |
3 months | -0.067 | 0 | 56 |
1 year | 0.026 | 0 | 34 |
3 years | 0.006 | 0 | 54 |
5 years | 0.047 | 0 | 55 |
10 years | 0.025 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.144 | — |
2023 | 0.054 | — |
2022 | -0.157 | — |
2021 | 0.034 | — |
2020 | 0.100 | — |
2019 | 0.200 | — |
2018 | -0.110 | — |
2017 | 0.208 | — |
2016 | 0.138 | — |
2015 | -0.044 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.014 | — | — | — |
2024 | 0.043 | 0.055 | 0.043 | -0.003 |
2023 | 0.025 | 0.002 | -0.005 | 0.032 |
2022 | -0.052 | -0.054 | -0.068 | 0.008 |
2021 | 0.066 | 0.034 | -0.067 | 0.005 |
2020 | -0.204 | 0.152 | 0.054 | 0.139 |
2019 | 0.119 | -0.012 | -0.001 | 0.086 |
2018 | -0.011 | -0.029 | -0.010 | -0.065 |
2017 | 0.100 | 0.000 | 0.040 | 0.056 |
2016 | 0.011 | 0.027 | 0.079 | 0.016 |
2015 | 0.166 | -0.033 | -0.176 | 0.028 |
2014 | 0.043 | -0.005 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.026 |
3 years | 0.006 |
5 years | 0.047 |
10 years | 0.025 |