Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.069 | 0.143 | 31 |
1 month | 0.012 | 0.007 | 45 |
3 months | 0.046 | 0.087 | 51 |
1 year | 0.124 | 0.323 | 37 |
3 years | 0.044 | 0.078 | 33 |
5 years | 0.059 | 0.066 | 38 |
10 years | 0 | 0.065 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.017 | — |
2023 | 0.105 | — |
2022 | -0.246 | — |
2021 | 0.269 | — |
2020 | -0.082 | -0.054 |
2019 | 0.225 | 0.235 |
2018 | -0.047 | -0.071 |
2017 | 0.110 | 0.151 |
2016 | 0.043 | 0.020 |
2015 | — | -0.009 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.022 | 0.046 | — | — |
2024 | -0.011 | -0.022 | 0.162 | -0.095 |
2023 | 0.011 | 0.005 | -0.060 | 0.156 |
2022 | -0.041 | -0.170 | -0.115 | 0.071 |
2021 | 0.061 | 0.092 | -0.008 | 0.104 |
2020 | -0.283 | 0.106 | 0.022 | 0.132 |
2019 | 0.147 | 0.001 | 0.048 | 0.019 |
2018 | -0.041 | 0.050 | 0.001 | -0.056 |
2017 | 0.024 | 0.028 | 0.018 | 0.035 |
2016 | 0.057 | 0.039 | 0.013 | -0.061 |
2015 | 0.037 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.124 |
3 years | 0.044 |
5 years | 0.059 |