Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.244 | 0 | 7 |
1 month | 0.053 | 0 | 3 |
3 months | 0.158 | 0 | 4 |
1 year | 0.365 | 0 | 1 |
3 years | 0.148 | 0 | 1 |
5 years | 0.105 | 0 | 5 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.200 | — |
2023 | 0.095 | — |
2022 | -0.025 | — |
2021 | -0.057 | — |
2020 | 0.219 | — |
2019 | 0.140 | — |
2018 | -0.043 | — |
2017 | 0.096 | — |
2016 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.181 | — | — | — |
2024 | 0.054 | 0.041 | 0.115 | -0.019 |
2023 | 0.078 | -0.045 | -0.032 | 0.099 |
2022 | 0.072 | -0.069 | -0.087 | 0.071 |
2021 | -0.108 | 0.038 | -0.015 | 0.033 |
2020 | 0.053 | 0.095 | 0.062 | -0.005 |
2019 | 0.002 | 0.077 | 0.044 | 0.012 |
2018 | 0.015 | -0.063 | -0.058 | 0.068 |
2017 | 0.079 | -0.008 | 0.025 | -0.001 |
2016 | 0.062 | -0.004 | -0.139 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.278 |
3 years | 0.124 |
5 years | 0.091 |