Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.028 | 0 | 54 |
1 month | -0.020 | 0 | 22 |
3 months | -0.028 | 0 | 54 |
1 year | 0.086 | 0 | 16 |
3 years | 0.056 | 0 | 4 |
5 years | 0.119 | 0 | 7 |
10 years | 0.091 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.192 | — |
2023 | 0.056 | — |
2022 | -0.045 | — |
2021 | 0.050 | — |
2020 | 0.221 | — |
2019 | 0.133 | — |
2018 | -0.126 | — |
2017 | 0.386 | — |
2016 | 0.322 | — |
2015 | -0.029 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.066 | 0.053 | 0.046 | 0.015 |
2023 | 0.012 | -0.014 | 0.014 | 0.044 |
2022 | -0.009 | -0.047 | -0.036 | 0.049 |
2021 | 0.068 | 0.028 | -0.048 | 0.005 |
2020 | -0.148 | 0.205 | 0.061 | 0.121 |
2019 | 0.093 | 0.023 | -0.009 | 0.022 |
2018 | -0.029 | 0.020 | -0.026 | -0.094 |
2017 | 0.155 | 0.052 | 0.072 | 0.065 |
2016 | 0.064 | 0.063 | 0.174 | -0.004 |
2015 | 0.102 | -0.071 | -0.130 | 0.091 |
2014 | 0.031 | 0.021 | 0.057 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.086 |
3 years | 0.056 |
5 years | 0.119 |
10 years | 0.091 |