Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.017 | 0 | 92 |
1 month | -0.009 | 0 | 99 |
3 months | -0.002 | 0 | 95 |
1 year | 0.100 | 0 | 92 |
3 years | 0.050 | 0 | 41 |
5 years | 0.063 | 0 | 34 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.125 | — |
2023 | 0.099 | — |
2022 | -0.169 | — |
2021 | 0.112 | — |
2020 | 0.155 | — |
2019 | 0.149 | — |
2018 | -0.048 | — |
2017 | 0.082 | — |
2016 | 0.098 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.056 | -0.008 | 0.052 | 0.020 |
2023 | 0.055 | 0.008 | -0.030 | 0.065 |
2022 | -0.083 | -0.113 | -0.015 | 0.037 |
2021 | -0.003 | 0.051 | 0.021 | 0.040 |
2020 | -0.118 | 0.148 | 0.069 | 0.067 |
2019 | 0.110 | 0.028 | -0.011 | 0.018 |
2018 | -0.011 | 0.012 | 0.025 | -0.072 |
2017 | 0.033 | 0.015 | 0.013 | 0.019 |
2016 | 0.035 | 0.030 | 0.040 | -0.009 |
2015 | 0.005 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.100 |
3 years | 0.050 |
5 years | 0.063 |