Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.047 | 0 | 33 |
1 month | 0.002 | 0 | 36 |
3 months | -0.008 | 0 | 27 |
1 year | 0.079 | 0 | 31 |
3 years | 0.069 | 0 | 47 |
5 years | 0.109 | 0 | 23 |
10 years | 0.058 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.093 | — |
2023 | 0.078 | — |
2022 | 0.003 | — |
2021 | 0.183 | — |
2020 | -0.099 | — |
2019 | 0.190 | — |
2018 | -0.096 | — |
2017 | 0.130 | — |
2016 | 0.166 | — |
2015 | 0.013 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.045 | — | — | — |
2024 | 0.040 | 0.037 | 0.022 | -0.008 |
2023 | 0.036 | -0.005 | 0.014 | 0.032 |
2022 | 0.010 | -0.055 | -0.034 | 0.089 |
2021 | 0.057 | 0.056 | 0.022 | 0.037 |
2020 | -0.248 | 0.102 | -0.030 | 0.121 |
2019 | 0.099 | 0.032 | 0.013 | 0.036 |
2018 | -0.065 | 0.092 | -0.009 | -0.107 |
2017 | 0.040 | 0.014 | 0.021 | 0.049 |
2016 | -0.004 | 0.047 | 0.078 | 0.038 |
2015 | 0.047 | -0.016 | -0.057 | 0.044 |
2014 | 0.006 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.079 |
3 years | 0.069 |
5 years | 0.109 |
10 years | 0.058 |