Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.062 | 0 | 1 |
1 month | 0.015 | 0 | 30 |
3 months | 0.053 | 0 | 1 |
1 year | 0.154 | 0 | 1 |
3 years | 0.151 | 0 | 1 |
5 years | 0.145 | 0 | 1 |
10 years | 0.094 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.113 | — |
2023 | 0.077 | — |
2022 | 0.257 | — |
2021 | 0.077 | — |
2020 | 0.089 | — |
2019 | -0.038 | — |
2018 | 0.064 | — |
2017 | 0.079 | — |
2016 | 0.116 | — |
2015 | 0.100 | — |
2014 | 0.128 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.046 | — | — | — |
2024 | 0.022 | 0.023 | 0.031 | 0.032 |
2023 | 0.018 | 0.024 | 0.014 | 0.018 |
2022 | 0.049 | -0.001 | 0.175 | 0.020 |
2021 | 0.026 | 0.019 | 0.021 | 0.010 |
2020 | 0.010 | -0.022 | 0.079 | 0.022 |
2019 | 0.002 | 0.010 | 0.029 | -0.076 |
2018 | 0.020 | 0.010 | 0.007 | 0.026 |
2017 | 0.015 | 0.034 | 0.019 | 0.010 |
2016 | 0.027 | 0.027 | 0.035 | 0.023 |
2015 | 0.027 | 0.019 | 0.033 | 0.017 |
2014 | 0.029 | 0.033 | 0.024 | 0.036 |
2013 | 0.040 | 0.006 | 0.032 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.134 |
3 years | 0.151 |
5 years | 0.145 |
10 years | 0.094 |