Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.013 | 0 | 55 |
1 month | 0.001 | 0 | 55 |
3 months | -0.021 | 0 | 55 |
1 year | 0.182 | 0 | 49 |
3 years | 0.099 | 0 | 41 |
5 years | 0.143 | 0 | 21 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.222 | — |
2023 | 0.125 | — |
2022 | -0.063 | — |
2021 | 0.260 | — |
2020 | 0.035 | — |
2019 | 0.211 | — |
2018 | -0.097 | — |
2017 | 0.085 | — |
2016 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.012 | — | — | — |
2024 | 0.068 | -0.010 | 0.106 | 0.045 |
2023 | 0.042 | 0.014 | -0.019 | 0.085 |
2022 | 0.036 | -0.130 | -0.019 | 0.059 |
2021 | 0.090 | 0.084 | -0.002 | 0.069 |
2020 | -0.204 | 0.150 | 0.041 | 0.086 |
2019 | 0.130 | 0.026 | 0.018 | 0.027 |
2018 | -0.046 | 0.068 | -0.010 | -0.105 |
2017 | 0.020 | -0.020 | 0.039 | 0.044 |
2016 | 0.054 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.104 |
3 years | 0.075 |
5 years | 0.129 |