Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.006 | 0 | 49 |
1 month | -0.011 | 0 | 1 |
3 months | -0.055 | 0 | 53 |
1 year | 0.085 | 0 | 76 |
3 years | 0.055 | 0 | 99 |
5 years | 0.073 | 0 | 100 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.119 | — |
2023 | 0.164 | — |
2022 | -0.210 | — |
2021 | 0.117 | — |
2020 | 0.010 | — |
2019 | 0.244 | — |
2018 | -0.102 | — |
2017 | 0.145 | — |
2016 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.005 | — | — | — |
2024 | 0.045 | 0.019 | 0.073 | -0.020 |
2023 | 0.070 | 0.023 | -0.048 | 0.118 |
2022 | -0.079 | -0.115 | -0.110 | 0.090 |
2021 | 0.025 | 0.077 | -0.042 | 0.056 |
2020 | -0.270 | 0.198 | 0.035 | 0.117 |
2019 | 0.148 | 0.026 | 0.000 | 0.056 |
2018 | -0.018 | 0.030 | 0.029 | -0.137 |
2017 | 0.057 | 0.004 | 0.026 | 0.051 |
2016 | 0.036 | -0.001 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.085 |
3 years | 0.055 |
5 years | 0.073 |