Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.016 | 0 | 44 |
1 month | 0.012 | 0 | 68 |
3 months | -0.066 | 0 | 56 |
1 year | -0.003 | 0 | 91 |
3 years | 0.050 | 0 | 74 |
5 years | 0.081 | 0 | 66 |
10 years | 0.102 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.069 | — |
2023 | 0.178 | — |
2022 | -0.219 | — |
2021 | 0.191 | — |
2020 | 0.212 | — |
2019 | 0.301 | — |
2018 | -0.035 | — |
2017 | 0.338 | — |
2016 | 0.062 | — |
2015 | 0.097 | — |
2014 | 0.163 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.027 | — | — | — |
2024 | 0.085 | 0.002 | 0.036 | -0.050 |
2023 | 0.093 | 0.033 | -0.047 | 0.095 |
2022 | -0.115 | -0.153 | -0.069 | 0.118 |
2021 | 0.017 | 0.117 | -0.018 | 0.068 |
2020 | -0.137 | 0.149 | 0.107 | 0.104 |
2019 | 0.179 | 0.044 | -0.017 | 0.074 |
2018 | -0.008 | 0.049 | 0.048 | -0.115 |
2017 | 0.097 | 0.091 | 0.031 | 0.086 |
2016 | 0.037 | 0.020 | 0.037 | -0.033 |
2015 | 0.003 | 0.012 | -0.019 | 0.102 |
2014 | 0.020 | 0.051 | -0.001 | 0.085 |
2013 | 0.033 | 0.039 | 0.075 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.003 |
3 years | 0.050 |
5 years | 0.081 |
10 years | 0.102 |