Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.114 | 0 | 57 |
1 month | -0.026 | 0 | 37 |
3 months | -0.185 | 0 | 94 |
1 year | 0.073 | 0 | 11 |
3 years | 0.085 | 0 | 14 |
5 years | 0.090 | 0 | 42 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.335 | — |
2023 | 0.326 | — |
2022 | -0.432 | — |
2021 | 0.109 | — |
2020 | 0.836 | — |
2019 | 0.378 | — |
2018 | 0.026 | — |
2017 | 0.355 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.091 | — | — | — |
2024 | 0.123 | 0.047 | -0.002 | 0.138 |
2023 | 0.141 | 0.085 | -0.054 | 0.132 |
2022 | -0.193 | -0.255 | 0.013 | -0.068 |
2021 | -0.006 | 0.158 | -0.042 | 0.006 |
2020 | -0.001 | 0.379 | 0.169 | 0.139 |
2019 | 0.190 | 0.008 | -0.022 | 0.174 |
2018 | 0.018 | 0.187 | 0.015 | -0.163 |
2017 | 0.138 | 0.063 | 0.054 | 0.063 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.073 |
3 years | 0.085 |
5 years | 0.090 |