Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.072 | 0 | 61 |
1 month | 0.003 | 0 | 66 |
3 months | 0.046 | 0 | 34 |
1 year | 0.048 | 0 | 62 |
3 years | 0.076 | 0 | 66 |
5 years | 0.101 | 0 | 49 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.073 | — |
2023 | 0.153 | — |
2022 | -0.154 | — |
2021 | 0.292 | — |
2020 | -0.006 | — |
2019 | 0.238 | — |
2018 | -0.114 | — |
2017 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.036 | 0.031 | — | — |
2024 | 0.050 | 0.039 | 0.014 | -0.032 |
2023 | 0.101 | -0.005 | -0.022 | 0.075 |
2022 | -0.068 | -0.116 | -0.056 | 0.088 |
2021 | 0.093 | 0.074 | 0.016 | 0.082 |
2020 | -0.228 | 0.175 | 0.003 | 0.093 |
2019 | 0.129 | 0.032 | 0.017 | 0.044 |
2018 | -0.021 | 0.040 | 0.002 | -0.131 |
2017 | -0.001 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.048 |
3 years | 0.076 |
5 years | 0.101 |