Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.054 | 0 | 57 |
1 month | -0.019 | 0 | 42 |
3 months | -0.011 | 0 | 16 |
1 year | 0.121 | 0 | 5 |
3 years | 0.014 | 0 | 64 |
5 years | 0.058 | 0 | 72 |
10 years | 0.065 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.081 | — |
2023 | 0.022 | — |
2022 | -0.136 | — |
2021 | 0.200 | — |
2020 | 0.015 | — |
2019 | 0.313 | — |
2018 | -0.099 | — |
2017 | 0.203 | — |
2016 | 0.046 | — |
2015 | 0.088 | — |
2014 | 0.127 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.074 | — | — | — |
2024 | 0.041 | 0.029 | 0.024 | -0.015 |
2023 | 0.039 | 0.008 | -0.025 | 0.001 |
2022 | -0.048 | -0.093 | -0.037 | 0.039 |
2021 | 0.048 | 0.092 | -0.027 | 0.077 |
2020 | -0.115 | 0.076 | 0.035 | 0.030 |
2019 | 0.142 | 0.069 | 0.038 | 0.036 |
2018 | -0.041 | 0.002 | 0.034 | -0.094 |
2017 | 0.074 | 0.052 | 0.032 | 0.032 |
2016 | -0.037 | 0.038 | 0.033 | 0.013 |
2015 | 0.044 | -0.027 | -0.009 | 0.080 |
2014 | 0.051 | 0.021 | 0.012 | 0.039 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.118 |
3 years | 0.014 |
5 years | 0.058 |
10 years | 0.065 |