Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.072 | 0 | 93 |
1 month | -0.023 | 0 | 64 |
3 months | -0.113 | 0 | 94 |
1 year | 0.028 | 0 | 33 |
3 years | 0.061 | 0 | 10 |
5 years | 0.098 | 0 | 6 |
10 years | 0.072 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.180 | — |
2023 | 0.132 | — |
2022 | -0.090 | — |
2021 | 0.181 | — |
2020 | 0.044 | — |
2019 | 0.216 | — |
2018 | -0.081 | — |
2017 | 0.124 | — |
2016 | 0.214 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.050 | — | — | — |
2024 | 0.085 | 0.032 | 0.001 | 0.053 |
2023 | 0.031 | 0.030 | 0.002 | 0.064 |
2022 | -0.020 | -0.097 | 0.027 | 0.001 |
2021 | 0.039 | 0.065 | 0.016 | 0.050 |
2020 | -0.205 | 0.171 | 0.033 | 0.085 |
2019 | 0.077 | 0.057 | 0.033 | 0.034 |
2018 | -0.051 | 0.043 | 0.040 | -0.106 |
2017 | 0.047 | 0.015 | 0.006 | 0.051 |
2016 | 0.010 | 0.050 | 0.088 | 0.053 |
2015 | -0.041 | -0.089 | 0.080 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.028 |
3 years | 0.061 |
5 years | 0.098 |
10 years | 0.072 |