Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.025 | 0 | 42 |
1 month | 0.012 | 0 | 10 |
3 months | 0.026 | 0 | 27 |
1 year | 0.082 | 0 | 80 |
3 years | 0.037 | 0 | 77 |
5 years | 0.035 | 0 | 93 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.071 | — |
2023 | 0.089 | — |
2022 | -0.109 | — |
2021 | 0.084 | — |
2020 | 0.026 | — |
2019 | 0.140 | — |
2018 | -0.061 | — |
2017 | 0.041 | — |
2016 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.033 | 0.007 | 0.016 | 0.014 |
2023 | 0.023 | 0.021 | -0.011 | 0.054 |
2022 | -0.040 | -0.067 | -0.024 | 0.018 |
2021 | 0.026 | 0.022 | 0.002 | 0.031 |
2020 | -0.093 | 0.065 | 0.013 | 0.048 |
2019 | 0.066 | 0.022 | 0.026 | 0.021 |
2018 | -0.021 | 0.010 | 0.009 | -0.060 |
2017 | 0.012 | 0.014 | -0.002 | 0.017 |
2016 | 0.036 | 0.030 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.082 |
3 years | 0.037 |
5 years | 0.035 |