Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.504 | 0 | 43 |
1 month | 0.128 | 0 | 46 |
3 months | 0.204 | 0 | 46 |
1 year | 0.514 | 0 | 49 |
3 years | 0.307 | 0 | 39 |
5 years | 0.170 | 0 | 18 |
10 years | 0.149 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.197 | — |
2023 | 0.138 | — |
2022 | 0.130 | — |
2021 | -0.050 | — |
2020 | 0.269 | — |
2019 | 0.231 | — |
2018 | 0.078 | — |
2017 | 0.008 | — |
2016 | 0.093 | — |
2015 | -0.049 | — |
2014 | -0.090 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.158 | 0.079 | 0.204 | — |
2024 | 0.060 | 0.074 | 0.045 | 0.007 |
2023 | 0.087 | -0.036 | -0.002 | 0.088 |
2022 | 0.061 | -0.006 | -0.017 | 0.090 |
2021 | -0.120 | 0.050 | -0.015 | 0.044 |
2020 | 0.108 | 0.112 | 0.033 | -0.003 |
2019 | 0.015 | 0.063 | 0.099 | 0.038 |
2018 | 0.061 | -0.016 | 0.004 | 0.028 |
2017 | 0.025 | -0.025 | 0.030 | -0.021 |
2016 | 0.102 | 0.067 | 0.073 | -0.134 |
2015 | -0.024 | 0.010 | -0.018 | -0.018 |
2014 | -0.004 | -0.040 | -0.040 | -0.009 |
2013 | -0.146 | 0.186 | -0.029 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.514 |
3 years | 0.307 |
5 years | 0.170 |
10 years | 0.149 |