Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.019 | 0 | 52 |
1 month | -0.036 | 0 | 63 |
3 months | -0.069 | 0 | 52 |
1 year | 0.048 | 0 | 27 |
3 years | 0.084 | 0 | 15 |
5 years | 0.144 | 0 | 7 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.137 | — |
2023 | 0.111 | — |
2022 | 0.046 | — |
2021 | 0.248 | — |
2020 | 0.004 | — |
2019 | 0.185 | — |
2018 | -0.063 | — |
2017 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.017 | — | — | — |
2024 | 0.087 | -0.002 | 0.014 | 0.035 |
2023 | 0.015 | 0.016 | 0.022 | 0.055 |
2022 | 0.029 | -0.053 | 0.004 | 0.070 |
2021 | 0.103 | 0.054 | 0.015 | 0.057 |
2020 | -0.226 | 0.155 | -0.009 | 0.133 |
2019 | 0.077 | 0.055 | 0.034 | 0.008 |
2018 | -0.059 | 0.065 | 0.050 | -0.109 |
2017 | -0.005 | 0.025 | 0.046 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.048 |
3 years | 0.084 |
5 years | 0.144 |