Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.028 | 0 | 64 |
1 month | -0.027 | 0 | 66 |
3 months | -0.063 | 0 | 75 |
1 year | 0.065 | 0 | 94 |
3 years | 0.065 | 0 | 64 |
5 years | 0.104 | 0 | 60 |
10 years | 0.086 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.158 | — |
2023 | 0.105 | — |
2022 | -0.169 | — |
2021 | 0.211 | — |
2020 | 0.219 | — |
2019 | 0.233 | — |
2018 | -0.040 | — |
2017 | 0.133 | — |
2016 | 0.162 | — |
2015 | -0.007 | — |
2014 | 0.198 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.001 | — | — | — |
2024 | 0.097 | -0.026 | 0.053 | 0.029 |
2023 | 0.061 | 0.007 | -0.039 | 0.076 |
2022 | -0.086 | -0.114 | -0.001 | 0.027 |
2021 | 0.002 | 0.076 | 0.037 | 0.083 |
2020 | -0.151 | 0.180 | 0.114 | 0.093 |
2019 | 0.146 | 0.044 | 0.003 | 0.027 |
2018 | -0.015 | 0.032 | 0.042 | -0.094 |
2017 | 0.051 | 0.023 | 0.019 | 0.034 |
2016 | 0.053 | 0.043 | 0.061 | -0.003 |
2015 | 0.028 | -0.018 | -0.027 | 0.012 |
2014 | 0.045 | 0.035 | 0.048 | 0.057 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.065 |
3 years | 0.065 |
5 years | 0.104 |
10 years | 0.086 |