Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.045 | 0 | 51 |
1 month | 0.020 | 0 | 49 |
3 months | 0.037 | 0 | 60 |
1 year | 0.115 | 0 | 41 |
3 years | 0.080 | 0 | 44 |
5 years | 0.066 | 0 | 49 |
10 years | 0.075 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.094 | — |
2023 | 0.071 | — |
2022 | 0.028 | — |
2021 | 0.032 | — |
2020 | 0.119 | — |
2019 | 0.092 | — |
2018 | 0.055 | — |
2017 | 0.038 | — |
2016 | 0.147 | — |
2015 | 0.064 | — |
2014 | 0.160 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.025 | — | — | — |
2024 | 0.027 | 0.018 | 0.031 | 0.015 |
2023 | 0.015 | 0.029 | 0.012 | 0.014 |
2022 | 0.004 | -0.021 | 0.026 | 0.020 |
2021 | -0.009 | 0.016 | 0.017 | 0.007 |
2020 | 0.029 | 0.050 | -0.003 | 0.039 |
2019 | 0.022 | 0.034 | 0.022 | 0.011 |
2018 | 0.009 | -0.007 | 0.012 | 0.039 |
2017 | 0.004 | 0.034 | 0.010 | -0.011 |
2016 | 0.027 | 0.027 | 0.062 | 0.024 |
2015 | 0.028 | -0.010 | 0.046 | -0.001 |
2014 | 0.025 | 0.035 | 0.020 | 0.072 |
2013 | 0.045 | -0.034 | 0.020 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.115 |
3 years | 0.080 |
5 years | 0.066 |
10 years | 0.075 |