Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.018 | 0 | 36 |
1 month | 0.003 | 0 | 4 |
3 months | 0.018 | 0 | 36 |
1 year | 0.065 | 0 | 4 |
3 years | 0.064 | 0 | — |
5 years | 0.061 | 0 | — |
10 years | 0.029 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.070 | — |
2023 | 0.092 | — |
2022 | 0.003 | — |
2021 | 0.011 | — |
2020 | 0.004 | — |
2019 | 0.049 | — |
2018 | -0.011 | — |
2017 | 0.024 | — |
2016 | 0.036 | — |
2015 | 0.006 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.023 | 0.011 | 0.028 | 0.006 |
2023 | 0.010 | 0.019 | 0.023 | 0.038 |
2022 | -0.010 | -0.028 | -0.001 | 0.042 |
2021 | 0.005 | 0.006 | 0.003 | -0.003 |
2020 | -0.098 | 0.072 | 0.017 | 0.022 |
2019 | 0.020 | 0.009 | 0.006 | 0.014 |
2018 | -0.001 | -0.003 | 0.011 | -0.018 |
2017 | 0.007 | 0.006 | 0.007 | 0.004 |
2016 | 0.002 | 0.010 | 0.017 | 0.007 |
2015 | 0.005 | 0.001 | -0.007 | 0.007 |
2014 | 0 | -0.001 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.065 |
3 years | 0.064 |
5 years | 0.061 |
10 years | 0.029 |