Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.007 | 0 | 75 |
1 month | -0.032 | 0 | 74 |
3 months | -0.007 | 0 | 75 |
1 year | 0.054 | 0 | 15 |
3 years | 0.047 | 0 | 6 |
5 years | 0.109 | 0 | 25 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.132 | — |
2023 | 0.133 | — |
2022 | -0.128 | — |
2021 | 0.146 | — |
2020 | 0.096 | — |
2019 | 0.218 | — |
2018 | -0.076 | — |
2017 | 0.125 | — |
2016 | 0.111 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.067 | 0.014 | 0.046 | 0.001 |
2023 | 0.048 | 0.036 | -0.032 | 0.078 |
2022 | -0.032 | -0.108 | -0.042 | 0.055 |
2021 | 0.036 | 0.060 | -0.004 | 0.047 |
2020 | -0.167 | 0.147 | 0.053 | 0.089 |
2019 | 0.108 | 0.031 | 0.019 | 0.045 |
2018 | -0.020 | 0.031 | 0.016 | -0.100 |
2017 | 0.038 | 0.016 | 0.030 | 0.035 |
2016 | 0.025 | 0.036 | 0.040 | 0.006 |
2015 | 0.007 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.054 |
3 years | 0.047 |
5 years | 0.109 |