Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.027 | 0 | 1 |
1 month | 0.005 | 0 | 2 |
3 months | 0.023 | 0 | 1 |
1 year | 0.146 | 0 | 1 |
3 years | 0.053 | 0 | 43 |
5 years | 0.056 | 0 | 57 |
10 years | 0.031 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.115 | — |
2023 | 0.067 | — |
2022 | -0.080 | — |
2021 | 0.065 | — |
2020 | 0.046 | — |
2019 | 0.120 | — |
2018 | -0.053 | — |
2017 | 0.030 | — |
2016 | 0.055 | — |
2015 | -0.035 | — |
2014 | 0.064 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.022 | — | — | — |
2024 | 0.018 | 0.006 | 0.085 | 0.004 |
2023 | 0.033 | 0.000 | -0.041 | 0.077 |
2022 | -0.009 | -0.077 | -0.016 | 0.023 |
2021 | 0.007 | 0.035 | -0.004 | 0.026 |
2020 | -0.100 | 0.102 | 0.039 | 0.015 |
2019 | 0.077 | 0.022 | 0.015 | 0.003 |
2018 | -0.027 | 0.033 | -0.011 | -0.047 |
2017 | 0.009 | -0.012 | 0.004 | 0.029 |
2016 | 0.002 | 0.029 | 0.028 | -0.004 |
2015 | 0.037 | -0.016 | -0.044 | -0.011 |
2014 | 0.041 | 0.032 | -0.012 | 0.003 |
2013 | 0.030 | 0.043 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.146 |
3 years | 0.053 |
5 years | 0.056 |
10 years | 0.031 |