Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.099 | 0 | 98 |
1 month | -0.019 | 0 | 92 |
3 months | -0.120 | 0 | 97 |
1 year | 0.044 | 0 | 85 |
3 years | 0.084 | 0 | 75 |
5 years | 0.139 | 0 | 52 |
10 years | 0.113 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.241 | — |
2023 | 0.282 | — |
2022 | -0.215 | — |
2021 | 0.288 | — |
2020 | 0.249 | — |
2019 | 0.320 | — |
2018 | -0.068 | — |
2017 | 0.210 | — |
2016 | 0.096 | — |
2015 | -0.008 | — |
2014 | 0.141 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.082 | — | — | — |
2024 | 0.104 | 0.052 | 0.042 | 0.026 |
2023 | 0.076 | 0.091 | -0.018 | 0.111 |
2022 | -0.041 | -0.190 | -0.023 | 0.035 |
2021 | 0.056 | 0.074 | 0.026 | 0.107 |
2020 | -0.172 | 0.202 | 0.108 | 0.133 |
2019 | 0.136 | 0.041 | 0.006 | 0.110 |
2018 | -0.027 | 0.048 | 0.079 | -0.153 |
2017 | 0.063 | 0.019 | 0.036 | 0.078 |
2016 | -0.016 | -0.005 | 0.060 | 0.056 |
2015 | 0.009 | -0.004 | -0.090 | 0.085 |
2014 | 0.020 | 0.045 | 0.010 | 0.060 |
2013 | 0.109 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.044 |
3 years | 0.084 |
5 years | 0.139 |
10 years | 0.113 |