Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.154 | 0 | 82 |
1 month | 0.059 | 0 | 92 |
3 months | -0.154 | 0 | 82 |
1 year | 0.038 | 0 | 82 |
3 years | 0.206 | 0 | 24 |
5 years | 0.362 | 0 | 35 |
10 years | 0.159 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.242 | — |
2023 | 0.535 | — |
2022 | 0.044 | — |
2021 | 0.577 | — |
2020 | 0.197 | — |
2019 | -0.040 | — |
2018 | -0.164 | — |
2017 | 0.453 | — |
2016 | 0.115 | — |
2015 | 0.113 | — |
2014 | 0.918 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.013 | 0.224 | 0.037 | -0.034 |
2023 | 0.008 | 0.170 | 0.126 | 0.155 |
2022 | -0.039 | -0.099 | 0.165 | 0.035 |
2021 | 0.143 | 0.149 | 0.150 | 0.044 |
2020 | -0.321 | 0.169 | 0.211 | 0.246 |
2019 | 0.052 | -0.035 | -0.061 | 0.007 |
2018 | -0.071 | -0.033 | -0.078 | 0.008 |
2017 | 0.170 | 0.042 | 0.044 | 0.141 |
2016 | -0.047 | 0.145 | 0.088 | -0.060 |
2015 | 0.052 | -0.008 | 0.017 | 0.049 |
2014 | 0.124 | 0.299 | 0.156 | 0.136 |
2013 | 0.032 | -0.016 | 0.214 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.028 |
3 years | 0.206 |
5 years | 0.362 |
10 years | 0.159 |