Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.057 | 0 | 70 |
1 month | -0.061 | 0 | 61 |
3 months | -0.057 | 0 | 70 |
1 year | 0.062 | 0 | 13 |
3 years | 0.099 | 0 | 5 |
5 years | 0.167 | 0 | 14 |
10 years | 0.118 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.244 | — |
2023 | 0.188 | — |
2022 | -0.068 | — |
2021 | 0.248 | — |
2020 | 0.117 | — |
2019 | 0.193 | — |
2018 | -0.063 | — |
2017 | 0.149 | — |
2016 | 0.313 | — |
2015 | 0.092 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.104 | 0.023 | -0.003 | 0.104 |
2023 | 0.035 | 0.038 | 0.022 | 0.082 |
2022 | -0.022 | -0.083 | 0.021 | 0.018 |
2021 | 0.068 | 0.065 | 0.027 | 0.068 |
2020 | -0.162 | 0.190 | 0.030 | 0.087 |
2019 | 0.103 | 0.051 | 0.024 | 0.005 |
2018 | -0.043 | 0.099 | 0.049 | -0.150 |
2017 | 0.063 | -0.001 | 0.031 | 0.050 |
2016 | 0.015 | 0.054 | 0.108 | 0.108 |
2015 | 0.096 | -0.050 | -0.052 | 0.107 |
2014 | 0.036 | 0.073 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.062 |
3 years | 0.099 |
5 years | 0.167 |
10 years | 0.118 |