Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.133 | 0 | 85 |
1 month | -0.026 | 0 | 86 |
3 months | -0.191 | 0 | 91 |
1 year | -0.063 | 0 | 78 |
3 years | 0.041 | 0 | 37 |
5 years | 0.066 | 0 | 52 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.147 | — |
2023 | 0.189 | — |
2022 | -0.189 | — |
2021 | 0.103 | — |
2020 | 0.285 | — |
2019 | 0.219 | — |
2018 | -0.015 | — |
2017 | 0.185 | — |
2016 | 0.201 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.095 | 0.018 | -0.053 | 0.086 |
2023 | 0.133 | 0.026 | -0.043 | 0.069 |
2022 | -0.092 | -0.137 | 0.036 | 0.000 |
2021 | 0.005 | 0.080 | -0.028 | 0.046 |
2020 | -0.075 | 0.187 | 0.098 | 0.065 |
2019 | 0.115 | 0.088 | 0.019 | -0.014 |
2018 | -0.019 | 0.104 | 0.017 | -0.105 |
2017 | 0.085 | 0.036 | -0.009 | 0.065 |
2016 | 0.050 | 0.085 | 0.062 | -0.007 |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.063 |
3 years | 0.041 |
5 years | 0.066 |