Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.048 | 0 | 32 |
1 month | -0.025 | 0 | 61 |
3 months | -0.094 | 0 | 35 |
1 year | 0.012 | 0 | 60 |
3 years | 0.047 | 0 | 68 |
5 years | 0.096 | 0 | 52 |
10 years | 0.084 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.121 | — |
2023 | 0.090 | — |
2022 | -0.043 | — |
2021 | 0.196 | — |
2020 | 0.073 | — |
2019 | 0.182 | — |
2018 | -0.047 | — |
2017 | 0.139 | — |
2016 | 0.269 | — |
2015 | 0.020 | — |
2014 | 0.085 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.023 | — | — | — |
2024 | 0.067 | 0.015 | 0.002 | 0.033 |
2023 | 0.020 | 0.006 | 0.001 | 0.061 |
2022 | -0.014 | -0.059 | 0.007 | 0.024 |
2021 | 0.062 | 0.056 | 0.028 | 0.038 |
2020 | -0.176 | 0.169 | 0.016 | 0.096 |
2019 | 0.076 | 0.061 | 0.025 | 0.010 |
2018 | -0.066 | 0.081 | 0.032 | -0.086 |
2017 | 0.061 | 0.011 | 0.006 | 0.056 |
2016 | 0.012 | 0.042 | 0.125 | 0.070 |
2015 | 0.064 | -0.044 | -0.083 | 0.094 |
2014 | -0.004 | 0.019 | 0.023 | 0.045 |
2013 | 0.039 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.012 |
3 years | 0.047 |
5 years | 0.096 |
10 years | 0.084 |