Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.111 | 0 | 81 |
1 month | 0.012 | 0 | 62 |
3 months | -0.032 | 0 | 74 |
1 year | -0.095 | 0 | 92 |
3 years | 0.209 | 0 | 74 |
5 years | 0.307 | 0 | 59 |
10 years | 0.149 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.240 | — |
2023 | 0.463 | — |
2022 | 0.086 | — |
2021 | 0.548 | — |
2020 | 0.120 | — |
2019 | 0.034 | — |
2018 | -0.153 | — |
2017 | 0.427 | — |
2016 | 0.059 | — |
2015 | 0.004 | — |
2014 | 0.638 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.122 | — | — | — |
2024 | 0.139 | 0.195 | 0.019 | -0.106 |
2023 | 0.001 | 0.156 | 0.111 | 0.137 |
2022 | -0.024 | -0.057 | 0.166 | 0.012 |
2021 | 0.196 | 0.091 | 0.128 | 0.052 |
2020 | -0.271 | 0.144 | 0.052 | 0.276 |
2019 | 0.050 | 0.057 | -0.065 | -0.003 |
2018 | -0.106 | -0.059 | -0.044 | 0.054 |
2017 | 0.165 | 0.035 | 0.029 | 0.150 |
2016 | -0.042 | 0.097 | 0.080 | -0.067 |
2015 | 0.052 | -0.030 | -0.031 | 0.015 |
2014 | 0.115 | 0.266 | 0.000 | 0.161 |
2013 | -0.015 | -0.103 | 0.126 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.095 |
3 years | 0.209 |
5 years | 0.307 |
10 years | 0.149 |