Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.001 | 0 | 66 |
1 month | 0.032 | 0 | 65 |
3 months | 0.032 | 0 | 62 |
1 year | 0.075 | 0 | 61 |
3 years | 0.210 | 0 | 1 |
5 years | 0.269 | 0 | 1 |
10 years | 0.149 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.193 | — |
2023 | 0.332 | — |
2022 | 0.123 | — |
2021 | 0.334 | — |
2020 | 0.059 | — |
2019 | 0.081 | — |
2018 | 0.009 | — |
2017 | 0.399 | — |
2016 | 0.034 | — |
2015 | 0.019 | — |
2014 | 0.557 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.030 | — | — | — |
2024 | 0.075 | 0.101 | 0.069 | -0.057 |
2023 | -0.019 | 0.144 | 0.070 | 0.110 |
2022 | 0.025 | -0.075 | 0.128 | 0.051 |
2021 | 0.085 | 0.093 | 0.138 | -0.011 |
2020 | -0.321 | 0.155 | 0.065 | 0.267 |
2019 | 0.068 | 0.015 | -0.062 | 0.063 |
2018 | -0.067 | 0.018 | 0.035 | 0.026 |
2017 | 0.152 | 0.063 | 0.024 | 0.115 |
2016 | -0.055 | 0.066 | 0.085 | -0.054 |
2015 | 0.051 | -0.020 | -0.032 | 0.022 |
2014 | 0.084 | 0.224 | 0.064 | 0.104 |
2013 | -0.010 | -0.024 | 0.155 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.075 |
3 years | 0.210 |
5 years | 0.269 |
10 years | 0.149 |