Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.096 | 0 | 100 |
1 month | 0.012 | 0 | 94 |
3 months | -0.011 | 0 | 92 |
1 year | 0.018 | 0 | 89 |
3 years | 0.156 | 0 | 32 |
5 years | 0.255 | 0 | 15 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.258 | — |
2023 | 0.337 | — |
2022 | -0.048 | — |
2021 | 0.542 | — |
2020 | 0.311 | — |
2019 | -0.047 | — |
2018 | -0.144 | — |
2017 | 0.473 | — |
2016 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.107 | — | — | — |
2024 | 0.054 | 0.151 | 0.043 | -0.006 |
2023 | -0.035 | 0.107 | 0.136 | 0.102 |
2022 | -0.047 | -0.137 | 0.123 | 0.031 |
2021 | 0.096 | 0.191 | 0.101 | 0.074 |
2020 | -0.153 | 0.117 | 0.218 | 0.137 |
2019 | 0.028 | -0.081 | -0.020 | 0.030 |
2018 | -0.043 | -0.045 | -0.071 | 0.008 |
2017 | 0.127 | 0.060 | 0.073 | 0.149 |
2016 | -0.057 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.018 |
3 years | 0.156 |
5 years | 0.255 |