Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.024 | 0 | 28 |
1 month | -0.024 | 0 | 82 |
3 months | 0.033 | 0 | 32 |
1 year | 0.057 | 0 | 76 |
3 years | 0.003 | 0 | 73 |
5 years | 0.025 | 0 | 70 |
10 years | 0.064 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.041 | — |
2023 | 0.010 | — |
2022 | -0.167 | — |
2021 | -0.081 | — |
2020 | 0.315 | — |
2019 | 0.265 | — |
2018 | -0.096 | — |
2017 | 0.297 | — |
2016 | 0.378 | — |
2015 | -0.115 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.035 | 0.029 | -0.011 | -0.012 |
2023 | 0.010 | -0.010 | -0.034 | 0.046 |
2022 | -0.127 | -0.038 | -0.030 | 0.023 |
2021 | -0.041 | 0.061 | -0.053 | -0.046 |
2020 | -0.163 | 0.248 | 0.087 | 0.157 |
2019 | 0.117 | 0.084 | 0.010 | 0.034 |
2018 | -0.043 | -0.004 | -0.010 | -0.042 |
2017 | 0.106 | 0.039 | 0.054 | 0.072 |
2016 | 0.097 | 0.101 | 0.147 | -0.006 |
2015 | 0.069 | -0.081 | -0.130 | 0.036 |
2014 | 0 | 0.013 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.057 |
3 years | 0.003 |
5 years | 0.025 |
10 years | 0.064 |