Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.102 | 0 | 90 |
1 month | -0.087 | 0 | 78 |
3 months | -0.102 | 0 | 90 |
1 year | 0.022 | 0 | 61 |
3 years | 0.076 | 0 | 58 |
5 years | 0.162 | 0 | 45 |
10 years | 0.121 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.267 | — |
2023 | 0.171 | — |
2022 | -0.068 | — |
2021 | 0.281 | — |
2020 | 0.138 | — |
2019 | 0.204 | — |
2018 | -0.046 | — |
2017 | 0.110 | — |
2016 | 0.376 | — |
2015 | 0.064 | — |
2014 | 0.223 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.113 | 0.022 | -0.017 | 0.133 |
2023 | 0.026 | 0.045 | 0.014 | 0.078 |
2022 | -0.003 | -0.091 | 0.049 | -0.020 |
2021 | 0.075 | 0.071 | 0.029 | 0.082 |
2020 | -0.145 | 0.203 | 0.022 | 0.084 |
2019 | 0.109 | 0.048 | 0.033 | 0.002 |
2018 | -0.056 | 0.117 | 0.065 | -0.150 |
2017 | 0.050 | -0.015 | 0.018 | 0.055 |
2016 | 0.030 | 0.070 | 0.100 | 0.135 |
2015 | 0.082 | -0.070 | -0.055 | 0.119 |
2014 | 0.002 | 0.036 | 0.069 | 0.102 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.022 |
3 years | 0.076 |
5 years | 0.162 |
10 years | 0.121 |