Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.084 | 0 | 80 |
1 month | -0.030 | 0 | 77 |
3 months | -0.120 | 0 | 78 |
1 year | 0.011 | 0 | 61 |
3 years | 0.061 | 0 | 50 |
5 years | 0.099 | 0 | 48 |
10 years | 0.090 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.187 | — |
2023 | 0.142 | — |
2022 | -0.094 | — |
2021 | 0.181 | — |
2020 | 0.112 | — |
2019 | 0.210 | — |
2018 | -0.055 | — |
2017 | 0.131 | — |
2016 | 0.265 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.056 | — | — | — |
2024 | 0.091 | 0.032 | -0.007 | 0.061 |
2023 | 0.031 | 0.038 | 0.003 | 0.063 |
2022 | -0.029 | -0.089 | 0.033 | -0.008 |
2021 | 0.041 | 0.052 | 0.021 | 0.057 |
2020 | -0.155 | 0.180 | 0.034 | 0.079 |
2019 | 0.084 | 0.068 | 0.031 | 0.014 |
2018 | -0.057 | 0.076 | 0.051 | -0.114 |
2017 | 0.055 | 0.006 | 0.008 | 0.057 |
2016 | 0.011 | 0.056 | 0.107 | 0.071 |
2015 | -0.050 | -0.076 | 0.100 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.011 |
3 years | 0.061 |
5 years | 0.099 |
10 years | 0.090 |