Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.058 | 0 | 45 |
1 month | 0.024 | 0 | 77 |
3 months | 0.058 | 0 | 91 |
1 year | 0.056 | 0 | 85 |
3 years | 0.045 | 0 | 90 |
5 years | 0.044 | 0 | 91 |
10 years | 0.044 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.049 | — |
2023 | 0.074 | — |
2022 | -0.102 | — |
2021 | 0.068 | — |
2020 | 0.048 | — |
2019 | 0.134 | — |
2018 | -0.068 | — |
2017 | 0.092 | — |
2016 | 0.119 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.002 | 0.031 | — | — |
2024 | 0.031 | 0.012 | 0.009 | -0.003 |
2023 | 0.024 | -0.013 | 0.011 | 0.051 |
2022 | -0.037 | -0.063 | -0.050 | 0.047 |
2021 | 0.001 | 0.035 | 0.010 | 0.020 |
2020 | -0.133 | 0.116 | 0.007 | 0.076 |
2019 | 0.060 | 0.037 | 0.023 | 0.009 |
2018 | -0.040 | 0.039 | 0.008 | -0.073 |
2017 | 0.033 | 0.018 | 0.004 | 0.033 |
2016 | -0.008 | 0.021 | 0.084 | 0.019 |
2015 | -0.028 | -0.038 | 0.046 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.056 |
3 years | 0.045 |
5 years | 0.044 |
10 years | 0.044 |