Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.019 | 0 | 77 |
1 month | 0.026 | 0 | 79 |
3 months | 0.025 | 0 | 75 |
1 year | 0.017 | 0 | 84 |
3 years | 0.131 | 0 | 91 |
5 years | 0.174 | 0 | 97 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.125 | — |
2023 | 0.223 | — |
2022 | 0.044 | — |
2021 | 0.174 | — |
2020 | 0.082 | — |
2019 | 0.121 | — |
2018 | -0.060 | — |
2017 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.044 | — | — | — |
2024 | 0.065 | 0.098 | 0.049 | -0.082 |
2023 | -0.046 | 0.100 | 0.032 | 0.130 |
2022 | -0.015 | -0.082 | 0.093 | 0.056 |
2021 | 0.020 | 0.055 | 0.107 | -0.014 |
2020 | -0.283 | 0.144 | 0.082 | 0.219 |
2019 | 0.053 | 0.030 | -0.029 | 0.065 |
2018 | -0.085 | 0.014 | 0.001 | 0.012 |
2017 | 0.031 | 0.035 | 0.110 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.017 |
3 years | 0.131 |
5 years | 0.174 |