Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.021 | 0 | 91 |
1 month | 0.035 | 0 | 1 |
3 months | -0.021 | 0 | 91 |
1 year | 0.106 | 0 | 7 |
3 years | 0.091 | 0 | 32 |
5 years | 0.110 | 0 | 45 |
10 years | 0.062 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.128 | — |
2023 | 0.122 | — |
2022 | 0.017 | — |
2021 | 0.093 | — |
2020 | 0.117 | — |
2019 | 0.014 | — |
2018 | -0.031 | — |
2017 | 0.079 | — |
2016 | 0.069 | — |
2015 | 0.024 | — |
2014 | 0.205 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.034 | 0.067 | 0.021 | 0.002 |
2023 | 0.009 | 0.051 | 0.020 | 0.037 |
2022 | 0.004 | -0.041 | 0.033 | 0.022 |
2021 | 0.004 | 0.030 | 0.049 | 0.007 |
2020 | -0.053 | 0.069 | 0.024 | 0.078 |
2019 | 0.010 | 0.003 | -0.007 | 0.008 |
2018 | -0.023 | -0.014 | -0.004 | 0.010 |
2017 | 0.036 | 0.026 | -0.001 | 0.016 |
2016 | -0.002 | 0.032 | 0.047 | -0.008 |
2015 | 0.017 | -0.011 | 0.023 | -0.004 |
2014 | 0.045 | 0.069 | 0.020 | 0.058 |
2013 | 0.021 | -0.022 | 0.042 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.106 |
3 years | 0.091 |
5 years | 0.110 |
10 years | 0.062 |