Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.069 | 0 | 53 |
1 month | -0.017 | 0 | 32 |
3 months | -0.109 | 0 | 53 |
1 year | 0.030 | 0 | 41 |
3 years | 0.055 | 0 | 58 |
5 years | 0.103 | 0 | 42 |
10 years | 0.091 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.166 | — |
2023 | 0.135 | — |
2022 | -0.087 | — |
2021 | 0.208 | — |
2020 | 0.093 | — |
2019 | 0.220 | — |
2018 | -0.050 | — |
2017 | 0.115 | — |
2016 | 0.277 | — |
2015 | 0.036 | — |
2014 | 0.113 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.053 | — | — | — |
2024 | 0.072 | 0.021 | 0.013 | 0.052 |
2023 | 0.022 | 0.033 | 0.004 | 0.070 |
2022 | -0.015 | -0.098 | 0.030 | -0.002 |
2021 | 0.044 | 0.067 | 0.027 | 0.056 |
2020 | -0.174 | 0.179 | 0.029 | 0.091 |
2019 | 0.096 | 0.062 | 0.037 | 0.010 |
2018 | -0.067 | 0.093 | 0.042 | -0.105 |
2017 | 0.038 | 0.007 | 0.012 | 0.054 |
2016 | 0.014 | 0.066 | 0.094 | 0.079 |
2015 | 0.071 | -0.046 | -0.069 | 0.089 |
2014 | -0.008 | 0.027 | 0.036 | 0.055 |
2013 | -0.004 | 0.009 | 0.056 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.030 |
3 years | 0.055 |
5 years | 0.103 |
10 years | 0.091 |