Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.114 | 0 | 85 |
1 month | -0.047 | 0 | 81 |
3 months | -0.142 | 0 | 85 |
1 year | -0.018 | 0 | 85 |
3 years | 0.036 | 0 | 77 |
5 years | 0.097 | 0 | 57 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.197 | — |
2023 | 0.131 | — |
2022 | -0.122 | — |
2021 | 0.240 | — |
2020 | 0.110 | — |
2019 | 0.347 | — |
2018 | -0.010 | — |
2017 | 0.155 | — |
2016 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.069 | — | — | — |
2024 | 0.094 | 0.039 | -0.005 | 0.058 |
2023 | 0.042 | 0.045 | -0.020 | 0.060 |
2022 | -0.040 | -0.094 | 0.006 | 0.003 |
2021 | 0.101 | 0.054 | 0.024 | 0.044 |
2020 | -0.180 | 0.161 | 0.055 | 0.105 |
2019 | 0.147 | 0.025 | 0.063 | 0.078 |
2018 | -0.008 | 0.072 | 0.039 | -0.105 |
2017 | 0.063 | -0.001 | 0.026 | 0.059 |
2016 | 0.013 | 0.051 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.018 |
3 years | 0.036 |
5 years | 0.097 |