Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.054 | -0.001 | 81 |
1 month | 0.010 | 0.004 | 62 |
3 months | 0.034 | 0.032 | 83 |
1 year | 0.070 | 0.093 | 86 |
3 years | 0.062 | 0.059 | 96 |
5 years | 0.022 | 0.048 | 50 |
10 years | 0 | 0.043 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.068 | — |
2023 | 0.095 | — |
2022 | -0.151 | — |
2021 | 0.007 | — |
2020 | 0.030 | 0.051 |
2019 | 0.114 | 0.126 |
2018 | -0.028 | -0.049 |
2017 | 0.073 | 0.103 |
2016 | — | 0.105 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.026 | 0.017 | — | — |
2024 | 0.025 | 0.012 | 0.043 | -0.012 |
2023 | 0.016 | 0.016 | -0.008 | 0.069 |
2022 | -0.061 | -0.099 | -0.061 | 0.069 |
2021 | -0.011 | 0.025 | -0.008 | 0.002 |
2020 | -0.158 | 0.133 | 0.029 | 0.049 |
2019 | 0.053 | 0.041 | -0.007 | 0.023 |
2018 | -0.019 | -0.014 | 0.011 | -0.007 |
2017 | 0.031 | 0.022 | 0.020 | -0.001 |
2016 | 0.036 | -0.010 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.070 |
3 years | 0.062 |
5 years | 0.022 |