Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.007 | 0 | 24 |
1 month | 0.049 | 0 | 5 |
3 months | 0.034 | 0 | 12 |
1 year | 0.103 | 0 | 14 |
3 years | 0.195 | 0 | 35 |
5 years | 0.267 | 0 | 39 |
10 years | 0.145 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.217 | — |
2023 | 0.307 | — |
2022 | 0.046 | — |
2021 | 0.369 | — |
2020 | 0.127 | — |
2019 | -0.002 | — |
2018 | -0.042 | — |
2017 | 0.438 | — |
2016 | 0.050 | — |
2015 | 0.055 | — |
2014 | 0.527 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.054 | — | — | — |
2024 | 0.047 | 0.146 | 0.089 | -0.069 |
2023 | -0.041 | 0.120 | 0.063 | 0.144 |
2022 | -0.012 | -0.107 | 0.120 | 0.058 |
2021 | 0.083 | 0.102 | 0.122 | 0.022 |
2020 | -0.320 | 0.211 | 0.127 | 0.215 |
2019 | 0.048 | -0.035 | -0.050 | 0.038 |
2018 | -0.058 | 0.014 | -0.003 | 0.005 |
2017 | 0.171 | 0.022 | 0.052 | 0.143 |
2016 | -0.049 | 0.075 | 0.076 | -0.046 |
2015 | 0.020 | -0.001 | -0.023 | 0.059 |
2014 | 0.082 | 0.211 | 0.070 | 0.090 |
2013 | 0.006 | -0.016 | 0.158 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.093 |
3 years | 0.195 |
5 years | 0.267 |
10 years | 0.145 |