Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.025 | 0 | 78 |
1 month | -0.022 | 0 | 65 |
3 months | -0.050 | 0 | 75 |
1 year | 0.073 | 0 | 58 |
3 years | 0.053 | 0 | 46 |
5 years | 0.051 | 0 | 62 |
10 years | 0.031 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.132 | — |
2023 | 0.091 | — |
2022 | -0.125 | — |
2021 | 0.088 | — |
2020 | 0.075 | — |
2019 | 0.107 | — |
2018 | -0.060 | — |
2017 | 0.055 | — |
2016 | 0.017 | — |
2015 | 0.046 | — |
2014 | 0.067 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.003 | — | — | — |
2024 | 0.053 | 0.007 | 0.049 | 0.017 |
2023 | 0.041 | 0.007 | -0.031 | 0.073 |
2022 | -0.057 | -0.099 | -0.007 | 0.037 |
2021 | 0.007 | 0.041 | -0.001 | 0.039 |
2020 | -0.104 | 0.110 | 0.033 | 0.045 |
2019 | 0.067 | 0.013 | 0.005 | 0.019 |
2018 | -0.006 | 0.009 | -0.001 | -0.061 |
2017 | 0.024 | 0.001 | 0.001 | 0.029 |
2016 | -0.035 | 0.007 | 0.038 | 0.007 |
2015 | 0.081 | -0.017 | -0.047 | 0.033 |
2014 | 0.028 | 0.013 | 0.011 | 0.013 |
2013 | 0.064 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.073 |
3 years | 0.053 |
5 years | 0.051 |
10 years | 0.031 |