Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.031 | 0 | 53 |
1 month | -0.064 | 0 | 80 |
3 months | -0.031 | 0 | 53 |
1 year | 0.021 | 0 | 60 |
3 years | 0.046 | 0 | 23 |
5 years | 0.111 | 0 | 12 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.134 | — |
2023 | 0.122 | — |
2022 | -0.136 | — |
2021 | 0.224 | — |
2020 | 0.012 | — |
2019 | 0.238 | — |
2018 | -0.115 | — |
2017 | 0.110 | — |
2016 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.076 | 0.013 | 0.023 | 0.016 |
2023 | 0.053 | 0.027 | -0.025 | 0.064 |
2022 | -0.069 | -0.091 | -0.018 | 0.039 |
2021 | 0.088 | 0.058 | 0.005 | 0.059 |
2020 | -0.221 | 0.149 | 0.019 | 0.109 |
2019 | 0.118 | 0.023 | 0.024 | 0.056 |
2018 | -0.027 | 0.032 | 0.013 | -0.130 |
2017 | 0.060 | -0.005 | 0.029 | 0.022 |
2016 | 0.009 | 0.062 | 0.067 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.021 |
3 years | 0.046 |
5 years | 0.111 |