Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.100 | 0 | 11 |
1 month | 0.003 | 0 | 45 |
3 months | 0.122 | 0 | 28 |
1 year | 0.073 | 0 | 3 |
3 years | 0.084 | 0 | 3 |
5 years | 0.113 | 0 | 14 |
10 years | 0.061 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.068 | — |
2023 | 0.102 | — |
2022 | -0.202 | — |
2021 | 0.207 | — |
2020 | -0.012 | — |
2019 | 0.392 | — |
2018 | -0.174 | — |
2017 | 0.249 | — |
2016 | -0.016 | — |
2015 | 0.236 | — |
2014 | 0.111 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.043 | 0.145 | — | — |
2024 | 0.005 | 0.043 | 0.022 | -0.003 |
2023 | 0.025 | -0.023 | 0.019 | 0.081 |
2022 | -0.120 | -0.138 | -0.092 | 0.158 |
2021 | 0.128 | 0.086 | -0.004 | -0.010 |
2020 | -0.346 | 0.118 | 0.060 | 0.274 |
2019 | 0.089 | 0.063 | 0.034 | 0.164 |
2018 | -0.055 | 0.077 | -0.029 | -0.165 |
2017 | 0.089 | 0.074 | 0.030 | 0.037 |
2016 | -0.024 | -0.125 | 0.123 | 0.025 |
2015 | 0.043 | 0.111 | 0.030 | 0.036 |
2014 | 0.051 | 0.003 | 0.020 | 0.033 |
2013 | 0.006 | 0.124 | 0.075 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.073 |
3 years | 0.084 |
5 years | 0.113 |
10 years | 0.061 |