Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.042 | 0 | 22 |
1 month | -0.057 | 0 | 14 |
3 months | -0.042 | 0 | 22 |
1 year | 0.016 | 0 | 23 |
3 years | 0.040 | 0 | 49 |
5 years | 0.105 | 0 | 49 |
10 years | 0.079 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.139 | — |
2023 | 0.102 | — |
2022 | -0.097 | — |
2021 | 0.174 | — |
2020 | 0.143 | — |
2019 | 0.284 | — |
2018 | -0.095 | — |
2017 | 0.106 | — |
2016 | 0.131 | — |
2015 | 0.101 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.074 | 0.053 | -0.013 | 0.020 |
2023 | 0.032 | 0.025 | -0.019 | 0.062 |
2022 | -0.033 | -0.093 | -0.001 | 0.031 |
2021 | 0.020 | 0.067 | 0.033 | 0.044 |
2020 | -0.116 | 0.166 | 0.031 | 0.076 |
2019 | 0.114 | 0.075 | 0.045 | 0.026 |
2018 | -0.064 | 0.101 | 0.009 | -0.130 |
2017 | 0.054 | 0.022 | 0.003 | 0.024 |
2016 | -0.033 | 0.038 | 0.090 | 0.034 |
2015 | 0.093 | -0.041 | -0.042 | 0.098 |
2014 | 0.018 | 0.049 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.016 |
3 years | 0.040 |
5 years | 0.105 |
10 years | 0.079 |