Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.020 | 0 | 3 |
1 month | -0.036 | 0 | 4 |
3 months | -0.020 | 0 | 3 |
1 year | 0.079 | 0 | 10 |
3 years | -0.003 | 0 | 87 |
5 years | 0.104 | 0 | 26 |
10 years | 0.032 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.113 | — |
2023 | -0.017 | — |
2022 | -0.038 | — |
2021 | 0.152 | — |
2020 | -0.001 | — |
2019 | 0.183 | — |
2018 | -0.081 | — |
2017 | 0.107 | — |
2016 | 0.110 | — |
2015 | -0.002 | — |
2014 | 0.089 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.020 | — | — | — |
2024 | 0.011 | 0.014 | 0.098 | -0.012 |
2023 | -0.009 | -0.034 | -0.028 | 0.056 |
2022 | 0.041 | -0.085 | -0.041 | 0.054 |
2021 | 0.108 | 0.038 | -0.023 | 0.024 |
2020 | -0.276 | 0.186 | 0.012 | 0.149 |
2019 | 0.150 | 0.032 | -0.029 | 0.027 |
2018 | -0.047 | 0.075 | -0.011 | -0.093 |
2017 | 0.094 | -0.048 | 0.003 | 0.060 |
2016 | -0.039 | 0.033 | 0.082 | 0.033 |
2015 | 0.158 | -0.065 | -0.170 | 0.111 |
2014 | 0.011 | 0.037 | 0.008 | 0.030 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.079 |
3 years | -0.003 |
5 years | 0.104 |
10 years | 0.032 |