Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.041 | 0.080 | 60 |
1 month | -0.013 | 0.048 | 46 |
3 months | -0.040 | 0.072 | 68 |
1 year | -0.118 | 0.302 | 68 |
3 years | 0.006 | 0.161 | 60 |
5 years | 0.035 | 0.157 | 44 |
10 years | 0.061 | 0.153 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.019 | — |
2023 | 0.032 | — |
2022 | -0.121 | — |
2021 | 0.134 | — |
2020 | 0.303 | 0.276 |
2019 | 0.292 | 0.262 |
2018 | 0.013 | -0.004 |
2017 | 0.281 | 0.243 |
2016 | — | -0.106 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0 | -0.028 | — | — |
2024 | 0.080 | 0.000 | 0.059 | -0.109 |
2023 | -0.023 | 0.035 | -0.054 | 0.079 |
2022 | -0.086 | -0.099 | -0.020 | 0.089 |
2021 | -0.003 | 0.098 | 0.013 | 0.021 |
2020 | -0.134 | 0.235 | 0.069 | 0.139 |
2019 | 0.155 | 0.018 | -0.076 | 0.190 |
2018 | 0.014 | 0.064 | 0.116 | -0.158 |
2017 | 0.113 | 0.075 | 0.053 | 0.017 |
2016 | 0.042 | 0.029 | -0.048 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.118 |
3 years | 0.006 |
5 years | 0.035 |
10 years | 0.061 |