Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.142 | 0 | 11 |
1 month | -0.059 | 0 | 1 |
3 months | -0.114 | 0 | 44 |
1 year | 0.061 | 0 | 73 |
3 years | 0.184 | 0 | 28 |
5 years | 0.249 | 0 | 34 |
10 years | 0.145 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.353 | — |
2023 | 0.404 | — |
2022 | -0.091 | — |
2021 | 0.251 | — |
2020 | 0.679 | — |
2019 | 0.025 | — |
2018 | 0.046 | — |
2017 | 0.086 | — |
2016 | -0.097 | — |
2015 | 0.203 | — |
2014 | 0.506 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.085 | — | — | — |
2024 | 0.093 | 0.042 | 0.175 | 0.010 |
2023 | -0.041 | 0.174 | 0.115 | 0.118 |
2022 | -0.073 | -0.099 | 0.085 | 0.004 |
2021 | -0.009 | 0.224 | 0.010 | 0.022 |
2020 | -0.055 | 0.319 | 0.198 | 0.125 |
2019 | 0.017 | -0.063 | -0.009 | 0.086 |
2018 | -0.071 | 0.071 | 0.109 | -0.053 |
2017 | 0.011 | -0.048 | 0.004 | 0.123 |
2016 | -0.123 | 0.024 | 0.080 | -0.070 |
2015 | 0.097 | -0.025 | 0.150 | -0.022 |
2014 | 0.044 | 0.110 | 0.254 | 0.036 |
2013 | 0.073 | 0.046 | 0.152 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.061 |
3 years | 0.184 |
5 years | 0.249 |
10 years | 0.145 |