Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.046 | 0 | 16 |
1 month | -0.014 | 0 | 97 |
3 months | -0.001 | 0 | 19 |
1 year | 0.170 | 0 | 4 |
3 years | 0.092 | 0 | 39 |
5 years | 0.095 | 0 | 69 |
10 years | 0.085 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.128 | — |
2023 | 0.171 | — |
2022 | -0.116 | — |
2021 | 0.071 | — |
2020 | 0.093 | — |
2019 | 0.229 | — |
2018 | -0.086 | — |
2017 | 0.286 | — |
2016 | 0.076 | — |
2015 | 0.059 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.062 | — | — | — |
2024 | 0.044 | 0.003 | 0.092 | -0.014 |
2023 | 0.076 | 0.035 | -0.033 | 0.088 |
2022 | -0.027 | -0.088 | -0.099 | 0.106 |
2021 | 0.038 | 0.052 | -0.051 | 0.033 |
2020 | -0.175 | 0.148 | 0.042 | 0.107 |
2019 | 0.116 | 0.029 | -0.005 | 0.076 |
2018 | -0.017 | -0.004 | 0.035 | -0.098 |
2017 | 0.089 | 0.080 | 0.031 | 0.060 |
2016 | 0.026 | 0.021 | 0.055 | -0.027 |
2015 | 0.012 | 0.017 | -0.042 | 0.074 |
2014 | 0.037 | -0.032 | 0.029 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.170 |
3 years | 0.092 |
5 years | 0.095 |
10 years | 0.085 |