Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.114 | 0 | — |
1 month | 0.012 | 0 | — |
3 months | -0.143 | 0 | — |
1 year | 0.018 | 0 | — |
3 years | 0.115 | 0 | — |
5 years | 0.129 | 0 | — |
10 years | 0.134 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.302 | — |
2023 | 0.479 | — |
2022 | -0.360 | — |
2021 | 0.175 | — |
2020 | 0.395 | — |
2019 | 0.384 | — |
2018 | -0.079 | — |
2017 | 0.431 | — |
2016 | 0.060 | — |
2015 | 0.045 | — |
2014 | 0.106 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.124 | — | — | — |
2024 | 0.169 | 0.094 | -0.030 | 0.049 |
2023 | 0.203 | 0.106 | -0.029 | 0.146 |
2022 | -0.118 | -0.240 | -0.071 | 0.027 |
2021 | 0.034 | 0.096 | -0.022 | 0.061 |
2020 | -0.133 | 0.239 | 0.122 | 0.157 |
2019 | 0.178 | 0.038 | 0.001 | 0.130 |
2018 | 0.010 | 0.059 | 0.047 | -0.178 |
2017 | 0.138 | 0.074 | 0.082 | 0.083 |
2016 | -0.025 | -0.023 | 0.137 | -0.022 |
2015 | 0.000 | 0.004 | -0.062 | 0.110 |
2014 | 0.004 | 0.043 | 0.012 | 0.044 |
2013 | 0.088 | 0.102 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.033 |
3 years | 0.096 |
5 years | 0.117 |
10 years | 0.128 |