Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.034 | 0 | 87 |
1 month | -0.049 | 0 | 91 |
3 months | -0.034 | 0 | 87 |
1 year | 0.041 | 0 | 32 |
3 years | 0.049 | 0 | 10 |
5 years | 0.103 | 0 | 7 |
10 years | 0.062 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.151 | — |
2023 | 0.110 | — |
2022 | -0.083 | — |
2021 | 0.140 | — |
2020 | 0.047 | — |
2019 | 0.184 | — |
2018 | -0.067 | — |
2017 | 0.096 | — |
2016 | 0.174 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.069 | 0.027 | 0.011 | 0.038 |
2023 | 0.026 | 0.021 | -0.001 | 0.061 |
2022 | -0.019 | -0.082 | 0.017 | 0.002 |
2021 | 0.024 | 0.055 | 0.014 | 0.041 |
2020 | -0.170 | 0.143 | 0.029 | 0.073 |
2019 | 0.065 | 0.048 | 0.031 | 0.029 |
2018 | -0.040 | 0.029 | 0.031 | -0.085 |
2017 | 0.040 | 0.011 | 0.004 | 0.038 |
2016 | 0.008 | 0.042 | 0.074 | 0.041 |
2015 | -0.038 | -0.076 | 0.072 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.041 |
3 years | 0.049 |
5 years | 0.103 |
10 years | 0.062 |