Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.157 | 0 | 93 |
1 month | -0.032 | 0 | 79 |
3 months | -0.191 | 0 | 92 |
1 year | -0.047 | 0 | 94 |
3 years | 0.064 | 0 | 74 |
5 years | 0.109 | 0 | 52 |
10 years | 0.136 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.274 | — |
2023 | 0.175 | — |
2022 | -0.084 | — |
2021 | 0.243 | — |
2020 | 0.159 | — |
2019 | 0.241 | — |
2018 | 0.035 | — |
2017 | 0.126 | — |
2016 | 0.318 | — |
2015 | 0.152 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.129 | — | — | — |
2024 | 0.173 | 0.022 | -0.034 | 0.101 |
2023 | -0.002 | 0.094 | 0.014 | 0.061 |
2022 | -0.013 | -0.107 | 0.046 | -0.007 |
2021 | 0.050 | 0.054 | 0.046 | 0.074 |
2020 | -0.094 | 0.145 | 0.053 | 0.061 |
2019 | 0.079 | 0.083 | 0.050 | 0.011 |
2018 | -0.045 | 0.105 | 0.085 | -0.096 |
2017 | 0.049 | 0.004 | 0.018 | 0.051 |
2016 | 0.007 | 0.073 | 0.106 | 0.103 |
2015 | 0.050 | -0.034 | -0.002 | 0.139 |
2014 | 0.103 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.047 |
3 years | 0.064 |
5 years | 0.109 |
10 years | 0.136 |