Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.021 | 0 | 7 |
1 month | 0.028 | 0 | 90 |
3 months | -0.021 | 0 | 7 |
1 year | 0.146 | 0 | 6 |
3 years | 0.178 | 0 | 16 |
5 years | 0.315 | 0 | 11 |
10 years | 0.179 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.248 | — |
2023 | 0.376 | — |
2022 | -0.063 | — |
2021 | 0.470 | — |
2020 | 0.335 | — |
2019 | 0.153 | — |
2018 | 0.002 | — |
2017 | 0.301 | — |
2016 | 0.039 | — |
2015 | 0.095 | — |
2014 | 0.455 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.021 | — | — | — |
2024 | 0.066 | 0.094 | 0.082 | -0.011 |
2023 | 0.040 | 0.124 | 0.054 | 0.118 |
2022 | -0.036 | -0.108 | 0.065 | 0.023 |
2021 | 0.078 | 0.135 | 0.155 | 0.040 |
2020 | -0.212 | 0.271 | 0.185 | 0.125 |
2019 | 0.070 | 0.014 | 0.009 | 0.054 |
2018 | -0.045 | 0.068 | 0.025 | -0.041 |
2017 | 0.080 | 0.056 | 0.069 | 0.068 |
2016 | -0.040 | 0.029 | 0.060 | -0.008 |
2015 | 0.015 | 0.016 | -0.036 | 0.101 |
2014 | 0.059 | 0.197 | 0.046 | 0.098 |
2013 | 0.024 | 0.100 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.126 |
3 years | 0.178 |
5 years | 0.315 |
10 years | 0.179 |