Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.032 | 0 | 5 |
1 month | 0.003 | 0 | 13 |
3 months | 0.013 | 0 | 3 |
1 year | 0.050 | 0 | 2 |
3 years | 0.070 | 0 | 1 |
5 years | 0.035 | 0 | 2 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.082 | — |
2023 | 0.063 | — |
2022 | -0.011 | — |
2021 | 0.001 | — |
2020 | -0.004 | — |
2019 | 0.028 | — |
2018 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.008 | 0.011 | 0.013 | — |
2024 | 0.031 | 0.017 | 0.014 | 0.018 |
2023 | 0.002 | 0.017 | 0.020 | 0.024 |
2022 | -0.012 | -0.038 | 0.008 | 0.032 |
2021 | 0.003 | 0.003 | 0.000 | -0.005 |
2020 | -0.057 | 0.030 | 0.014 | 0.012 |
2019 | 0.007 | 0.006 | 0.005 | 0.010 |
2018 | -0.016 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.045 |
3 years | 0.068 |
5 years | 0.034 |