Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.000 | 0 | 18 |
1 month | -0.008 | 0 | 33 |
3 months | -0.037 | 0 | 15 |
1 year | 0.088 | 0 | 10 |
3 years | 0.091 | 0 | 9 |
5 years | 0.107 | 0 | 33 |
10 years | 0.105 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.116 | — |
2023 | 0.075 | — |
2022 | 0.054 | — |
2021 | 0.129 | — |
2020 | 0.028 | — |
2019 | 0.268 | — |
2018 | -0.018 | — |
2017 | 0.117 | — |
2016 | 0.238 | — |
2015 | 0.132 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.054 | -0.007 | 0.058 | 0.008 |
2023 | -0.005 | 0.025 | 0.002 | 0.050 |
2022 | -0.013 | -0.037 | 0.044 | 0.061 |
2021 | 0.025 | 0.046 | 0.012 | 0.041 |
2020 | -0.169 | 0.130 | 0.015 | 0.078 |
2019 | 0.118 | 0.079 | 0.047 | 0.004 |
2018 | -0.032 | 0.058 | 0.068 | -0.102 |
2017 | 0.038 | 0.019 | 0.029 | 0.027 |
2016 | 0.061 | 0.081 | 0.060 | 0.018 |
2015 | 0.079 | -0.061 | 0.022 | 0.092 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.088 |
3 years | 0.091 |
5 years | 0.107 |
10 years | 0.105 |