Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.016 | 0 | 32 |
1 month | -0.010 | 0 | 42 |
3 months | -0.034 | 0 | 31 |
1 year | 0.038 | 0 | 34 |
3 years | 0.022 | 0 | 52 |
5 years | 0.037 | 0 | 56 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.082 | — |
2023 | 0.073 | — |
2022 | -0.109 | — |
2021 | 0.060 | — |
2020 | 0.068 | — |
2019 | 0.091 | — |
2018 | -0.071 | — |
2017 | 0.047 | — |
2016 | -0.024 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.006 | — | — | — |
2024 | 0.039 | 0.009 | 0.023 | 0.010 |
2023 | 0.023 | 0.012 | -0.010 | 0.047 |
2022 | -0.028 | -0.061 | -0.025 | 0.002 |
2021 | 0.013 | 0.021 | 0.004 | 0.021 |
2020 | -0.086 | 0.088 | 0.029 | 0.044 |
2019 | 0.051 | 0.008 | 0.008 | 0.023 |
2018 | -0.016 | 0.003 | 0.008 | -0.067 |
2017 | 0.024 | 0.007 | 0.011 | 0.004 |
2016 | -0.033 | -0.019 | 0.011 | 0.018 |
2015 | 0.021 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.038 |
3 years | 0.022 |
5 years | 0.037 |