Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.103 | 0 | 68 |
1 month | -0.041 | 0 | 59 |
3 months | -0.129 | 0 | 66 |
1 year | 0.051 | 0 | 25 |
3 years | 0.083 | 0 | 14 |
5 years | 0.131 | 0 | 12 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.270 | — |
2023 | 0.204 | — |
2022 | -0.138 | — |
2021 | 0.315 | — |
2020 | 0.081 | — |
2019 | 0.306 | — |
2018 | -0.035 | — |
2017 | 0.081 | — |
2016 | 0.102 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.064 | — | — | — |
2024 | 0.115 | 0.035 | 0.020 | 0.078 |
2023 | 0.062 | 0.066 | -0.005 | 0.068 |
2022 | -0.037 | -0.110 | 0.001 | 0.004 |
2021 | 0.090 | 0.070 | 0.024 | 0.101 |
2020 | -0.186 | 0.174 | 0.038 | 0.089 |
2019 | 0.145 | 0.027 | 0.050 | 0.057 |
2018 | -0.033 | 0.074 | 0.055 | -0.119 |
2017 | 0.053 | -0.022 | 0.012 | 0.038 |
2016 | -0.052 | 0.033 | 0.041 | 0.081 |
2015 | 0.075 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.041 |
3 years | 0.079 |
5 years | 0.129 |