Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.102 | 0 | 39 |
1 month | 0.041 | 0 | 49 |
3 months | 0.115 | 0 | 48 |
1 year | 0.158 | 0 | 29 |
3 years | 0.183 | 0 | 15 |
5 years | 0.145 | 0 | 16 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.178 | — |
2023 | 0.240 | — |
2022 | -0.187 | — |
2021 | 0.230 | — |
2020 | 0.171 | — |
2019 | 0.290 | — |
2018 | -0.086 | — |
2017 | 0.220 | — |
2016 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.012 | 0.115 | — | — |
2024 | 0.093 | 0.026 | 0.064 | -0.012 |
2023 | 0.078 | 0.067 | -0.034 | 0.116 |
2022 | -0.061 | -0.159 | -0.068 | 0.105 |
2021 | 0.050 | 0.080 | 0.001 | 0.083 |
2020 | -0.199 | 0.198 | 0.078 | 0.132 |
2019 | 0.125 | 0.042 | 0.011 | 0.088 |
2018 | -0.010 | 0.016 | 0.048 | -0.132 |
2017 | 0.064 | 0.041 | 0.047 | 0.053 |
2016 | 0.009 | 0.049 | 0.017 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.134 |
3 years | 0.175 |
5 years | 0.140 |