Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.031 | 0 | 87 |
1 month | 0.026 | 0 | 70 |
3 months | 0.063 | 0 | 86 |
1 year | 0.064 | 0 | 76 |
3 years | 0.060 | 0 | 70 |
5 years | 0.061 | 0 | 62 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.076 | — |
2023 | 0.094 | — |
2022 | -0.080 | — |
2021 | 0.098 | — |
2020 | 0.037 | — |
2019 | 0.143 | — |
2018 | -0.047 | — |
2017 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.015 | 0.020 | — | — |
2024 | 0.044 | 0.003 | 0.014 | 0.014 |
2023 | 0.031 | 0.007 | -0.003 | 0.058 |
2022 | -0.038 | -0.061 | 0.002 | 0.016 |
2021 | 0.004 | 0.058 | 0.011 | 0.022 |
2020 | -0.157 | 0.122 | 0.020 | 0.074 |
2019 | 0.061 | 0.049 | 0.017 | 0.010 |
2018 | -0.033 | 0.050 | 0.013 | -0.073 |
2017 | 0.009 | 0.012 | 0.033 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.064 |
3 years | 0.060 |
5 years | 0.061 |