Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.048 | 0 | 45 |
1 month | 0.085 | 0 | 44 |
3 months | -0.048 | 0 | 45 |
1 year | 0.023 | 0 | 56 |
3 years | 0.077 | 0 | 31 |
5 years | 0.191 | 0 | 47 |
10 years | 0.102 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.141 | — |
2023 | 0.217 | — |
2022 | -0.099 | — |
2021 | 0.245 | — |
2020 | 0.320 | — |
2019 | 0.288 | — |
2018 | -0.190 | — |
2017 | 0.486 | — |
2016 | 0.003 | — |
2015 | -0.085 | — |
2014 | 0.029 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.062 | 0.123 | 0.016 | -0.058 |
2023 | -0.035 | 0.124 | 0.017 | 0.104 |
2022 | -0.045 | -0.105 | 0.042 | 0.012 |
2021 | 0.053 | 0.051 | 0.131 | -0.005 |
2020 | -0.181 | 0.182 | 0.157 | 0.179 |
2019 | 0.152 | 0.016 | -0.013 | 0.115 |
2018 | 0.019 | -0.080 | -0.065 | -0.076 |
2017 | 0.123 | 0.108 | 0.090 | 0.095 |
2016 | -0.011 | 0.012 | 0.100 | -0.089 |
2015 | 0.056 | -0.018 | -0.152 | 0.040 |
2014 | 0.009 | 0.050 | -0.036 | 0.008 |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.028 |
3 years | 0.058 |
5 years | 0.179 |
10 years | 0.096 |