Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.139 | 0 | 83 |
1 month | -0.004 | 0 | 22 |
3 months | -0.174 | 0 | 72 |
1 year | 0.017 | 0 | 32 |
3 years | 0.080 | 0 | 10 |
5 years | 0.086 | 0 | 52 |
10 years | 0.126 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.304 | — |
2023 | 0.266 | — |
2022 | -0.297 | — |
2021 | 0.087 | — |
2020 | 0.439 | — |
2019 | 0.322 | — |
2018 | 0.061 | — |
2017 | 0.227 | — |
2016 | 0.187 | — |
2015 | 0.086 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.136 | — | — | — |
2024 | 0.149 | 0.055 | -0.019 | 0.096 |
2023 | 0.124 | 0.067 | -0.024 | 0.082 |
2022 | -0.114 | -0.180 | 0.035 | -0.064 |
2021 | -0.031 | 0.103 | 0.027 | -0.009 |
2020 | -0.111 | 0.348 | 0.076 | 0.115 |
2019 | 0.172 | 0.101 | 0.017 | 0.008 |
2018 | 0.025 | 0.126 | 0.091 | -0.158 |
2017 | 0.098 | 0.017 | 0.038 | 0.059 |
2016 | -0.031 | 0.115 | 0.089 | 0.009 |
2015 | 0.102 | -0.050 | -0.050 | 0.093 |
2014 | -0.006 | 0.049 | 0.089 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.017 |
3 years | 0.080 |
5 years | 0.086 |
10 years | 0.126 |