Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.005 | 0 | 29 |
1 month | 0.033 | 0 | 33 |
3 months | 0.045 | 0 | 9 |
1 year | 0.072 | 0 | 50 |
3 years | 0.090 | 0 | 93 |
5 years | 0.164 | 0 | 92 |
10 years | 0.133 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.159 | — |
2023 | 0.184 | — |
2022 | -0.136 | — |
2021 | 0.254 | — |
2020 | 0.225 | — |
2019 | 0.162 | — |
2018 | 0.018 | — |
2017 | 0.469 | — |
2016 | 0.058 | — |
2015 | 0.054 | — |
2014 | 0.404 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.036 | — | — | — |
2024 | 0.064 | 0.064 | 0.102 | -0.071 |
2023 | -0.073 | 0.153 | 0.007 | 0.100 |
2022 | -0.063 | -0.151 | 0.110 | -0.021 |
2021 | 0.010 | 0.102 | 0.152 | -0.022 |
2020 | -0.237 | 0.157 | 0.086 | 0.278 |
2019 | 0.014 | 0.059 | 0.029 | 0.052 |
2018 | -0.053 | 0.092 | -0.023 | 0.008 |
2017 | 0.156 | 0.086 | 0.069 | 0.095 |
2016 | -0.034 | 0.090 | 0.079 | -0.069 |
2015 | 0.066 | 0.013 | -0.039 | 0.016 |
2014 | 0.039 | 0.162 | 0.055 | 0.102 |
2013 | 0.033 | -0.029 | 0.087 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.062 |
3 years | 0.090 |
5 years | 0.164 |
10 years | 0.133 |