Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.043 | 0 | 48 |
1 month | -0.061 | 0 | 48 |
3 months | -0.043 | 0 | 48 |
1 year | 0.041 | 0 | 26 |
3 years | 0.071 | 0 | 31 |
5 years | 0.140 | 0 | 26 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.183 | — |
2023 | 0.147 | — |
2022 | -0.080 | — |
2021 | 0.189 | — |
2020 | 0.125 | — |
2019 | 0.215 | — |
2018 | -0.045 | — |
2017 | 0.130 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.086 | 0.023 | 0.007 | 0.057 |
2023 | 0.040 | 0.030 | 0.007 | 0.063 |
2022 | -0.027 | -0.086 | 0.015 | 0.019 |
2021 | 0.040 | 0.069 | 0.012 | 0.056 |
2020 | -0.170 | 0.201 | 0.032 | 0.093 |
2019 | 0.098 | 0.059 | 0.031 | 0.014 |
2018 | -0.044 | 0.070 | 0.051 | -0.112 |
2017 | 0.054 | 0.004 | 0.018 | 0.049 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.041 |
3 years | 0.071 |
5 years | 0.140 |