Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.067 | 0 | 49 |
1 month | -0.019 | 0 | 35 |
3 months | -0.105 | 0 | 47 |
1 year | 0.038 | 0 | 34 |
3 years | 0.074 | 0 | 31 |
5 years | 0.116 | 0 | 25 |
10 years | 0.103 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.195 | — |
2023 | 0.155 | — |
2022 | -0.077 | — |
2021 | 0.202 | — |
2020 | 0.128 | — |
2019 | 0.229 | — |
2018 | -0.047 | — |
2017 | 0.132 | — |
2016 | 0.293 | — |
2015 | 0.032 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.049 | — | — | — |
2024 | 0.088 | 0.030 | 0.005 | 0.061 |
2023 | 0.032 | 0.038 | 0.011 | 0.067 |
2022 | -0.017 | -0.096 | 0.032 | 0.007 |
2021 | 0.038 | 0.067 | 0.027 | 0.057 |
2020 | -0.153 | 0.184 | 0.038 | 0.083 |
2019 | 0.092 | 0.071 | 0.031 | 0.020 |
2018 | -0.058 | 0.083 | 0.053 | -0.112 |
2017 | 0.055 | 0.002 | 0.016 | 0.054 |
2016 | 0.026 | 0.068 | 0.095 | 0.077 |
2015 | 0.077 | -0.057 | -0.073 | 0.096 |
2014 | 0.046 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.038 |
3 years | 0.074 |
5 years | 0.116 |
10 years | 0.103 |