Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.095 | 0 | 79 |
1 month | -0.059 | 0 | 94 |
3 months | -0.110 | 0 | 72 |
1 year | 0.182 | 0 | 67 |
3 years | 0.031 | 0 | 71 |
5 years | 0.042 | 0 | 61 |
10 years | 0.059 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.346 | — |
2023 | 0.034 | — |
2022 | -0.236 | — |
2021 | 0.179 | — |
2020 | 0.127 | — |
2019 | 0.148 | — |
2018 | -0.139 | — |
2017 | 0.152 | — |
2016 | 0.169 | — |
2015 | 0.103 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.037 | — | — | — |
2024 | 0.036 | 0.143 | 0.112 | 0.022 |
2023 | -0.026 | -0.002 | -0.009 | 0.073 |
2022 | -0.083 | -0.159 | -0.073 | 0.067 |
2021 | 0.069 | 0.014 | 0.019 | 0.067 |
2020 | -0.054 | 0.137 | 0.031 | 0.016 |
2019 | 0.091 | -0.002 | 0.019 | 0.035 |
2018 | -0.084 | 0.036 | -0.008 | -0.086 |
2017 | -0.038 | 0.000 | 0.057 | 0.132 |
2016 | -0.027 | 0.051 | 0.089 | 0.050 |
2015 | 0.048 | 0.009 | -0.047 | 0.095 |
2014 | 0.014 | 0.087 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.182 |
3 years | 0.031 |
5 years | 0.042 |
10 years | 0.059 |