Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.016 | 0 | 29 |
1 month | 0.005 | 0 | 34 |
3 months | 0.016 | 0 | 29 |
1 year | 0.046 | 0 | 24 |
3 years | 0.026 | 0 | 9 |
5 years | 0.040 | 0 | 35 |
10 years | 0.029 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.036 | — |
2023 | 0.038 | — |
2022 | -0.038 | — |
2021 | 0.032 | — |
2020 | 0.038 | — |
2019 | 0.090 | — |
2018 | -0.002 | — |
2017 | 0.034 | — |
2016 | 0.048 | — |
2015 | 0.020 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.007 | 0.003 | 0.042 | -0.016 |
2023 | 0.007 | 0.012 | -0.013 | 0.033 |
2022 | -0.027 | -0.024 | -0.014 | 0.027 |
2021 | 0.006 | 0.023 | 0.003 | -0.001 |
2020 | -0.074 | 0.070 | 0.022 | 0.025 |
2019 | 0.026 | 0.027 | 0.027 | 0.007 |
2018 | -0.009 | -0.007 | 0.007 | 0.006 |
2017 | 0.018 | 0.006 | 0.011 | -0.002 |
2016 | 0.020 | 0.025 | 0.011 | -0.009 |
2015 | 0.014 | 0.005 | 0.002 | -0.001 |
2014 | 0.016 | -0.005 | 0.004 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.025 |
3 years | 0.019 |
5 years | 0.036 |
10 years | 0.027 |