Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.045 | 0 | 17 |
1 month | -0.015 | 0 | 98 |
3 months | -0.002 | 0 | 19 |
1 year | 0.164 | 0 | 5 |
3 years | 0.086 | 0 | 46 |
5 years | 0.089 | 0 | 76 |
10 years | 0.079 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.122 | — |
2023 | 0.165 | — |
2022 | -0.121 | — |
2021 | 0.065 | — |
2020 | 0.088 | — |
2019 | 0.223 | — |
2018 | -0.091 | — |
2017 | 0.279 | — |
2016 | 0.070 | — |
2015 | 0.054 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.060 | — | — | — |
2024 | 0.043 | 0.002 | 0.091 | -0.016 |
2023 | 0.075 | 0.033 | -0.034 | 0.086 |
2022 | -0.028 | -0.089 | -0.100 | 0.104 |
2021 | 0.037 | 0.050 | -0.052 | 0.032 |
2020 | -0.176 | 0.147 | 0.041 | 0.106 |
2019 | 0.114 | 0.027 | -0.006 | 0.075 |
2018 | -0.018 | -0.006 | 0.034 | -0.099 |
2017 | 0.087 | 0.079 | 0.030 | 0.059 |
2016 | 0.025 | 0.020 | 0.054 | -0.028 |
2015 | 0.010 | 0.016 | -0.043 | 0.073 |
2014 | 0.035 | -0.033 | 0.028 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.164 |
3 years | 0.086 |
5 years | 0.089 |
10 years | 0.079 |