Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.075 | 0 | 42 |
1 month | 0.035 | 0 | 21 |
3 months | 0.101 | 0 | 10 |
1 year | 0.080 | 0 | 8 |
3 years | 0.213 | 0 | 27 |
5 years | 0.230 | 0 | 10 |
10 years | 0.135 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.163 | — |
2023 | 0.239 | — |
2022 | 0.042 | — |
2021 | 0.288 | — |
2020 | 0.150 | — |
2019 | 0.084 | — |
2018 | -0.020 | — |
2017 | 0.320 | — |
2016 | 0.085 | — |
2015 | 0.020 | — |
2014 | 0.460 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.023 | 0.101 | — | — |
2024 | 0.046 | 0.107 | 0.089 | -0.078 |
2023 | -0.038 | 0.121 | 0.043 | 0.102 |
2022 | -0.006 | -0.090 | 0.101 | 0.047 |
2021 | 0.058 | 0.086 | 0.128 | -0.007 |
2020 | -0.290 | 0.196 | 0.087 | 0.245 |
2019 | 0.051 | 0.004 | -0.027 | 0.056 |
2018 | -0.058 | 0.025 | -0.006 | 0.021 |
2017 | 0.135 | 0.046 | 0.038 | 0.071 |
2016 | -0.018 | 0.092 | 0.072 | -0.056 |
2015 | 0.045 | -0.001 | -0.027 | 0.004 |
2014 | 0.073 | 0.189 | 0.057 | 0.083 |
2013 | 0.029 | -0.001 | 0.122 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.080 |
3 years | 0.213 |
5 years | 0.230 |
10 years | 0.135 |