Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.023 | 0 | 34 |
1 month | 0.032 | 0 | 45 |
3 months | 0.001 | 0 | 72 |
1 year | 0.052 | 0 | 65 |
3 years | 0.130 | 0 | 74 |
5 years | 0.212 | 0 | 56 |
10 years | 0.137 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.152 | — |
2023 | 0.239 | — |
2022 | 0.016 | — |
2021 | 0.321 | — |
2020 | 0.147 | — |
2019 | 0.120 | — |
2018 | -0.044 | — |
2017 | 0.386 | — |
2016 | 0.069 | — |
2015 | 0.106 | — |
2014 | 0.569 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.054 | — | — | — |
2024 | 0.030 | 0.107 | 0.074 | -0.059 |
2023 | -0.032 | 0.120 | 0.044 | 0.096 |
2022 | 0.007 | -0.099 | 0.090 | 0.028 |
2021 | 0.085 | 0.098 | 0.106 | 0.002 |
2020 | -0.273 | 0.168 | 0.083 | 0.247 |
2019 | 0.060 | 0.032 | -0.004 | 0.028 |
2018 | -0.054 | 0.004 | -0.014 | 0.021 |
2017 | 0.143 | 0.045 | 0.059 | 0.096 |
2016 | -0.028 | 0.091 | 0.061 | -0.049 |
2015 | 0.052 | 0.004 | 0.010 | 0.037 |
2014 | 0.061 | 0.217 | 0.101 | 0.104 |
2013 | 0.000 | -0.025 | 0.145 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.052 |
3 years | 0.130 |
5 years | 0.212 |
10 years | 0.137 |