Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.028 | 0 | 62 |
1 month | 0.021 | 0 | 67 |
3 months | 0.047 | 0 | 48 |
1 year | 0.067 | 0 | 84 |
3 years | 0.104 | 0 | 88 |
5 years | 0.075 | 0 | 80 |
10 years | 0.056 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.131 | — |
2023 | 0.153 | — |
2022 | -0.171 | — |
2021 | 0.157 | — |
2020 | 0.062 | — |
2019 | 0.187 | — |
2018 | -0.085 | — |
2017 | 0.114 | — |
2016 | 0.059 | — |
2015 | 0.042 | — |
2014 | 0.087 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.018 | 0.047 | — | — |
2024 | 0.071 | 0.017 | 0.035 | 0.003 |
2023 | 0.057 | 0.048 | -0.037 | 0.081 |
2022 | -0.055 | -0.127 | -0.047 | 0.054 |
2021 | 0.038 | 0.048 | 0.001 | 0.063 |
2020 | -0.173 | 0.149 | 0.032 | 0.084 |
2019 | 0.103 | 0.014 | 0.015 | 0.044 |
2018 | -0.016 | 0.031 | 0.022 | -0.117 |
2017 | 0.042 | 0.006 | 0.016 | 0.046 |
2016 | -0.038 | 0.011 | 0.054 | 0.033 |
2015 | 0.076 | -0.019 | -0.056 | 0.046 |
2014 | 0.018 | 0.031 | 0.013 | 0.023 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.067 |
3 years | 0.104 |
5 years | 0.075 |
10 years | 0.056 |