Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.092 | 0 | 47 |
1 month | -0.025 | 0 | 22 |
3 months | -0.092 | 0 | 47 |
1 year | -0.011 | 0 | 32 |
3 years | 0.026 | 0 | — |
5 years | 0.124 | 0 | — |
10 years | 0.050 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.151 | — |
2023 | 0.093 | — |
2022 | -0.146 | — |
2021 | 0.189 | — |
2020 | 0.158 | — |
2019 | 0.095 | — |
2018 | -0.150 | — |
2017 | 0.173 | — |
2016 | 0.194 | — |
2015 | -0.019 | — |
2014 | 0.181 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.092 | — | — | — |
2024 | 0.056 | 0.035 | 0.042 | 0.010 |
2023 | 0.024 | 0.020 | 0.017 | 0.029 |
2022 | -0.098 | -0.075 | 0.042 | -0.018 |
2021 | 0.063 | 0.081 | 0.022 | 0.012 |
2020 | -0.251 | 0.262 | 0.082 | 0.133 |
2019 | 0.063 | 0.016 | -0.021 | 0.035 |
2018 | -0.060 | 0.019 | -0.066 | -0.050 |
2017 | 0.097 | 0.012 | -0.019 | 0.076 |
2016 | -0.006 | 0.085 | 0.125 | -0.016 |
2015 | 0.055 | -0.057 | -0.071 | 0.061 |
2014 | 0.035 | 0.049 | 0.103 | -0.014 |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.011 |
3 years | 0.026 |
5 years | 0.124 |
10 years | 0.050 |