Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.024 | 0 | 47 |
1 month | -0.018 | 0 | 72 |
3 months | -0.062 | 0 | 57 |
1 year | 0.011 | 0 | 79 |
3 years | 0.030 | 0 | 61 |
5 years | 0.066 | 0 | 35 |
10 years | 0.054 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.073 | — |
2023 | 0.093 | — |
2022 | -0.078 | — |
2021 | 0.124 | — |
2020 | 0.016 | — |
2019 | 0.176 | — |
2018 | -0.041 | — |
2017 | 0.117 | — |
2016 | 0.177 | — |
2015 | 0.000 | — |
2014 | 0.049 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.006 | — | — | — |
2024 | 0.034 | 0.025 | 0.007 | 0.005 |
2023 | 0.025 | 0.012 | 0.004 | 0.050 |
2022 | -0.016 | -0.070 | -0.010 | 0.017 |
2021 | 0.018 | 0.058 | 0.012 | 0.032 |
2020 | -0.179 | 0.128 | 0.014 | 0.082 |
2019 | 0.082 | 0.051 | 0.008 | 0.027 |
2018 | -0.052 | 0.071 | 0.014 | -0.068 |
2017 | 0.033 | 0.015 | 0.020 | 0.044 |
2016 | 0.009 | 0.044 | 0.074 | 0.041 |
2015 | 0.039 | -0.025 | -0.058 | 0.048 |
2014 | 0.004 | 0.028 | 0.002 | 0.014 |
2013 | 0.038 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.011 |
3 years | 0.030 |
5 years | 0.066 |
10 years | 0.054 |