Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.054 | 0 | 62 |
1 month | 0.027 | 0 | 62 |
3 months | 0.101 | 0 | 63 |
1 year | 0.060 | 0 | 66 |
3 years | 0.168 | 0 | 50 |
5 years | 0.166 | 0 | 47 |
10 years | 0.078 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.206 | — |
2023 | 0.284 | — |
2022 | -0.046 | — |
2021 | 0.132 | — |
2020 | 0.086 | — |
2019 | 0.183 | — |
2018 | -0.153 | — |
2017 | 0.196 | — |
2016 | -0.009 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.046 | 0.075 | — | — |
2024 | 0.186 | 0.022 | -0.060 | 0.059 |
2023 | 0.071 | 0.155 | 0.016 | 0.022 |
2022 | -0.016 | -0.044 | -0.017 | 0.032 |
2021 | 0.087 | 0.001 | 0.051 | -0.009 |
2020 | -0.174 | 0.115 | 0.045 | 0.127 |
2019 | 0.075 | -0.017 | 0.034 | 0.082 |
2018 | -0.055 | 0.018 | 0.062 | -0.172 |
2017 | -0.002 | 0.060 | 0.041 | 0.085 |
2016 | -0.127 | -0.078 | 0.070 | 0.150 |
2015 | 0.051 | -0.137 | 0.097 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.060 |
3 years | 0.168 |
5 years | 0.166 |
10 years | 0.078 |