Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.126 | 0 | 5 |
1 month | 0.029 | 0 | 22 |
3 months | 0.079 | 0 | 25 |
1 year | 0.136 | 0 | 19 |
3 years | 0.119 | 0 | 31 |
5 years | 0.111 | 0 | 8 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.111 | — |
2023 | 0.085 | — |
2022 | -0.001 | — |
2021 | 0.142 | — |
2020 | 0.062 | — |
2019 | 0.196 | — |
2018 | -0.051 | — |
2017 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.002 | 0.046 | 0.079 | — |
2024 | 0.051 | 0.031 | 0.016 | 0.009 |
2023 | 0.013 | 0.009 | 0.011 | 0.050 |
2022 | 0.011 | -0.057 | 0.014 | 0.034 |
2021 | 0.033 | 0.052 | 0.016 | 0.035 |
2020 | -0.165 | 0.148 | 0.015 | 0.091 |
2019 | 0.080 | 0.052 | 0.021 | 0.030 |
2018 | -0.047 | 0.072 | 0.016 | -0.087 |
2017 | 0.000 | 0.046 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.136 |
3 years | 0.119 |
5 years | 0.111 |