Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.005 | 0 | 36 |
1 month | 0.024 | 0 | 81 |
3 months | 0.071 | 0 | 47 |
1 year | 0.087 | 0 | 70 |
3 years | 0.252 | 0 | 36 |
5 years | 0.233 | 0 | 8 |
10 years | 0.160 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.347 | — |
2023 | 0.404 | — |
2022 | -0.060 | — |
2021 | 0.328 | — |
2020 | 0.666 | — |
2019 | 0.017 | — |
2018 | 0.046 | — |
2017 | 0.086 | — |
2016 | -0.097 | — |
2015 | 0.195 | — |
2014 | 0.506 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.091 | 0.081 | — | — |
2024 | 0.089 | 0.042 | 0.175 | 0.010 |
2023 | -0.041 | 0.174 | 0.115 | 0.118 |
2022 | -0.042 | -0.099 | 0.085 | 0.004 |
2021 | 0.052 | 0.224 | 0.010 | 0.022 |
2020 | -0.062 | 0.319 | 0.198 | 0.125 |
2019 | 0.009 | -0.063 | -0.009 | 0.086 |
2018 | -0.071 | 0.072 | 0.109 | -0.053 |
2017 | 0.011 | -0.047 | 0.004 | 0.123 |
2016 | -0.123 | 0.024 | 0.080 | -0.070 |
2015 | 0.089 | -0.024 | 0.150 | -0.022 |
2014 | 0.044 | 0.111 | 0.254 | 0.035 |
2013 | 0.074 | 0.046 | 0.152 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.087 |
3 years | 0.252 |
5 years | 0.233 |
10 years | 0.160 |