Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.002 | 0 | 91 |
1 month | 0.014 | 0 | 61 |
3 months | 0.075 | 0 | 71 |
1 year | 0.049 | 0 | 84 |
3 years | 0.122 | 0 | 51 |
5 years | 0.102 | 0 | 26 |
10 years | 0.107 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.200 | — |
2023 | 0.153 | — |
2022 | -0.136 | — |
2021 | 0.235 | — |
2020 | 0.162 | — |
2019 | 0.252 | — |
2018 | 0.033 | — |
2017 | 0.210 | — |
2016 | 0.007 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.028 | 0.016 | — | — |
2024 | 0.099 | 0.024 | 0.035 | 0.030 |
2023 | 0.076 | 0.030 | -0.033 | 0.076 |
2022 | -0.111 | -0.113 | -0.007 | 0.103 |
2021 | 0.006 | 0.086 | 0.028 | 0.100 |
2020 | -0.094 | 0.107 | 0.091 | 0.063 |
2019 | 0.125 | 0.034 | 0.011 | 0.065 |
2018 | 0.026 | 0.027 | 0.040 | -0.058 |
2017 | 0.091 | 0.032 | 0.012 | 0.063 |
2016 | -0.054 | 0.016 | 0.051 | -0.004 |
2015 | -0.008 | 0.090 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.049 |
3 years | 0.122 |
5 years | 0.102 |
10 years | 0.107 |