Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.019 | 0 | 87 |
1 month | -0.040 | 0 | 88 |
3 months | -0.019 | 0 | 87 |
1 year | 0.021 | 0 | 65 |
3 years | 0.014 | 0 | 71 |
5 years | 0.047 | 0 | 67 |
10 years | 0.018 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.083 | — |
2023 | 0.096 | — |
2022 | -0.161 | — |
2021 | 0.104 | — |
2020 | 0.028 | — |
2019 | 0.133 | — |
2018 | -0.062 | — |
2017 | 0.050 | — |
2016 | -0.004 | — |
2015 | 0.059 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.040 | 0.008 | 0.021 | 0.011 |
2023 | 0.040 | 0.015 | -0.022 | 0.061 |
2022 | -0.064 | -0.092 | -0.029 | 0.016 |
2021 | 0.023 | 0.032 | 0.007 | 0.038 |
2020 | -0.118 | 0.090 | 0.022 | 0.047 |
2019 | 0.074 | 0.017 | 0.021 | 0.016 |
2018 | -0.024 | 0.018 | 0.015 | -0.071 |
2017 | 0.028 | -0.001 | 0.007 | 0.015 |
2016 | -0.031 | 0.006 | 0.017 | 0.005 |
2015 | 0.094 | -0.030 | -0.046 | 0.046 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.021 |
3 years | 0.014 |
5 years | 0.047 |
10 years | 0.018 |