Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.045 | 0 | 30 |
1 month | 0.025 | 0 | 7 |
3 months | -0.107 | 0 | 39 |
1 year | 0.020 | 0 | 26 |
3 years | 0.014 | 0 | 59 |
5 years | 0.055 | 0 | 81 |
10 years | 0.087 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.098 | — |
2023 | 0.071 | — |
2022 | -0.313 | — |
2021 | 0.197 | — |
2020 | 0.329 | — |
2019 | 0.186 | — |
2018 | -0.048 | — |
2017 | 0.257 | — |
2016 | 0.266 | — |
2015 | 0.119 | — |
2014 | -0.015 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.068 | — | — | — |
2024 | 0.075 | 0.013 | -0.016 | 0.025 |
2023 | 0.063 | -0.020 | -0.042 | 0.074 |
2022 | -0.195 | -0.182 | 0.013 | 0.029 |
2021 | -0.014 | 0.102 | 0.060 | 0.039 |
2020 | -0.178 | 0.320 | 0.095 | 0.119 |
2019 | 0.109 | 0.081 | -0.010 | -0.001 |
2018 | 0.019 | 0.125 | 0.054 | -0.212 |
2017 | 0.080 | 0.049 | 0.084 | 0.024 |
2016 | 0.034 | 0.049 | 0.138 | 0.025 |
2015 | 0.085 | -0.018 | -0.018 | 0.070 |
2014 | -0.017 | -0.074 | -0.004 | 0.086 |
2013 | 0.084 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.020 |
3 years | 0.014 |
5 years | 0.055 |
10 years | 0.087 |