Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.028 | 0 | 36 |
1 month | 0.017 | 0 | 52 |
3 months | 0.037 | 0 | 7 |
1 year | 0.112 | 0 | 11 |
3 years | 0.097 | 0 | 44 |
5 years | 0.136 | 0 | 3 |
10 years | 0.096 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.115 | — |
2023 | 0.107 | — |
2022 | 0.064 | — |
2021 | 0.143 | — |
2020 | 0.101 | — |
2019 | 0.065 | — |
2018 | -0.011 | — |
2017 | 0.170 | — |
2016 | 0.144 | — |
2015 | 0.063 | — |
2014 | 0.286 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.011 | — | — | — |
2024 | 0.020 | 0.043 | 0.043 | 0.004 |
2023 | 0.001 | 0.046 | 0.021 | 0.035 |
2022 | 0.029 | -0.031 | 0.044 | 0.022 |
2021 | 0.047 | 0.033 | 0.047 | 0.009 |
2020 | -0.110 | 0.063 | 0.056 | 0.103 |
2019 | 0.018 | 0.020 | 0.004 | 0.021 |
2018 | -0.019 | 0.001 | -0.015 | 0.022 |
2017 | 0.070 | 0.040 | 0.032 | 0.018 |
2016 | 0.004 | 0.069 | 0.087 | -0.020 |
2015 | 0.034 | -0.001 | 0.026 | 0.003 |
2014 | 0.039 | 0.084 | 0.049 | 0.089 |
2013 | 0.031 | -0.002 | 0.061 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.112 |
3 years | 0.097 |
5 years | 0.136 |
10 years | 0.096 |