Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.140 | 0 | 100 |
1 month | -0.043 | 0 | 26 |
3 months | -0.167 | 0 | 100 |
1 year | 0.093 | 0 | 39 |
3 years | 0.131 | 0 | 8 |
5 years | 0.120 | 0 | 46 |
10 years | 0.090 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.440 | — |
2023 | 0.192 | — |
2022 | -0.205 | — |
2021 | 0.246 | — |
2020 | 0.253 | — |
2019 | 0.174 | — |
2018 | -0.049 | — |
2017 | 0.008 | — |
2016 | 0.011 | — |
2015 | 0.207 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.101 | — | — | — |
2024 | 0.148 | 0.084 | 0.027 | 0.127 |
2023 | 0.061 | 0.044 | -0.015 | 0.094 |
2022 | -0.088 | -0.193 | 0.009 | 0.070 |
2021 | 0.013 | 0.070 | 0.035 | 0.110 |
2020 | -0.039 | 0.149 | 0.049 | 0.080 |
2019 | 0.071 | -0.004 | 0.022 | 0.077 |
2018 | -0.003 | 0.044 | 0.062 | -0.139 |
2017 | -0.010 | -0.017 | -0.010 | 0.046 |
2016 | -0.126 | 0.019 | 0.031 | 0.101 |
2015 | 0.081 | 0.021 | -0.014 | 0.110 |
2014 | 0.010 | 0.059 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.093 |
3 years | 0.131 |
5 years | 0.120 |
10 years | 0.090 |