Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.105 | 0 | 81 |
1 month | -0.047 | 0 | 57 |
3 months | -0.136 | 0 | 78 |
1 year | 0.106 | 0 | 37 |
3 years | 0.147 | 0 | 19 |
5 years | 0.141 | 0 | 31 |
10 years | 0.110 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.385 | — |
2023 | 0.251 | — |
2022 | -0.154 | — |
2021 | 0.249 | — |
2020 | 0.155 | — |
2019 | 0.255 | — |
2018 | -0.022 | — |
2017 | 0.115 | — |
2016 | -0.002 | — |
2015 | 0.178 | — |
2014 | 0.214 | — |
2013 | 0.393 | — |
2012 | 0.102 | — |
2011 | -0.042 | — |
2010 | 0.086 | — |
2009 | 0.091 | — |
2008 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.060 | — | — | — |
2024 | 0.145 | 0.061 | 0.039 | 0.098 |
2023 | 0.083 | 0.069 | -0.005 | 0.086 |
2022 | -0.072 | -0.149 | 0.019 | 0.051 |
2021 | 0.038 | 0.074 | 0.019 | 0.100 |
2020 | -0.128 | 0.174 | 0.061 | 0.064 |
2019 | 0.111 | 0.033 | 0.019 | 0.073 |
2018 | 0.014 | 0.047 | 0.036 | -0.111 |
2017 | 0.043 | 0.003 | -0.004 | 0.069 |
2016 | -0.087 | 0.003 | 0.050 | 0.038 |
2015 | 0.126 | -0.011 | -0.026 | 0.086 |
2014 | 0.045 | 0.007 | 0.062 | 0.087 |
2013 | 0.104 | 0.063 | 0.038 | 0.144 |
2012 | 0.110 | -0.033 | 0.030 | -0.002 |
2011 | 0.015 | -0.021 | -0.107 | 0.079 |
2010 | 0.018 | -0.089 | 0.069 | 0.096 |
2009 | -0.059 | 0.063 | 0.051 | 0.038 |
2008 | -0.009 | -0.139 | -0.098 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.106 |
3 years | 0.147 |
5 years | 0.141 |
10 years | 0.110 |