Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.032 | 0 | 92 |
1 month | -0.051 | 0 | 99 |
3 months | -0.065 | 0 | 94 |
1 year | 0.080 | 0 | 72 |
3 years | 0.063 | 0 | 57 |
5 years | 0.060 | 0 | 55 |
10 years | 0.055 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.172 | — |
2023 | 0.052 | — |
2022 | -0.060 | — |
2021 | 0.110 | — |
2020 | 0.040 | — |
2019 | 0.108 | — |
2018 | 0.021 | — |
2017 | 0.003 | — |
2016 | 0.055 | — |
2015 | 0.151 | — |
2014 | 0.168 | — |
2013 | 0.171 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.020 | — | — | — |
2024 | 0.062 | 0.010 | 0.054 | 0.036 |
2023 | 0.015 | -0.008 | -0.004 | 0.049 |
2022 | -0.048 | -0.071 | 0.020 | 0.042 |
2021 | 0.019 | 0.031 | 0.019 | 0.037 |
2020 | -0.075 | 0.061 | 0.018 | 0.040 |
2019 | 0.058 | 0.007 | 0.027 | 0.013 |
2018 | -0.004 | 0.031 | 0.007 | -0.012 |
2017 | 0.008 | -0.015 | -0.019 | 0.029 |
2016 | -0.042 | 0.025 | 0.039 | 0.034 |
2015 | 0.097 | -0.029 | 0.022 | 0.058 |
2014 | 0.065 | 0.001 | 0.036 | 0.057 |
2013 | 0.072 | 0.032 | -0.008 | 0.067 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.080 |
3 years | 0.063 |
5 years | 0.060 |
10 years | 0.055 |