Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.078 | 0 | 85 |
1 month | -0.001 | 0 | 76 |
3 months | 0.082 | 0 | 78 |
1 year | 0.091 | 0 | 81 |
3 years | 0.103 | 0 | 81 |
5 years | 0.106 | 0 | 50 |
10 years | 0.050 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.091 | — |
2023 | 0.189 | — |
2022 | -0.206 | — |
2021 | 0.268 | — |
2020 | 0.233 | — |
2019 | 0.277 | — |
2018 | -0.091 | — |
2017 | — | — |
2016 | — | — |
2015 | -0.008 | — |
2014 | 0.061 | — |
2013 | 0.271 | — |
2012 | 0.149 | — |
2011 | -0.060 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.014 | 0.094 | — | — |
2024 | 0.053 | -0.019 | 0.099 | -0.039 |
2023 | 0.071 | 0.049 | -0.062 | 0.128 |
2022 | -0.081 | -0.169 | -0.072 | 0.119 |
2021 | 0.038 | 0.076 | 0.008 | 0.126 |
2020 | -0.173 | 0.202 | 0.104 | 0.123 |
2019 | 0.123 | 0.038 | 0.004 | 0.091 |
2018 | -0.017 | 0.018 | 0.049 | -0.134 |
2017 | 0.056 | — | — | — |
2016 | -0.012 | — | — | — |
2015 | 0.012 | 0.005 | -0.087 | 0.068 |
2014 | 0.015 | 0.050 | -0.021 | 0.017 |
2013 | 0.087 | 0.006 | 0.081 | 0.074 |
2012 | 0.120 | -0.051 | 0.063 | 0.016 |
2011 | 0.048 | 0.005 | -0.166 | 0.071 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.091 |
3 years | 0.103 |
5 years | 0.106 |
10 years | 0.050 |