Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.108 | 0 | 1 |
1 month | 0.001 | 0 | 1 |
3 months | 0.108 | 0 | 1 |
1 year | 0.165 | 0 | 1 |
3 years | 0.135 | 0 | 1 |
5 years | 0.172 | 0 | 1 |
10 years | 0.084 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.177 | — |
2023 | 0.156 | — |
2022 | -0.068 | — |
2021 | 0.227 | — |
2020 | 0.022 | — |
2019 | 0.262 | — |
2018 | -0.133 | — |
2017 | 0.156 | — |
2016 | 0.002 | — |
2015 | 0.183 | — |
2014 | 0.086 | — |
2013 | 0.188 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.119 | 0.003 | 0.047 | 0.002 |
2023 | 0.095 | 0.005 | -0.004 | 0.055 |
2022 | -0.040 | -0.057 | -0.075 | 0.113 |
2021 | 0.066 | 0.070 | 0.021 | 0.054 |
2020 | -0.203 | 0.162 | -0.005 | 0.109 |
2019 | 0.116 | 0.051 | 0.012 | 0.063 |
2018 | -0.041 | 0.031 | 0.016 | -0.137 |
2017 | 0.086 | 0.036 | 0.013 | 0.014 |
2016 | -0.059 | 0.002 | 0.042 | 0.020 |
2015 | 0.173 | -0.025 | -0.049 | 0.088 |
2014 | 0.008 | 0.024 | 0.004 | 0.047 |
2013 | 0.090 | -0.026 | 0.086 | 0.030 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.107 |
3 years | 0.116 |
5 years | 0.160 |
10 years | 0.079 |