Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.021 | 0 | 90 |
1 month | -0.028 | 0 | 80 |
3 months | -0.021 | 0 | 90 |
1 year | 0.016 | 0 | 85 |
3 years | 0.009 | 0 | 57 |
5 years | 0.043 | 0 | 15 |
10 years | 0.025 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.077 | — |
2023 | 0.071 | — |
2022 | -0.132 | — |
2021 | 0.069 | — |
2020 | 0.119 | — |
2019 | 0.116 | — |
2018 | -0.053 | — |
2017 | 0.068 | — |
2016 | -0.004 | — |
2015 | 0.043 | — |
2014 | 0.095 | — |
2013 | 0.059 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.038 | 0.012 | 0.012 | 0.013 |
2023 | 0.017 | 0.016 | -0.012 | 0.049 |
2022 | -0.047 | -0.077 | -0.005 | -0.008 |
2021 | 0.020 | 0.029 | -0.002 | 0.021 |
2020 | -0.049 | 0.080 | 0.041 | 0.046 |
2019 | 0.067 | 0.015 | 0.006 | 0.024 |
2018 | -0.010 | 0.012 | 0.014 | -0.068 |
2017 | 0.026 | 0.006 | 0.015 | 0.019 |
2016 | -0.036 | 0.006 | 0.014 | 0.013 |
2015 | 0.079 | -0.021 | -0.042 | 0.032 |
2014 | 0.015 | 0.016 | 0.035 | 0.025 |
2013 | 0.030 | -0.020 | 0.014 | 0.034 |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.014 |
3 years | -0.001 |
5 years | 0.036 |
10 years | 0.021 |