Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.156 | 0 | 77 |
1 month | -0.114 | 0 | 85 |
3 months | -0.156 | 0 | 77 |
1 year | -0.113 | 0 | 79 |
3 years | -0.003 | 0 | 73 |
5 years | 0.182 | 0 | 5 |
10 years | 0.085 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.114 | — |
2023 | 0.121 | — |
2022 | -0.079 | — |
2021 | 0.299 | — |
2020 | 0.208 | — |
2019 | 0.224 | — |
2018 | -0.167 | — |
2017 | 0.103 | — |
2016 | 0.543 | — |
2015 | -0.089 | — |
2014 | 0.039 | — |
2013 | 0.388 | — |
2012 | 0.160 | — |
2011 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.060 | -0.019 | -0.030 | 0.104 |
2023 | 0.035 | 0.036 | -0.013 | 0.060 |
2022 | -0.020 | -0.120 | 0.030 | 0.036 |
2021 | 0.231 | 0.041 | -0.034 | 0.049 |
2020 | -0.340 | 0.318 | 0.063 | 0.305 |
2019 | 0.118 | 0.036 | 0.038 | 0.018 |
2018 | -0.066 | 0.125 | 0.025 | -0.227 |
2017 | 0.025 | -0.017 | 0.064 | 0.029 |
2016 | 0.051 | 0.098 | 0.154 | 0.159 |
2015 | 0.064 | -0.057 | -0.130 | 0.043 |
2014 | 0.024 | -0.029 | -0.053 | 0.103 |
2013 | 0.212 | 0.035 | 0.026 | 0.079 |
2012 | 0.142 | -0.036 | 0.002 | 0.052 |
2011 | -0.257 | 0.182 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.157 |
3 years | -0.020 |
5 years | 0.170 |
10 years | 0.079 |