Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.047 | 0 | 26 |
1 month | -0.001 | 0 | 84 |
3 months | 0.033 | 0 | 28 |
1 year | 0.109 | 0 | 21 |
3 years | 0.110 | 0 | 8 |
5 years | 0.109 | 0 | 9 |
10 years | 0.054 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.110 | — |
2023 | 0.099 | — |
2022 | 0.088 | — |
2021 | 0.187 | — |
2020 | -0.018 | — |
2019 | -0.116 | — |
2018 | -0.011 | — |
2017 | 0.080 | — |
2016 | 0.029 | — |
2015 | 0.043 | — |
2014 | 0.092 | — |
2013 | 0.178 | — |
2012 | 0.013 | — |
2011 | 0.126 | — |
2010 | 0.003 | — |
2009 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.048 | — | — | — |
2024 | 0.033 | 0.023 | 0.008 | 0.041 |
2023 | 0.017 | 0.031 | 0.026 | 0.022 |
2022 | 0.010 | 0.014 | 0.035 | 0.025 |
2021 | 0.100 | 0.044 | 0.002 | 0.032 |
2020 | -0.025 | -0.010 | 0.020 | -0.002 |
2019 | -0.027 | -0.019 | -0.041 | -0.035 |
2018 | 0.035 | -0.023 | -0.007 | -0.015 |
2017 | 0.011 | 0.001 | 0.058 | 0.009 |
2016 | -0.004 | -0.012 | 0.005 | 0.040 |
2015 | -0.012 | 0.006 | 0.032 | 0.017 |
2014 | 0.036 | -0.006 | 0.021 | 0.038 |
2013 | 0.089 | 0.073 | -0.011 | 0.020 |
2012 | 0.021 | 0.002 | 0.029 | -0.038 |
2011 | 0.025 | 0.044 | 0.062 | -0.009 |
2010 | 0.014 | -0.033 | 0.003 | 0.020 |
2009 | -0.006 | 0.017 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.109 |
3 years | 0.110 |
5 years | 0.109 |
10 years | 0.054 |