Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.039 | 0 | 45 |
1 month | 0.015 | 0 | 58 |
3 months | 0.032 | 0 | 51 |
1 year | 0.101 | 0 | 25 |
3 years | 0.077 | 0 | 9 |
5 years | 0.073 | 0 | 10 |
10 years | 0.068 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.088 | — |
2023 | 0.074 | — |
2022 | 0.035 | — |
2021 | 0.042 | — |
2020 | 0.119 | — |
2019 | 0.080 | — |
2018 | 0.048 | — |
2017 | 0.039 | — |
2016 | 0.082 | — |
2015 | 0.062 | — |
2014 | 0.082 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.024 | — | — | — |
2024 | 0.023 | 0.019 | 0.027 | 0.016 |
2023 | 0.016 | 0.022 | 0.018 | 0.015 |
2022 | 0.009 | -0.010 | 0.019 | 0.016 |
2021 | 0.000 | 0.015 | 0.019 | 0.007 |
2020 | 0.026 | 0.044 | 0.014 | 0.030 |
2019 | 0.022 | 0.018 | 0.023 | 0.016 |
2018 | 0.014 | 0.001 | 0.011 | 0.021 |
2017 | 0.010 | 0.016 | 0.014 | -0.002 |
2016 | 0.018 | 0.017 | 0.030 | 0.015 |
2015 | 0.019 | 0.012 | 0.018 | 0.012 |
2014 | 0.015 | 0.023 | 0.018 | 0.023 |
2013 | 0.021 | -0.004 | 0.027 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.101 |
3 years | 0.077 |
5 years | 0.073 |
10 years | 0.068 |