Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.125 | 0 | 83 |
1 month | -0.135 | 0 | 89 |
3 months | -0.125 | 0 | 83 |
1 year | -0.065 | 0 | 81 |
3 years | 0.014 | 0 | 67 |
5 years | 0.080 | 0 | 65 |
10 years | 0.059 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.185 | — |
2023 | 0.194 | — |
2022 | -0.243 | — |
2021 | 0.157 | — |
2020 | 0.195 | — |
2019 | 0.273 | — |
2018 | -0.040 | — |
2017 | 0.123 | — |
2016 | 0.008 | — |
2015 | 0.145 | — |
2014 | 0.182 | — |
2013 | 0.187 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.109 | 0.022 | -0.039 | 0.088 |
2023 | 0.138 | 0.045 | -0.055 | 0.064 |
2022 | -0.099 | -0.158 | 0.009 | -0.011 |
2021 | 0.052 | 0.067 | -0.033 | 0.066 |
2020 | -0.119 | 0.151 | 0.095 | 0.076 |
2019 | 0.155 | 0.043 | 0.026 | 0.029 |
2018 | -0.012 | 0.091 | 0.007 | -0.116 |
2017 | 0.082 | 0.002 | -0.015 | 0.052 |
2016 | -0.036 | 0.026 | 0.022 | -0.002 |
2015 | 0.161 | -0.031 | -0.065 | 0.089 |
2014 | -0.008 | 0.048 | 0.045 | 0.089 |
2013 | 0.116 | -0.011 | 0.016 | 0.058 |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.065 |
3 years | 0.014 |
5 years | 0.080 |
10 years | 0.059 |