Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.008 | 0 | 86 |
1 month | 0.003 | 0 | 34 |
3 months | -0.048 | 0 | 86 |
1 year | 0.051 | 0 | 76 |
3 years | 0.051 | 0 | 78 |
5 years | 0.080 | 0 | 79 |
10 years | 0.086 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.089 | — |
2023 | 0.107 | — |
2022 | -0.106 | — |
2021 | 0.224 | — |
2020 | 0.034 | — |
2019 | 0.297 | — |
2018 | -0.018 | — |
2017 | 0.160 | — |
2016 | 0.090 | — |
2015 | 0.098 | — |
2014 | 0.045 | — |
2013 | 0.331 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.005 | — | — | — |
2024 | 0.053 | 0.011 | 0.033 | -0.009 |
2023 | 0.043 | 0.015 | 0.002 | 0.044 |
2022 | -0.059 | -0.100 | -0.031 | 0.089 |
2021 | 0.005 | 0.093 | 0.049 | 0.062 |
2020 | -0.151 | 0.146 | 0.010 | 0.052 |
2019 | 0.080 | 0.094 | 0.059 | 0.036 |
2018 | -0.041 | 0.101 | 0.010 | -0.079 |
2017 | 0.055 | 0.041 | 0.009 | 0.046 |
2016 | -0.028 | 0.020 | 0.100 | -0.001 |
2015 | 0.076 | -0.029 | -0.023 | 0.075 |
2014 | -0.013 | 0.003 | 0.011 | 0.044 |
2013 | 0.123 | 0.029 | 0.058 | 0.088 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.051 |
3 years | 0.051 |
5 years | 0.080 |
10 years | 0.086 |