Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.109 | 0.124 | 31 |
1 month | 0.024 | 0.051 | 57 |
3 months | 0.168 | 0.103 | 67 |
1 year | 0.180 | 0.417 | 69 |
3 years | 0.178 | 0.226 | 73 |
5 years | 0.124 | 0.220 | 72 |
10 years | 0.118 | 0.160 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.215 | — |
2023 | 0.314 | — |
2022 | -0.285 | — |
2021 | 0.241 | — |
2020 | 0.218 | 0.359 |
2019 | 0.267 | 0.319 |
2018 | -0.016 | -0.021 |
2017 | 0.224 | 0.277 |
2016 | 0.094 | 0.032 |
2015 | 0.011 | 0.036 |
2014 | 0.125 | 0.100 |
2013 | 0.373 | 0.339 |
2012 | 0.161 | 0.153 |
2011 | 0.007 | -0.025 |
2010 | 0.143 | 0.155 |
2009 | — | 0.357 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.065 | 0.157 | — | — |
2024 | 0.108 | 0.024 | 0.049 | 0.020 |
2023 | 0.101 | 0.087 | -0.040 | 0.143 |
2022 | -0.124 | -0.195 | -0.040 | 0.056 |
2021 | 0.048 | 0.081 | 0.017 | 0.077 |
2020 | -0.172 | 0.232 | 0.063 | 0.123 |
2019 | 0.128 | 0.031 | -0.021 | 0.112 |
2018 | 0.034 | 0.050 | 0.058 | -0.143 |
2017 | 0.060 | 0.030 | 0.057 | 0.061 |
2016 | 0.005 | 0.017 | 0.050 | 0.018 |
2015 | 0.025 | 0.019 | -0.084 | 0.056 |
2014 | 0.031 | 0.057 | -0.003 | 0.035 |
2013 | 0.105 | 0.032 | 0.096 | 0.098 |
2012 | 0.129 | -0.039 | 0.052 | 0.017 |
2011 | 0.054 | 0.010 | -0.140 | 0.101 |
2010 | 0.058 | -0.120 | 0.104 | 0.113 |
2009 | 0.163 | 0.065 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.180 |
3 years | 0.178 |
5 years | 0.124 |
10 years | 0.118 |