Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.049 | 0 | 52 |
1 month | 0.020 | 0 | 66 |
3 months | 0.044 | 0 | 31 |
1 year | 0.126 | 0 | 12 |
3 years | 0.080 | 0 | 44 |
5 years | 0.065 | 0 | 49 |
10 years | 0.080 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.106 | — |
2023 | 0.068 | — |
2022 | 0.014 | — |
2021 | 0.021 | — |
2020 | 0.137 | — |
2019 | 0.133 | — |
2018 | 0.078 | — |
2017 | 0.031 | — |
2016 | 0.139 | — |
2015 | 0.060 | — |
2014 | 0.165 | — |
2013 | 0.064 | — |
2012 | 0.130 | — |
2011 | 0.099 | — |
2010 | 0.040 | — |
2009 | -0.085 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.028 | — | — | — |
2024 | 0.045 | 0.023 | 0.035 | -0.001 |
2023 | 0.020 | 0.020 | 0.007 | 0.019 |
2022 | 0.010 | -0.024 | 0.011 | 0.017 |
2021 | -0.017 | 0.016 | 0.016 | 0.006 |
2020 | 0.042 | 0.054 | 0.004 | 0.032 |
2019 | 0.024 | 0.050 | 0.030 | 0.022 |
2018 | 0.007 | -0.003 | 0.015 | 0.057 |
2017 | 0.018 | 0.031 | 0.004 | -0.021 |
2016 | 0.020 | 0.023 | 0.059 | 0.030 |
2015 | 0.031 | -0.015 | 0.050 | -0.006 |
2014 | 0.025 | 0.028 | 0.021 | 0.083 |
2013 | 0.039 | 0.041 | -0.031 | 0.014 |
2012 | 0.022 | 0.042 | 0.028 | 0.032 |
2011 | 0.020 | 0.018 | 0.024 | 0.034 |
2010 | -0.004 | 0.028 | 0.003 | 0.013 |
2009 | -0.117 | 0.041 | -0.007 | 0.002 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.126 |
3 years | 0.080 |
5 years | 0.065 |
10 years | 0.080 |