Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.122 | 0 | 92 |
1 month | -0.067 | 0 | 99 |
3 months | -0.156 | 0 | 95 |
1 year | -0.023 | 0 | 88 |
3 years | 0.049 | 0 | 60 |
5 years | 0.103 | 0 | 48 |
10 years | 0.075 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.179 | — |
2023 | 0.144 | — |
2022 | -0.040 | — |
2021 | 0.282 | — |
2020 | -0.071 | — |
2019 | 0.264 | — |
2018 | 0.025 | — |
2017 | 0.070 | — |
2016 | 0.109 | — |
2015 | 0.118 | — |
2014 | 0.249 | — |
2013 | 0.316 | — |
2012 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.059 | — | — | — |
2024 | 0.105 | -0.008 | 0.038 | 0.035 |
2023 | 0.051 | 0.068 | -0.039 | 0.060 |
2022 | -0.002 | -0.068 | -0.008 | 0.040 |
2021 | 0.114 | 0.051 | 0.033 | 0.060 |
2020 | -0.259 | 0.109 | 0.017 | 0.110 |
2019 | 0.115 | 0.002 | 0.055 | 0.072 |
2018 | -0.031 | 0.078 | 0.077 | -0.088 |
2017 | 0.054 | -0.015 | 0.007 | 0.022 |
2016 | -0.012 | 0.020 | 0.025 | 0.075 |
2015 | 0.169 | -0.020 | -0.072 | 0.052 |
2014 | 0.008 | 0.050 | 0.067 | 0.107 |
2013 | 0.125 | 0.029 | 0.052 | 0.080 |
2012 | 0.011 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.023 |
3 years | 0.049 |
5 years | 0.103 |
10 years | 0.075 |