Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.017 | 0 | 93 |
1 month | -0.017 | 0 | 88 |
3 months | -0.032 | 0 | 91 |
1 year | 0.055 | 0 | 98 |
3 years | 0.032 | 0 | 93 |
5 years | 0.035 | 0 | 51 |
10 years | 0.022 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.086 | — |
2023 | 0.087 | — |
2022 | -0.142 | — |
2021 | 0.055 | — |
2020 | 0.056 | — |
2019 | 0.109 | — |
2018 | -0.045 | — |
2017 | 0.052 | — |
2016 | 0.051 | — |
2015 | -0.004 | — |
2014 | 0.071 | — |
2013 | 0.014 | — |
2012 | 0.050 | — |
2011 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.000 | — | — | — |
2024 | 0.029 | 0.005 | 0.040 | 0.010 |
2023 | 0.033 | 0.004 | -0.026 | 0.075 |
2022 | -0.054 | -0.096 | -0.022 | 0.025 |
2021 | -0.002 | 0.036 | -0.009 | 0.031 |
2020 | -0.118 | 0.106 | 0.029 | 0.053 |
2019 | 0.065 | 0.017 | 0.009 | 0.014 |
2018 | -0.003 | 0.006 | -0.009 | -0.039 |
2017 | 0.014 | 0.006 | -0.005 | 0.036 |
2016 | -0.001 | 0.029 | 0.030 | -0.007 |
2015 | 0.042 | -0.020 | -0.033 | 0.009 |
2014 | 0.032 | 0.026 | -0.001 | 0.012 |
2013 | 0.014 | -0.030 | 0.015 | 0.015 |
2012 | 0.026 | -0.008 | 0.023 | 0.008 |
2011 | -0.008 | 0.025 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.055 |
3 years | 0.032 |
5 years | 0.035 |
10 years | 0.022 |