Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.050 | 0 | 11 |
1 month | 0.046 | 0 | 24 |
3 months | 0.193 | 0 | 4 |
1 year | 0.164 | 0 | 12 |
3 years | 0.201 | 0 | 10 |
5 years | 0.111 | 0 | 66 |
10 years | 0.126 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.402 | — |
2023 | 0.286 | — |
2022 | -0.284 | — |
2021 | 0.185 | — |
2020 | 0.252 | — |
2019 | 0.269 | — |
2018 | 0.080 | — |
2017 | 0.187 | — |
2016 | -0.036 | — |
2015 | 0.235 | — |
2014 | 0.138 | — |
2013 | 0.403 | — |
2012 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.093 | 0.107 | — | — |
2024 | 0.190 | 0.073 | -0.010 | 0.108 |
2023 | 0.094 | 0.087 | -0.010 | 0.091 |
2022 | -0.137 | -0.174 | -0.010 | 0.016 |
2021 | -0.016 | 0.098 | 0.027 | 0.067 |
2020 | -0.040 | 0.181 | 0.078 | 0.025 |
2019 | 0.144 | 0.035 | 0.016 | 0.055 |
2018 | 0.073 | 0.078 | 0.054 | -0.114 |
2017 | 0.083 | 0.032 | 0.004 | 0.058 |
2016 | -0.085 | 0.015 | 0.046 | -0.007 |
2015 | 0.118 | -0.021 | 0.012 | 0.114 |
2014 | 0.028 | -0.020 | 0.048 | 0.078 |
2013 | 0.109 | 0.045 | 0.069 | 0.133 |
2012 | 0.007 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.164 |
3 years | 0.201 |
5 years | 0.111 |
10 years | 0.126 |