Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.024 | 0 | 65 |
1 month | -0.019 | 0 | 45 |
3 months | -0.056 | 0 | 64 |
1 year | 0.075 | 0 | 77 |
3 years | 0.060 | 0 | 81 |
5 years | 0.062 | 0 | 85 |
10 years | 0.047 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.135 | — |
2023 | 0.112 | — |
2022 | -0.147 | — |
2021 | 0.088 | — |
2020 | 0.121 | — |
2019 | 0.162 | — |
2018 | -0.071 | — |
2017 | 0.110 | — |
2016 | 0.047 | — |
2015 | 0.035 | — |
2014 | 0.082 | — |
2013 | 0.145 | — |
2012 | 0.087 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.005 | — | — | — |
2024 | 0.053 | 0.004 | 0.054 | 0.018 |
2023 | 0.043 | 0.016 | -0.030 | 0.082 |
2022 | -0.072 | -0.114 | -0.012 | 0.051 |
2021 | 0.023 | 0.045 | -0.006 | 0.023 |
2020 | -0.121 | 0.133 | 0.044 | 0.078 |
2019 | 0.092 | 0.018 | 0.006 | 0.039 |
2018 | 0.001 | 0.013 | -0.008 | -0.076 |
2017 | 0.042 | 0.014 | 0.009 | 0.041 |
2016 | -0.014 | 0.016 | 0.043 | 0.002 |
2015 | 0.064 | -0.020 | -0.037 | 0.031 |
2014 | 0.048 | 0.028 | -0.003 | 0.007 |
2013 | 0.050 | -0.004 | 0.036 | 0.058 |
2012 | 0.048 | -0.017 | 0.027 | 0.027 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.075 |
3 years | 0.060 |
5 years | 0.062 |
10 years | 0.047 |