Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.003 | 0 | 55 |
1 month | -0.002 | 0 | 34 |
3 months | -0.029 | 0 | 52 |
1 year | 0.048 | 0 | 32 |
3 years | 0.048 | 0 | 43 |
5 years | 0.072 | 0 | 50 |
10 years | 0.030 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.089 | — |
2023 | 0.120 | — |
2022 | -0.148 | — |
2021 | 0.152 | — |
2020 | 0.036 | — |
2019 | 0.225 | — |
2018 | -0.136 | — |
2017 | 0.101 | — |
2016 | -0.011 | — |
2015 | 0.052 | — |
2014 | 0.076 | — |
2013 | 0.134 | — |
2012 | 0.086 | — |
2011 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.005 | — | — | — |
2024 | 0.062 | 0.003 | 0.030 | -0.007 |
2023 | 0.046 | 0.022 | -0.020 | 0.069 |
2022 | -0.061 | -0.102 | -0.039 | 0.051 |
2021 | 0.050 | 0.043 | 0.006 | 0.045 |
2020 | -0.181 | 0.122 | 0.031 | 0.094 |
2019 | 0.108 | 0.033 | 0.028 | 0.040 |
2018 | -0.046 | 0.012 | 0.014 | -0.117 |
2017 | 0.036 | 0.025 | 0.013 | 0.024 |
2016 | -0.067 | -0.032 | 0.052 | 0.041 |
2015 | 0.126 | -0.027 | -0.093 | 0.058 |
2014 | 0.010 | 0.049 | 0.005 | 0.010 |
2013 | 0.060 | -0.009 | 0.041 | 0.037 |
2012 | 0.051 | -0.018 | 0.049 | 0.003 |
2011 | -0.099 | 0.062 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.004 |
3 years | 0.030 |
5 years | 0.061 |
10 years | 0.025 |