Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.025 | 0 | 64 |
1 month | -0.050 | 0 | 99 |
3 months | -0.058 | 0 | 67 |
1 year | 0.056 | 0 | 90 |
3 years | 0.057 | 0 | 75 |
5 years | 0.055 | 0 | 86 |
10 years | 0.048 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.132 | — |
2023 | 0.028 | — |
2022 | -0.056 | — |
2021 | 0.126 | — |
2020 | 0.020 | — |
2019 | 0.148 | — |
2018 | -0.036 | — |
2017 | 0.050 | — |
2016 | 0.048 | — |
2015 | 0.104 | — |
2014 | 0.130 | — |
2013 | 0.260 | — |
2012 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.026 | — | — | — |
2024 | 0.071 | -0.012 | 0.055 | 0.014 |
2023 | -0.008 | 0 | -0.026 | 0.064 |
2022 | -0.060 | -0.074 | 0.007 | 0.077 |
2021 | 0.028 | 0.026 | 0.012 | 0.054 |
2020 | -0.116 | 0.077 | 0.023 | 0.048 |
2019 | 0.076 | 0.018 | 0.022 | 0.025 |
2018 | -0.007 | 0.003 | 0.017 | -0.048 |
2017 | 0.029 | 0.007 | -0.019 | 0.034 |
2016 | -0.037 | 0.034 | 0.021 | 0.031 |
2015 | 0.072 | -0.019 | -0.010 | 0.061 |
2014 | 0.036 | -0.003 | 0.028 | 0.064 |
2013 | 0.085 | 0.047 | 0.016 | 0.092 |
2012 | 0.007 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.056 |
3 years | 0.057 |
5 years | 0.055 |
10 years | 0.048 |