Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.040 | 0 | — |
1 month | -0.035 | 0 | — |
3 months | -0.004 | 0 | — |
1 year | 0.201 | 0 | — |
3 years | 0.186 | 0 | — |
5 years | 0.202 | 0 | — |
10 years | 0.167 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.410 | — |
2023 | 0.460 | — |
2022 | -0.248 | — |
2021 | 0.251 | — |
2020 | 0.296 | — |
2019 | 0.329 | — |
2018 | 0.002 | — |
2017 | 0.281 | — |
2016 | 0.088 | — |
2015 | 0.152 | — |
2014 | 0.176 | — |
2013 | 0.270 | — |
2012 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.149 | 0.109 | -0.006 | 0.112 |
2023 | 0.205 | 0.118 | -0.043 | 0.133 |
2022 | -0.094 | -0.196 | 0.004 | 0.028 |
2021 | 0.010 | 0.077 | 0.023 | 0.124 |
2020 | -0.085 | 0.220 | 0.073 | 0.082 |
2019 | 0.142 | 0.023 | 0.038 | 0.095 |
2018 | 0.055 | 0.056 | 0.018 | -0.117 |
2017 | 0.113 | 0.011 | 0.031 | 0.104 |
2016 | -0.056 | -0.018 | 0.152 | 0.019 |
2015 | 0.081 | -0.016 | -0.023 | 0.109 |
2014 | 0.024 | 0.000 | 0.071 | 0.072 |
2013 | 0.039 | 0.032 | 0.064 | 0.113 |
2012 | -0.059 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.201 |
3 years | 0.186 |
5 years | 0.202 |
10 years | 0.167 |