Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.100 | 0 | 4 |
1 month | -0.011 | 0 | 19 |
3 months | 0.007 | 0 | 20 |
1 year | 0.092 | 0 | 3 |
3 years | 0.104 | 0 | 2 |
5 years | 0.089 | 0 | 2 |
10 years | 0.089 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.093 | — |
2023 | 0.095 | — |
2022 | -0.077 | — |
2021 | 0.156 | — |
2020 | 0.059 | — |
2019 | 0.274 | — |
2018 | -0.068 | — |
2017 | 0.177 | — |
2016 | 0.081 | — |
2015 | 0.076 | — |
2014 | 0.130 | — |
2013 | 0.261 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.093 | 0.007 | — | — |
2024 | 0.062 | 0.037 | 0.021 | -0.028 |
2023 | 0.053 | 0.030 | -0.006 | 0.016 |
2022 | -0.017 | -0.081 | -0.034 | 0.059 |
2021 | 0.058 | 0.053 | -0.027 | 0.066 |
2020 | -0.121 | 0.108 | 0.027 | 0.059 |
2019 | 0.115 | 0.056 | 0.029 | 0.052 |
2018 | -0.025 | 0.005 | 0.028 | -0.074 |
2017 | 0.073 | 0.056 | 0.020 | 0.019 |
2016 | -0.025 | 0.047 | 0.047 | 0.012 |
2015 | 0.061 | -0.027 | -0.025 | 0.069 |
2014 | 0.049 | 0.022 | 0.026 | 0.028 |
2013 | 0.130 | 0.002 | 0.045 | 0.065 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.092 |
3 years | 0.104 |
5 years | 0.089 |
10 years | 0.089 |