Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.076 | 0 | 68 |
1 month | -0.014 | 0 | 24 |
3 months | -0.119 | 0 | 76 |
1 year | 0.037 | 0 | 35 |
3 years | 0.081 | 0 | 20 |
5 years | 0.123 | 0 | 17 |
10 years | 0.110 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.210 | — |
2023 | 0.170 | — |
2022 | -0.080 | — |
2021 | 0.238 | — |
2020 | 0.124 | — |
2019 | 0.232 | — |
2018 | -0.035 | — |
2017 | 0.118 | — |
2016 | 0.291 | — |
2015 | 0.046 | — |
2014 | 0.123 | — |
2013 | 0.246 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.063 | — | — | — |
2024 | 0.096 | 0.031 | -0.004 | 0.075 |
2023 | 0.034 | 0.049 | 0.010 | 0.067 |
2022 | -0.015 | -0.106 | 0.042 | 0.002 |
2021 | 0.040 | 0.073 | 0.039 | 0.068 |
2020 | -0.149 | 0.182 | 0.034 | 0.079 |
2019 | 0.094 | 0.073 | 0.038 | 0.012 |
2018 | -0.063 | 0.098 | 0.059 | -0.115 |
2017 | 0.049 | 0.001 | 0.012 | 0.051 |
2016 | 0.020 | 0.069 | 0.092 | 0.084 |
2015 | 0.075 | -0.052 | -0.062 | 0.093 |
2014 | 0.005 | 0.028 | 0.034 | 0.051 |
2013 | 0.158 | 0.007 | 0.012 | 0.056 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.037 |
3 years | 0.081 |
5 years | 0.123 |
10 years | 0.110 |