Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.033 | -0.012 | 91 |
1 month | -0.003 | 0.007 | 83 |
3 months | 0.006 | 0.018 | 48 |
1 year | 0.035 | 0.008 | 45 |
3 years | 0.021 | 0.053 | 33 |
5 years | -0.009 | 0.030 | 41 |
10 years | 0.020 | 0.033 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.024 | — |
2023 | 0.057 | — |
2022 | -0.140 | — |
2021 | -0.011 | — |
2020 | 0.096 | 0.075 |
2019 | 0.098 | 0.081 |
2018 | -0.008 | -0.005 |
2017 | 0.048 | 0.037 |
2016 | 0.030 | 0.032 |
2015 | 0.009 | -0.003 |
2014 | 0.072 | 0.052 |
2013 | 0.000 | -0.014 |
2012 | — | 0.070 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.024 | 0.012 | — | — |
2024 | -0.002 | 0.003 | 0.053 | -0.028 |
2023 | 0.026 | -0.007 | -0.030 | 0.069 |
2022 | -0.061 | -0.061 | -0.047 | 0.024 |
2021 | -0.026 | 0.016 | 0.000 | -0.002 |
2020 | 0.012 | 0.058 | 0.011 | 0.012 |
2019 | 0.038 | 0.031 | 0.024 | 0.001 |
2018 | -0.018 | -0.003 | 0.007 | 0.006 |
2017 | 0.012 | 0.018 | 0.011 | 0.007 |
2016 | 0.024 | 0.025 | 0.011 | -0.029 |
2015 | 0.020 | -0.017 | 0.007 | -0.001 |
2014 | 0.028 | 0.025 | 0.002 | 0.016 |
2013 | 0.006 | -0.025 | 0.010 | 0.010 |
2012 | 0.040 | 0.012 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.035 |
3 years | 0.021 |
5 years | -0.009 |
10 years | 0.020 |