Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.040 | 0 | 53 |
1 month | 0.005 | 0 | 26 |
3 months | 0.020 | 0 | 30 |
1 year | 0.054 | 0 | 46 |
3 years | 0.028 | 0 | 86 |
5 years | -0.003 | 0 | 74 |
10 years | 0.023 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.044 | — |
2023 | 0.070 | — |
2022 | -0.155 | — |
2021 | -0.015 | — |
2020 | 0.086 | — |
2019 | 0.100 | — |
2018 | -0.022 | — |
2017 | 0.045 | — |
2016 | 0.063 | — |
2015 | 0.010 | — |
2014 | 0.082 | — |
2013 | -0.003 | — |
2012 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.016 | 0.019 | — | — |
2024 | 0.005 | 0.003 | 0.050 | -0.014 |
2023 | 0.025 | -0.008 | -0.022 | 0.076 |
2022 | -0.065 | -0.063 | -0.059 | 0.025 |
2021 | -0.028 | 0.021 | -0.002 | -0.006 |
2020 | -0.043 | 0.086 | 0.016 | 0.028 |
2019 | 0.037 | 0.038 | 0.020 | 0.001 |
2018 | -0.017 | -0.008 | 0.002 | 0.001 |
2017 | 0.006 | 0.016 | 0.011 | 0.011 |
2016 | 0.037 | 0.031 | 0.016 | -0.022 |
2015 | 0.031 | -0.031 | 0.006 | 0.005 |
2014 | 0.027 | 0.027 | 0.005 | 0.021 |
2013 | -0.006 | -0.025 | 0.008 | 0.021 |
2012 | 0.044 | 0.023 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.054 |
3 years | 0.028 |
5 years | -0.003 |
10 years | 0.023 |