Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.007 | 0 | — |
1 month | -0.035 | 0 | — |
3 months | -0.032 | 0 | — |
1 year | 0.033 | 0 | — |
3 years | 0.080 | 0 | — |
5 years | 0.095 | 0 | — |
10 years | 0.060 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.155 | — |
2023 | 0.146 | — |
2022 | 0.112 | — |
2021 | 0.103 | — |
2020 | 0.166 | — |
2019 | 0.128 | — |
2018 | -0.117 | — |
2017 | 0.173 | — |
2016 | -0.256 | — |
2015 | 0.110 | — |
2014 | 0.136 | — |
2013 | 0.397 | — |
2012 | 0.056 | — |
2011 | 0.064 | — |
2010 | 0.011 | — |
2009 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.043 | — | — | — |
2024 | 0.118 | -0.019 | -0.070 | 0.132 |
2023 | 0.015 | -0.029 | 0.059 | 0.098 |
2022 | 0.109 | 0.020 | -0.046 | 0.030 |
2021 | 0.043 | -0.057 | -0.003 | 0.125 |
2020 | 0.226 | -0.016 | 0.088 | -0.113 |
2019 | -0.012 | 0.123 | -0.012 | 0.030 |
2018 | 0.036 | -0.068 | 0.029 | -0.111 |
2017 | -0.032 | 0.009 | 0.065 | 0.128 |
2016 | -0.111 | -0.103 | -0.012 | -0.055 |
2015 | 0.046 | -0.010 | 0.067 | 0.004 |
2014 | 0.050 | -0.030 | 0.011 | 0.103 |
2013 | 0.034 | 0.100 | 0.038 | 0.183 |
2012 | 0.009 | -0.006 | 0.027 | 0.024 |
2011 | -0.038 | 0.076 | 0.013 | 0.015 |
2010 | -0.013 | -0.015 | -0.027 | 0.068 |
2009 | 0.131 | -0.039 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.033 |
3 years | 0.080 |
5 years | 0.095 |
10 years | 0.060 |