Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.036 | 0 | 27 |
1 month | -0.029 | 0 | 62 |
3 months | 0.036 | 0 | 27 |
1 year | 0.078 | 0 | 49 |
3 years | 0.044 | 0 | 63 |
5 years | 0.117 | 0 | 38 |
10 years | 0.044 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.070 | — |
2023 | 0.058 | — |
2022 | 0.015 | — |
2021 | 0.147 | — |
2020 | -0.077 | — |
2019 | 0.221 | — |
2018 | -0.157 | — |
2017 | 0.125 | — |
2016 | 0.078 | — |
2015 | 0.056 | — |
2014 | 0.024 | — |
2013 | 0.301 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.027 | 0.047 | 0.018 | -0.023 |
2023 | 0.025 | -0.006 | 0.016 | 0.023 |
2022 | 0.045 | -0.055 | -0.069 | 0.104 |
2021 | 0.046 | 0.051 | 0.025 | 0.017 |
2020 | -0.277 | 0.106 | 0.001 | 0.153 |
2019 | 0.098 | 0.025 | 0.002 | 0.083 |
2018 | -0.083 | 0.076 | -0.032 | -0.117 |
2017 | 0.050 | 0.034 | -0.005 | 0.042 |
2016 | -0.010 | -0.015 | 0.077 | 0.027 |
2015 | 0.079 | -0.012 | -0.054 | 0.047 |
2014 | -0.002 | 0.008 | -0.016 | 0.034 |
2013 | 0.134 | 0.013 | 0.062 | 0.067 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.078 |
3 years | 0.044 |
5 years | 0.117 |
10 years | 0.044 |