Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.129 | 0 | 96 |
1 month | 0.082 | 0 | 35 |
3 months | -0.129 | 0 | 96 |
1 year | 0.014 | 0 | 96 |
3 years | 0.152 | 0 | 89 |
5 years | 0.284 | 0 | 59 |
10 years | 0.144 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.200 | — |
2023 | 0.376 | — |
2022 | 0.038 | — |
2021 | 0.385 | — |
2020 | 0.191 | — |
2019 | 0.000 | — |
2018 | -0.125 | — |
2017 | 0.512 | — |
2016 | 0.109 | — |
2015 | 0.121 | — |
2014 | 0.637 | — |
2013 | -0.020 | — |
2012 | 0.393 | — |
2011 | -0.293 | — |
2010 | 0.154 | — |
2009 | 1.280 | — |
2008 | -0.542 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.030 | 0.120 | 0.099 | -0.054 |
2023 | -0.047 | 0.167 | 0.095 | 0.129 |
2022 | -0.024 | -0.101 | 0.149 | 0.030 |
2021 | 0.079 | 0.124 | 0.133 | 0.008 |
2020 | -0.294 | 0.218 | 0.167 | 0.187 |
2019 | 0.045 | -0.023 | -0.053 | 0.034 |
2018 | -0.066 | -0.043 | -0.051 | 0.032 |
2017 | 0.171 | 0.032 | 0.098 | 0.139 |
2016 | -0.067 | 0.117 | 0.125 | -0.054 |
2015 | 0.057 | 0.019 | -0.002 | 0.042 |
2014 | 0.123 | 0.265 | 0.057 | 0.091 |
2013 | -0.095 | -0.022 | -0.045 | 0.159 |
2012 | 0.216 | -0.004 | 0.081 | 0.065 |
2011 | -0.104 | -0.009 | -0.092 | -0.123 |
2010 | 0.012 | 0.047 | 0.106 | -0.016 |
2009 | -0.036 | 0.679 | 0.269 | 0.110 |
2008 | -0.278 | -0.145 | -0.043 | -0.223 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.014 |
3 years | 0.152 |
5 years | 0.284 |
10 years | 0.144 |