Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.031 | 0 | 91 |
1 month | -0.051 | 0 | 99 |
3 months | -0.064 | 0 | 94 |
1 year | 0.082 | 0 | 69 |
3 years | 0.065 | 0 | 50 |
5 years | 0.062 | 0 | 48 |
10 years | 0.057 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.175 | — |
2023 | 0.054 | — |
2022 | -0.058 | — |
2021 | 0.113 | — |
2020 | 0.041 | — |
2019 | 0.110 | — |
2018 | 0.024 | — |
2017 | 0.005 | — |
2016 | 0.058 | — |
2015 | 0.154 | — |
2014 | 0.170 | — |
2013 | 0.173 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.020 | — | — | — |
2024 | 0.063 | 0.010 | 0.055 | 0.037 |
2023 | 0.016 | -0.007 | -0.003 | 0.049 |
2022 | -0.048 | -0.071 | 0.021 | 0.043 |
2021 | 0.020 | 0.031 | 0.020 | 0.037 |
2020 | -0.075 | 0.062 | 0.019 | 0.040 |
2019 | 0.059 | 0.007 | 0.027 | 0.013 |
2018 | -0.004 | 0.031 | 0.008 | -0.011 |
2017 | 0.008 | -0.014 | -0.019 | 0.030 |
2016 | -0.041 | 0.026 | 0.040 | 0.034 |
2015 | 0.097 | -0.029 | 0.023 | 0.058 |
2014 | 0.066 | 0.002 | 0.037 | 0.057 |
2013 | 0.073 | 0.033 | -0.008 | 0.067 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.082 |
3 years | 0.065 |
5 years | 0.062 |
10 years | 0.057 |