Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.281 | 0.053 | 27 |
1 month | 0.059 | -0.042 | 51 |
3 months | 0.071 | 0.039 | 44 |
1 year | 0.339 | 0.203 | 34 |
3 years | 0.114 | 0.065 | 25 |
5 years | 0.158 | 0.118 | 21 |
10 years | 0.133 | 0.110 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | — | — |
2023 | 0.263 | 0.223 |
2022 | -0.181 | -0.170 |
2021 | 0.287 | 0.261 |
2020 | 0.184 | 0.158 |
2019 | 0.315 | 0.288 |
2018 | -0.044 | -0.063 |
2017 | 0.218 | 0.204 |
2016 | 0.120 | 0.104 |
2015 | 0.014 | -0.011 |
2014 | 0.137 | 0.110 |
2013 | 0.324 | 0.315 |
2012 | 0.160 | 0.150 |
2011 | — | -0.013 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.106 | 0.043 | 0.059 | — |
2023 | 0.075 | 0.087 | -0.033 | 0.117 |
2022 | -0.046 | -0.161 | -0.049 | 0.076 |
2021 | 0.062 | 0.085 | 0.006 | 0.110 |
2020 | -0.196 | 0.205 | 0.089 | 0.121 |
2019 | 0.137 | 0.043 | 0.017 | 0.091 |
2018 | -0.008 | 0.034 | 0.077 | -0.135 |
2017 | 0.061 | 0.031 | 0.045 | 0.066 |
2016 | 0.014 | 0.025 | 0.039 | 0.038 |
2015 | 0.009 | 0.003 | -0.064 | 0.070 |
2014 | 0.018 | 0.052 | 0.011 | 0.049 |
2013 | 0.106 | 0.029 | 0.052 | 0.105 |
2012 | 0.126 | -0.028 | 0.064 | -0.004 |
2011 | -0.139 | 0.118 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.339 |
3 years | 0.114 |
5 years | 0.158 |
10 years | 0.133 |