Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.151 | 0.077 | 62 |
1 month | -0.029 | 0.003 | 84 |
3 months | 0.064 | 0.072 | 79 |
1 year | 0.059 | 0.420 | 79 |
3 years | 0.042 | 0.131 | 88 |
5 years | 0.030 | 0.149 | 76 |
10 years | 0.066 | 0.096 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | -0.061 | — |
2023 | 0.127 | — |
2022 | -0.309 | — |
2021 | 0.143 | — |
2020 | 0.252 | 0.284 |
2019 | 0.253 | 0.278 |
2018 | -0.091 | -0.183 |
2017 | 0.385 | 0.362 |
2016 | -0.001 | -0.030 |
2015 | 0.154 | 0.071 |
2014 | 0.005 | -0.054 |
2013 | 0.454 | 0.266 |
2012 | 0.232 | 0.222 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.027 | 0.155 | — | — |
2024 | 0.011 | -0.053 | 0.119 | -0.123 |
2023 | 0.077 | 0.001 | -0.084 | 0.141 |
2022 | -0.173 | -0.194 | -0.110 | 0.163 |
2021 | -0.030 | 0.097 | 0.034 | 0.039 |
2020 | -0.214 | 0.250 | 0.120 | 0.138 |
2019 | 0.141 | 0.043 | -0.029 | 0.083 |
2018 | 0.026 | 0.036 | 0.028 | -0.169 |
2017 | 0.094 | 0.119 | 0.065 | 0.063 |
2016 | -0.023 | 0.005 | 0.074 | -0.052 |
2015 | 0.066 | 0.054 | -0.024 | 0.053 |
2014 | 0.033 | 0.028 | -0.060 | 0.008 |
2013 | 0.094 | 0.041 | 0.154 | 0.107 |
2012 | 0.136 | -0.070 | 0.099 | 0.062 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.059 |
3 years | 0.042 |
5 years | 0.030 |
10 years | 0.066 |