Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.014 | 0 | 44 |
1 month | 0.023 | 0 | 58 |
3 months | 0.022 | 0 | 69 |
1 year | 0.076 | 0 | 44 |
3 years | 0.119 | 0 | 48 |
5 years | 0.177 | 0 | 31 |
10 years | 0.120 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.104 | — |
2023 | 0.186 | — |
2022 | 0.034 | — |
2021 | 0.235 | — |
2020 | 0.190 | — |
2019 | 0.102 | — |
2018 | 0.030 | — |
2017 | 0.290 | — |
2016 | 0.040 | — |
2015 | 0.010 | — |
2014 | 0.265 | — |
2013 | 0.082 | — |
2012 | 0.220 | — |
2011 | -0.162 | — |
2010 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.009 | — | — | — |
2024 | 0.023 | 0.085 | 0.067 | -0.067 |
2023 | -0.024 | 0.088 | 0.031 | 0.083 |
2022 | 0.000 | -0.079 | 0.080 | 0.039 |
2021 | 0.052 | 0.064 | 0.105 | -0.002 |
2020 | -0.202 | 0.167 | 0.073 | 0.190 |
2019 | 0.050 | 0.005 | 0.008 | 0.037 |
2018 | -0.033 | 0.039 | 0.024 | 0.001 |
2017 | 0.113 | 0.039 | 0.034 | 0.079 |
2016 | -0.022 | 0.062 | 0.048 | -0.045 |
2015 | 0.029 | -0.001 | -0.022 | 0.004 |
2014 | 0.055 | 0.112 | 0.045 | 0.032 |
2013 | -0.020 | 0.029 | -0.005 | 0.079 |
2012 | 0.092 | 0.010 | 0.069 | 0.035 |
2011 | -0.051 | -0.002 | -0.086 | -0.031 |
2010 | 0.025 | 0.085 | 0.024 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.076 |
3 years | 0.119 |
5 years | 0.177 |
10 years | 0.120 |