Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.034 | 0 | 87 |
1 month | -0.049 | 0 | 91 |
3 months | -0.034 | 0 | 87 |
1 year | 0.039 | 0 | 35 |
3 years | 0.047 | 0 | 13 |
5 years | 0.100 | 0 | 8 |
10 years | 0.060 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.149 | — |
2023 | 0.108 | — |
2022 | -0.085 | — |
2021 | 0.137 | — |
2020 | 0.045 | — |
2019 | 0.182 | — |
2018 | -0.069 | — |
2017 | 0.094 | — |
2016 | 0.172 | — |
2015 | 0.018 | — |
2014 | 0.108 | — |
2013 | 0.142 | — |
2012 | 0.108 | — |
2011 | -0.015 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.034 | — | — | — |
2024 | 0.068 | 0.027 | 0.010 | 0.037 |
2023 | 0.026 | 0.020 | -0.001 | 0.060 |
2022 | -0.019 | -0.083 | 0.017 | 0.001 |
2021 | 0.024 | 0.054 | 0.013 | 0.040 |
2020 | -0.171 | 0.143 | 0.029 | 0.072 |
2019 | 0.064 | 0.047 | 0.030 | 0.029 |
2018 | -0.040 | 0.029 | 0.031 | -0.085 |
2017 | 0.039 | 0.011 | 0.004 | 0.038 |
2016 | 0.008 | 0.042 | 0.073 | 0.040 |
2015 | 0.070 | -0.039 | -0.076 | 0.071 |
2014 | 0.001 | 0.026 | 0.028 | 0.048 |
2013 | 0.090 | -0.027 | 0.033 | 0.044 |
2012 | 0.057 | -0.045 | 0.059 | 0.036 |
2011 | -0.003 | 0.014 | -0.061 | 0.038 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.039 |
3 years | 0.047 |
5 years | 0.100 |
10 years | 0.060 |