Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.004 | 0 | 67 |
1 month | -0.036 | 0 | 80 |
3 months | -0.004 | 0 | 67 |
1 year | 0.036 | 0 | 38 |
3 years | 0.037 | 0 | 28 |
5 years | 0.054 | 0 | 51 |
10 years | 0.020 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.086 | — |
2023 | 0.103 | — |
2022 | -0.115 | — |
2021 | 0.094 | — |
2020 | 0.027 | — |
2019 | 0.126 | — |
2018 | -0.082 | — |
2017 | 0.017 | — |
2016 | 0.031 | — |
2015 | 0.041 | — |
2014 | 0.029 | — |
2013 | 0.049 | — |
2012 | 0.073 | — |
2011 | -0.047 | — |
2010 | 0.081 | — |
2009 | 0.142 | — |
2008 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.044 | 0.002 | 0.020 | 0.018 |
2023 | 0.042 | 0.016 | -0.010 | 0.052 |
2022 | -0.054 | -0.058 | -0.025 | 0.018 |
2021 | 0.023 | 0.027 | 0.000 | 0.042 |
2020 | -0.089 | 0.083 | 0.010 | 0.031 |
2019 | 0.077 | 0.016 | 0.009 | 0.021 |
2018 | -0.034 | 0.012 | 0.008 | -0.069 |
2017 | 0.018 | -0.012 | 0.006 | 0.005 |
2016 | -0.020 | -0.001 | 0.028 | 0.025 |
2015 | 0.097 | -0.038 | -0.056 | 0.046 |
2014 | 0.004 | 0.017 | 0.002 | 0.006 |
2013 | 0.023 | -0.017 | 0.014 | 0.028 |
2012 | 0.047 | -0.023 | 0.039 | 0.009 |
2011 | -0.017 | 0.007 | -0.072 | 0.038 |
2010 | 0.035 | -0.015 | 0.017 | 0.042 |
2009 | -0.018 | 0.067 | 0.059 | 0.029 |
2008 | -0.016 | -0.026 | -0.049 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.026 |
3 years | 0.016 |
5 years | 0.041 |
10 years | 0.014 |