Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.096 | 0 | — |
1 month | -0.049 | 0 | — |
3 months | -0.125 | 0 | — |
1 year | 0.092 | 0 | — |
3 years | 0.115 | 0 | — |
5 years | 0.119 | 0 | — |
10 years | 0.102 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.320 | — |
2023 | 0.190 | — |
2022 | -0.149 | — |
2021 | 0.236 | — |
2020 | 0.127 | — |
2019 | 0.208 | — |
2018 | 0.009 | — |
2017 | 0.101 | — |
2016 | 0.046 | — |
2015 | 0.178 | — |
2014 | 0.200 | — |
2013 | 0.361 | — |
2012 | 0.102 | — |
2011 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.049 | — | — | — |
2024 | 0.125 | 0.046 | 0.037 | 0.082 |
2023 | 0.065 | 0.055 | -0.019 | 0.081 |
2022 | -0.064 | -0.140 | 0.005 | 0.052 |
2021 | 0.039 | 0.061 | 0.021 | 0.098 |
2020 | -0.124 | 0.144 | 0.060 | 0.061 |
2019 | 0.102 | 0.012 | 0.022 | 0.060 |
2018 | 0.013 | 0.047 | 0.050 | -0.093 |
2017 | 0.046 | -0.005 | -0.002 | 0.060 |
2016 | -0.064 | 0.020 | 0.043 | 0.051 |
2015 | 0.095 | -0.020 | -0.003 | 0.100 |
2014 | 0.049 | 0.007 | 0.053 | 0.078 |
2013 | 0.118 | 0.058 | 0.017 | 0.132 |
2012 | 0.096 | -0.014 | 0.019 | 0.001 |
2011 | -0.015 | -0.076 | 0.085 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.092 |
3 years | 0.115 |
5 years | 0.119 |
10 years | 0.102 |