Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.018 | 0 | 52 |
1 month | -0.013 | 0 | 20 |
3 months | -0.045 | 0 | 38 |
1 year | 0.077 | 0 | 75 |
3 years | 0.068 | 0 | 72 |
5 years | 0.075 | 0 | 60 |
10 years | 0.042 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.147 | — |
2023 | 0.103 | — |
2022 | -0.111 | — |
2021 | 0.126 | — |
2020 | 0.025 | — |
2019 | 0.149 | — |
2018 | -0.066 | — |
2017 | 0.068 | — |
2016 | 0.051 | — |
2015 | 0.027 | — |
2014 | 0.076 | — |
2013 | 0.206 | — |
2012 | 0.095 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.005 | — | — | — |
2024 | 0.060 | 0.012 | 0.049 | 0.019 |
2023 | 0.045 | 0.011 | -0.017 | 0.062 |
2022 | -0.047 | -0.111 | -0.005 | 0.055 |
2021 | 0.028 | 0.052 | 0.007 | 0.034 |
2020 | -0.173 | 0.112 | 0.044 | 0.067 |
2019 | 0.070 | 0.019 | 0.010 | 0.043 |
2018 | -0.016 | 0.011 | 0.005 | -0.066 |
2017 | 0.030 | 0.005 | 0.003 | 0.028 |
2016 | -0.020 | 0.011 | 0.045 | 0.015 |
2015 | 0.056 | -0.011 | -0.044 | 0.028 |
2014 | 0.033 | 0.018 | 0.008 | 0.015 |
2013 | 0.066 | 0.023 | 0.038 | 0.066 |
2012 | 0.065 | -0.023 | 0.024 | 0.029 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.077 |
3 years | 0.068 |
5 years | 0.075 |
10 years | 0.042 |