Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.041 | 0 | 20 |
1 month | -0.026 | 0 | 53 |
3 months | 0.041 | 0 | 20 |
1 year | 0.106 | 0 | 21 |
3 years | 0.105 | 0 | 2 |
5 years | 0.142 | 0 | 9 |
10 years | 0.074 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.111 | — |
2023 | 0.100 | — |
2022 | 0.095 | — |
2021 | 0.164 | — |
2020 | -0.087 | — |
2019 | 0.203 | — |
2018 | -0.067 | — |
2017 | 0.106 | — |
2016 | 0.094 | — |
2015 | 0.073 | — |
2014 | 0.069 | — |
2013 | 0.205 | — |
2012 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.046 | 0.036 | 0.011 | 0.014 |
2023 | 0.033 | -0.013 | 0.052 | 0.025 |
2022 | 0.034 | -0.034 | -0.029 | 0.128 |
2021 | 0.059 | 0.040 | 0.009 | 0.047 |
2020 | -0.237 | 0.102 | -0.048 | 0.140 |
2019 | 0.090 | 0.040 | 0.012 | 0.049 |
2018 | -0.055 | 0.074 | -0.001 | -0.080 |
2017 | 0.051 | 0.014 | -0.002 | 0.040 |
2016 | 0.022 | 0.049 | 0.066 | -0.042 |
2015 | 0.052 | -0.036 | -0.011 | 0.069 |
2014 | 0.016 | 0.014 | 0.002 | 0.036 |
2013 | 0.107 | -0.001 | 0.024 | 0.065 |
2012 | 0.007 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.106 |
3 years | 0.105 |
5 years | 0.142 |
10 years | 0.074 |