Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.169 | 0 | — |
1 month | -0.119 | 0 | — |
3 months | -0.182 | 0 | — |
1 year | -0.245 | 0 | — |
3 years | -0.061 | 0 | — |
5 years | 0.007 | 0 | — |
10 years | -0.004 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.031 | — |
2023 | -0.064 | — |
2022 | 0.164 | — |
2021 | 0.042 | — |
2020 | 0.015 | — |
2019 | 0.031 | — |
2018 | -0.061 | — |
2017 | -0.001 | — |
2016 | 0.070 | — |
2015 | -0.005 | — |
2014 | 0.171 | — |
2013 | 0.045 | — |
2012 | -0.051 | — |
2011 | 0.010 | — |
2010 | 0.022 | — |
2009 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.057 | — | — | — |
2024 | 0.131 | 0.026 | -0.138 | 0.031 |
2023 | -0.043 | 0.069 | -0.019 | -0.067 |
2022 | 0.060 | 0.107 | 0.064 | -0.068 |
2021 | 0.052 | 0.002 | -0.010 | -0.001 |
2020 | -0.017 | -0.056 | 0.003 | 0.091 |
2019 | 0.005 | 0.036 | 0.023 | -0.031 |
2018 | -0.035 | -0.016 | -0.011 | 0.000 |
2017 | -0.008 | -0.012 | 0.004 | 0.015 |
2016 | 0.037 | 0.020 | 0.009 | 0.003 |
2015 | 0.100 | -0.065 | 0.021 | -0.053 |
2014 | -0.003 | 0.068 | 0.032 | 0.066 |
2013 | 0.053 | -0.023 | -0.036 | 0.055 |
2012 | -0.038 | -0.028 | 0.013 | 0.002 |
2011 | -0.023 | -0.008 | 0.063 | -0.020 |
2010 | 0.003 | -0.008 | 0.017 | 0.010 |
2009 | -0.013 | 0.037 | -0.009 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.245 |
3 years | -0.061 |
5 years | 0.007 |
10 years | -0.004 |