Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.049 | 0 | 60 |
1 month | -0.065 | 0 | 65 |
3 months | -0.049 | 0 | 60 |
1 year | 0.133 | 0 | 28 |
3 years | 0.124 | 0 | 36 |
5 years | 0.177 | 0 | 28 |
10 years | 0.124 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.337 | — |
2023 | 0.227 | — |
2022 | -0.148 | — |
2021 | 0.231 | — |
2020 | 0.186 | — |
2019 | 0.237 | — |
2018 | 0.022 | — |
2017 | 0.126 | — |
2016 | 0.091 | — |
2015 | 0.181 | — |
2014 | 0.211 | — |
2013 | 0.430 | — |
2012 | 0.121 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.122 | 0.041 | 0.049 | 0.090 |
2023 | 0.071 | 0.061 | -0.010 | 0.091 |
2022 | -0.065 | -0.148 | 0.026 | 0.042 |
2021 | 0.044 | 0.067 | 0.019 | 0.084 |
2020 | -0.143 | 0.180 | 0.071 | 0.096 |
2019 | 0.115 | 0.018 | 0.021 | 0.067 |
2018 | 0.016 | 0.060 | 0.050 | -0.096 |
2017 | 0.045 | 0.003 | 0.004 | 0.070 |
2016 | -0.054 | 0.021 | 0.059 | 0.067 |
2015 | 0.107 | -0.016 | -0.012 | 0.096 |
2014 | 0.052 | 0.010 | 0.047 | 0.088 |
2013 | 0.137 | 0.063 | 0.043 | 0.136 |
2012 | 0.095 | -0.009 | 0.022 | 0.011 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.133 |
3 years | 0.124 |
5 years | 0.177 |
10 years | 0.124 |