Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.089 | 0 | 24 |
1 month | 0.023 | 0 | 36 |
3 months | 0.146 | 0 | 37 |
1 year | 0.171 | 0 | 15 |
3 years | 0.174 | 0 | 14 |
5 years | 0.157 | 0 | 13 |
10 years | 0.136 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.251 | — |
2023 | 0.272 | — |
2022 | -0.195 | — |
2021 | 0.270 | — |
2020 | 0.213 | — |
2019 | 0.316 | — |
2018 | -0.045 | — |
2017 | 0.219 | — |
2016 | 0.116 | — |
2015 | 0.013 | — |
2014 | 0.133 | — |
2013 | 0.326 | — |
2012 | 0.161 | — |
2011 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.045 | 0.114 | — | — |
2024 | 0.105 | 0.041 | 0.059 | 0.028 |
2023 | 0.078 | 0.088 | -0.031 | 0.120 |
2022 | -0.053 | -0.168 | -0.047 | 0.071 |
2021 | 0.055 | 0.089 | 0.004 | 0.101 |
2020 | -0.197 | 0.217 | 0.096 | 0.133 |
2019 | 0.139 | 0.042 | 0.015 | 0.092 |
2018 | -0.006 | 0.035 | 0.075 | -0.136 |
2017 | 0.062 | 0.031 | 0.045 | 0.065 |
2016 | 0.010 | 0.026 | 0.041 | 0.036 |
2015 | 0.014 | 0.003 | -0.067 | 0.068 |
2014 | 0.019 | 0.052 | 0.009 | 0.048 |
2013 | 0.106 | 0.027 | 0.057 | 0.103 |
2012 | 0.128 | -0.030 | 0.064 | -0.002 |
2011 | -0.140 | 0.117 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.148 |
3 years | 0.166 |
5 years | 0.153 |
10 years | 0.134 |