Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.075 | 0 | 93 |
1 month | -0.027 | 0 | 53 |
3 months | -0.111 | 0 | 91 |
1 year | 0.038 | 0 | 51 |
3 years | 0.063 | 0 | 35 |
5 years | 0.096 | 0 | 49 |
10 years | 0.082 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.172 | — |
2023 | 0.082 | — |
2022 | 0.004 | — |
2021 | 0.209 | — |
2020 | 0.006 | — |
2019 | 0.220 | — |
2018 | -0.045 | — |
2017 | 0.077 | — |
2016 | 0.247 | — |
2015 | 0.034 | — |
2014 | 0.104 | — |
2013 | 0.161 | — |
2012 | 0.077 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.049 | — | — | — |
2024 | 0.074 | 0.017 | 0.034 | 0.038 |
2023 | 0.013 | 0.020 | -0.009 | 0.057 |
2022 | -0.001 | -0.043 | 0.001 | 0.049 |
2021 | 0.044 | 0.047 | 0.015 | 0.090 |
2020 | -0.159 | 0.154 | 0.001 | 0.035 |
2019 | 0.095 | 0.066 | 0.051 | -0.005 |
2018 | -0.063 | 0.085 | 0.055 | -0.109 |
2017 | 0.033 | 0.009 | 0.002 | 0.031 |
2016 | 0.034 | 0.087 | 0.050 | 0.056 |
2015 | 0.072 | -0.060 | -0.045 | 0.074 |
2014 | -0.004 | 0.016 | 0.031 | 0.059 |
2013 | 0.138 | -0.010 | -0.005 | 0.035 |
2012 | 0.035 | 0.016 | 0.022 | 0.003 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.038 |
3 years | 0.063 |
5 years | 0.096 |
10 years | 0.082 |