Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.128 | 0.124 | 17 |
1 month | 0.020 | 0.051 | 69 |
3 months | 0.182 | 0.103 | 58 |
1 year | 0.243 | 0.417 | 26 |
3 years | 0.218 | 0.226 | 38 |
5 years | 0.151 | 0.220 | 37 |
10 years | 0.146 | 0.160 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.288 | — |
2023 | 0.376 | — |
2022 | -0.305 | — |
2021 | 0.197 | — |
2020 | 0.383 | 0.359 |
2019 | 0.285 | 0.319 |
2018 | -0.026 | -0.021 |
2017 | 0.265 | 0.277 |
2016 | 0.088 | 0.032 |
2015 | 0.057 | 0.036 |
2014 | 0.096 | 0.100 |
2013 | 0.343 | 0.339 |
2012 | 0.210 | 0.153 |
2011 | -0.045 | -0.025 |
2010 | 0.127 | 0.155 |
2009 | — | 0.357 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.064 | 0.181 | — | — |
2024 | 0.126 | 0.039 | 0.053 | 0.046 |
2023 | 0.113 | 0.107 | -0.023 | 0.144 |
2022 | -0.106 | -0.219 | -0.026 | 0.023 |
2021 | 0.025 | 0.084 | 0.011 | 0.066 |
2020 | -0.150 | 0.261 | 0.111 | 0.161 |
2019 | 0.139 | 0.035 | -0.021 | 0.113 |
2018 | 0.030 | 0.060 | 0.050 | -0.151 |
2017 | 0.082 | 0.040 | 0.051 | 0.070 |
2016 | -0.025 | 0.030 | 0.066 | 0.017 |
2015 | 0.035 | 0.014 | -0.066 | 0.078 |
2014 | 0.010 | 0.050 | 0.005 | 0.028 |
2013 | 0.086 | 0.032 | 0.093 | 0.095 |
2012 | 0.147 | -0.041 | 0.074 | 0.024 |
2011 | 0.054 | -0.006 | -0.161 | 0.086 |
2010 | 0.043 | -0.116 | 0.108 | 0.103 |
2009 | 0.135 | 0.059 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.243 |
3 years | 0.218 |
5 years | 0.151 |
10 years | 0.146 |