Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.040 | 0 | 29 |
1 month | -0.002 | 0 | 84 |
3 months | 0.028 | 0 | 28 |
1 year | 0.091 | 0 | 22 |
3 years | 0.093 | 0 | 7 |
5 years | 0.096 | 0 | 9 |
10 years | 0.037 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.094 | — |
2023 | 0.078 | — |
2022 | 0.083 | — |
2021 | 0.179 | — |
2020 | -0.033 | — |
2019 | -0.143 | — |
2018 | -0.038 | — |
2017 | 0.058 | — |
2016 | 0.016 | — |
2015 | 0.037 | — |
2014 | 0.089 | — |
2013 | 0.178 | — |
2012 | 0.015 | — |
2011 | 0.133 | — |
2010 | 0.003 | — |
2009 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.043 | — | — | — |
2024 | 0.030 | 0.020 | 0.004 | 0.038 |
2023 | 0.010 | 0.026 | 0.021 | 0.019 |
2022 | 0.011 | 0.014 | 0.034 | 0.021 |
2021 | 0.098 | 0.042 | 0 | 0.031 |
2020 | -0.032 | -0.013 | 0.017 | -0.005 |
2019 | -0.034 | -0.027 | -0.049 | -0.042 |
2018 | 0.029 | -0.030 | -0.014 | -0.023 |
2017 | 0.006 | -0.004 | 0.052 | 0.003 |
2016 | -0.006 | -0.015 | 0.001 | 0.038 |
2015 | -0.014 | 0.004 | 0.031 | 0.015 |
2014 | 0.035 | -0.006 | 0.021 | 0.038 |
2013 | 0.083 | 0.071 | -0.015 | 0.031 |
2012 | 0.022 | 0.003 | 0.029 | -0.039 |
2011 | 0.027 | 0.048 | 0.064 | -0.011 |
2010 | 0.015 | -0.034 | 0.001 | 0.021 |
2009 | -0.007 | 0.019 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.091 |
3 years | 0.093 |
5 years | 0.096 |
10 years | 0.037 |