Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.028 | 0 | 5 |
1 month | 0.000 | 0 | 6 |
3 months | 0.028 | 0 | 5 |
1 year | 0.079 | 0 | 48 |
3 years | 0.039 | 0 | 51 |
5 years | 0.049 | 0 | 49 |
10 years | 0.032 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.076 | — |
2023 | 0.049 | — |
2022 | -0.050 | — |
2021 | 0.050 | — |
2020 | 0.059 | — |
2019 | 0.065 | — |
2018 | -0.009 | — |
2017 | 0.041 | — |
2016 | 0.045 | — |
2015 | 0.007 | — |
2014 | 0.069 | — |
2013 | 0.025 | — |
2012 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.025 | -0.002 | 0.052 | 0.000 |
2023 | 0.005 | 0.003 | -0.025 | 0.067 |
2022 | -0.019 | -0.062 | -0.008 | 0.041 |
2021 | -0.009 | 0.033 | 0.002 | 0.023 |
2020 | -0.034 | 0.062 | 0.011 | 0.022 |
2019 | 0.040 | 0.015 | 0.009 | 0.000 |
2018 | -0.009 | 0.006 | -0.003 | -0.002 |
2017 | 0.024 | 0.008 | -0.011 | 0.021 |
2016 | 0.003 | 0.026 | 0.025 | -0.010 |
2015 | 0.037 | -0.014 | -0.019 | 0.005 |
2014 | 0.040 | 0.026 | -0.004 | 0.006 |
2013 | 0.010 | -0.028 | 0.010 | 0.033 |
2012 | 0.013 | 0.023 | 0.004 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.079 |
3 years | 0.039 |
5 years | 0.049 |
10 years | 0.032 |