Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.014 | 0 | 6 |
1 month | 0.004 | 0 | 10 |
3 months | -0.003 | 0 | 5 |
1 year | 0.116 | 0 | 17 |
3 years | 0.062 | 0 | 31 |
5 years | 0.080 | 0 | 37 |
10 years | 0.051 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.119 | — |
2023 | 0.086 | — |
2022 | -0.079 | — |
2021 | 0.144 | — |
2020 | 0.096 | — |
2019 | 0.140 | — |
2018 | -0.047 | — |
2017 | 0.033 | — |
2016 | 0.077 | — |
2015 | -0.017 | — |
2014 | 0.113 | — |
2013 | 0.155 | — |
2012 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.010 | — | — | — |
2024 | 0.036 | 0.003 | 0.056 | 0.020 |
2023 | 0.035 | 0.005 | -0.022 | 0.067 |
2022 | -0.013 | -0.102 | -0.003 | 0.041 |
2021 | 0.029 | 0.059 | 0.007 | 0.043 |
2020 | -0.101 | 0.117 | 0.028 | 0.062 |
2019 | 0.083 | 0.020 | 0.025 | 0.008 |
2018 | -0.027 | 0.047 | -0.012 | -0.053 |
2017 | 0.004 | 0.001 | 0.001 | 0.026 |
2016 | 0.015 | 0.020 | 0.031 | 0.008 |
2015 | 0.032 | -0.018 | -0.031 | 0.001 |
2014 | 0.036 | 0.033 | 0.007 | 0.032 |
2013 | 0.042 | 0.013 | 0.040 | 0.053 |
2012 | 0.017 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.116 |
3 years | 0.062 |
5 years | 0.080 |
10 years | 0.051 |