Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.033 | 0 | 35 |
1 month | -0.033 | 0 | 92 |
3 months | -0.062 | 0 | 24 |
1 year | 0.034 | 0 | 27 |
3 years | 0.059 | 0 | 13 |
5 years | 0.089 | 0 | 20 |
10 years | 0.074 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.130 | — |
2023 | 0.118 | — |
2022 | -0.068 | — |
2021 | 0.139 | — |
2020 | 0.031 | — |
2019 | 0.198 | — |
2018 | -0.043 | — |
2017 | 0.115 | — |
2016 | 0.244 | — |
2015 | 0.031 | — |
2014 | 0.073 | — |
2013 | 0.091 | — |
2012 | 0.097 | — |
2011 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.000 | — | — | — |
2024 | 0.059 | 0.029 | 0.019 | 0.018 |
2023 | 0.035 | 0.015 | 0.006 | 0.058 |
2022 | -0.017 | -0.063 | 0.002 | 0.011 |
2021 | 0.033 | 0.051 | 0.018 | 0.031 |
2020 | -0.203 | 0.160 | 0.013 | 0.101 |
2019 | 0.075 | 0.052 | 0.031 | 0.027 |
2018 | -0.059 | 0.084 | 0.031 | -0.091 |
2017 | 0.040 | 0.007 | 0.002 | 0.063 |
2016 | 0.012 | 0.048 | 0.102 | 0.065 |
2015 | 0.070 | -0.043 | -0.073 | 0.086 |
2014 | -0.005 | 0.030 | 0.017 | 0.029 |
2013 | 0.092 | -0.037 | 0.038 | 0.000 |
2012 | 0.067 | -0.055 | 0.046 | 0.041 |
2011 | -0.011 | -0.114 | 0.037 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.034 |
3 years | 0.059 |
5 years | 0.089 |
10 years | 0.074 |