Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.022 | 0.004 | 60 |
1 month | 0.005 | 0.000 | 58 |
3 months | 0.016 | 0.006 | 58 |
1 year | 0.065 | 0.027 | 78 |
3 years | 0.035 | 0.034 | 81 |
5 years | 0.020 | 0.024 | 68 |
10 years | 0.018 | 0.020 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.047 | — |
2023 | 0.049 | — |
2022 | -0.047 | — |
2021 | -0.004 | — |
2020 | 0.039 | 0.038 |
2019 | 0.041 | 0.047 |
2018 | 0.011 | 0.009 |
2017 | 0.011 | 0.017 |
2016 | 0.014 | 0.021 |
2015 | 0.003 | 0.002 |
2014 | 0.004 | 0.011 |
2013 | 0.001 | 0.005 |
2012 | 0.024 | 0.037 |
2011 | 0.014 | 0.017 |
2010 | 0.029 | 0.041 |
2009 | 0.076 | 0.093 |
2008 | -0.060 | -0.042 |
2007 | 0.048 | 0.043 |
2006 | — | 0.040 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.016 | — | — | — |
2024 | 0.007 | 0.010 | 0.028 | 0.001 |
2023 | 0.014 | -0.002 | 0.008 | 0.028 |
2022 | -0.027 | -0.013 | -0.016 | 0.008 |
2021 | 0.001 | 0.001 | 0.001 | -0.007 |
2020 | -0.017 | 0.040 | 0.010 | 0.007 |
2019 | 0.014 | 0.013 | 0.007 | 0.006 |
2018 | -0.003 | 0.003 | 0.004 | 0.007 |
2017 | 0.005 | 0.004 | 0.003 | -0.001 |
2016 | 0.008 | 0.008 | 0.003 | -0.005 |
2015 | 0.006 | 0 | 0.001 | -0.004 |
2014 | 0.003 | 0.005 | -0.002 | -0.002 |
2013 | 0.001 | -0.007 | 0.004 | 0.003 |
2012 | 0.010 | 0.004 | 0.009 | 0.001 |
2011 | 0.004 | 0.008 | -0.002 | 0.004 |
2010 | 0.011 | 0.008 | 0.012 | -0.002 |
2009 | 0.006 | 0.035 | 0.028 | 0.005 |
2008 | -0.016 | 0.004 | -0.022 | -0.026 |
2007 | 0.014 | 0.007 | 0.016 | 0.011 |
2006 | 0.018 | 0.011 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.065 |
3 years | 0.035 |
5 years | 0.020 |
10 years | 0.018 |