Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.123 | 0 | 1 |
1 month | 0.015 | 0 | 1 |
3 months | 0.123 | 0 | 1 |
1 year | 0.149 | 0 | 1 |
3 years | 0.140 | 0 | 1 |
5 years | 0.168 | 0 | 1 |
10 years | 0.109 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.132 | — |
2023 | 0.138 | — |
2022 | -0.008 | — |
2021 | 0.160 | — |
2020 | 0.088 | — |
2019 | 0.200 | — |
2018 | -0.117 | — |
2017 | 0.211 | — |
2016 | 0.170 | — |
2015 | 0.131 | — |
2014 | 0.021 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.106 | -0.004 | 0.029 | -0.002 |
2023 | 0.086 | -0.016 | 0.008 | 0.056 |
2022 | -0.032 | -0.038 | -0.055 | 0.128 |
2021 | 0.017 | 0.080 | 0.024 | 0.031 |
2020 | -0.166 | 0.196 | -0.005 | 0.096 |
2019 | 0.073 | 0.093 | 0.003 | 0.020 |
2018 | -0.051 | 0.042 | 0.025 | -0.129 |
2017 | 0.090 | 0.066 | 0.019 | 0.024 |
2016 | 0.015 | 0.052 | 0.086 | 0.009 |
2015 | 0.094 | -0.044 | -0.009 | 0.090 |
2014 | 0.005 | -0.007 | -0.021 | 0.045 |
2013 | 0.060 | 0.026 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.149 |
3 years | 0.140 |
5 years | 0.168 |
10 years | 0.109 |