Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.089 | 0 | 27 |
1 month | 0.018 | 0 | 35 |
3 months | 0.159 | 0 | 8 |
1 year | 0.194 | 0 | 6 |
3 years | 0.152 | 0 | 21 |
5 years | 0.151 | 0 | 25 |
10 years | 0.057 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.227 | — |
2023 | 0.144 | — |
2022 | -0.029 | — |
2021 | 0.232 | — |
2020 | -0.076 | — |
2019 | 0.098 | — |
2018 | -0.153 | — |
2017 | 0.065 | — |
2016 | 0.140 | — |
2015 | -0.086 | — |
2014 | 0.060 | — |
2013 | 0.267 | — |
2012 | 0.206 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.033 | 0.106 | — | — |
2024 | 0.090 | -0.005 | 0.056 | 0.070 |
2023 | 0.034 | 0.032 | 0.007 | 0.064 |
2022 | 0.058 | -0.117 | -0.041 | 0.085 |
2021 | 0.106 | 0.050 | 0.006 | 0.055 |
2020 | -0.243 | 0.078 | 0.021 | 0.109 |
2019 | 0.121 | -0.007 | -0.031 | 0.018 |
2018 | -0.032 | 0.044 | 0.002 | -0.163 |
2017 | 0.031 | -0.035 | 0.027 | 0.043 |
2016 | -0.055 | -0.005 | 0.092 | 0.109 |
2015 | 0.010 | 0.010 | -0.123 | 0.022 |
2014 | 0.021 | 0.013 | 0.001 | 0.025 |
2013 | 0.072 | 0.040 | 0.065 | 0.066 |
2012 | 0.179 | -0.080 | 0.018 | 0.093 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.194 |
3 years | 0.152 |
5 years | 0.151 |
10 years | 0.057 |