Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.011 | 0 | 46 |
1 month | -0.048 | 0 | 77 |
3 months | -0.051 | 0 | 60 |
1 year | 0.075 | 0 | 78 |
3 years | 0.119 | 0 | 40 |
5 years | 0.153 | 0 | 11 |
10 years | 0.093 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.140 | — |
2023 | 0.175 | — |
2022 | 0.003 | — |
2021 | 0.194 | — |
2020 | 0.034 | — |
2019 | 0.175 | — |
2018 | -0.055 | — |
2017 | 0.140 | — |
2016 | 0.134 | — |
2015 | 0.090 | — |
2014 | 0.164 | — |
2013 | 0.419 | — |
2012 | 0.177 | — |
2011 | -0.094 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.063 | — | — | — |
2024 | 0.080 | 0.006 | 0.065 | -0.015 |
2023 | 0.049 | 0.035 | 0.030 | 0.051 |
2022 | 0.008 | -0.071 | -0.035 | 0.109 |
2021 | 0.099 | 0.067 | -0.014 | 0.031 |
2020 | -0.254 | 0.160 | 0.007 | 0.186 |
2019 | 0.072 | 0.002 | 0.008 | 0.085 |
2018 | -0.003 | 0.013 | 0.017 | -0.079 |
2017 | 0.066 | 0.007 | 0.019 | 0.043 |
2016 | -0.074 | 0.003 | 0.116 | 0.094 |
2015 | 0.103 | -0.008 | -0.070 | 0.072 |
2014 | 0.078 | 0.010 | 0.044 | 0.024 |
2013 | 0.097 | 0.073 | 0.061 | 0.136 |
2012 | 0.113 | -0.048 | 0.048 | 0.059 |
2011 | 0.015 | -0.010 | -0.135 | 0.043 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.075 |
3 years | 0.119 |
5 years | 0.153 |
10 years | 0.093 |