Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.040 | 0 | 27 |
1 month | -0.017 | 0 | 33 |
3 months | -0.075 | 0 | 21 |
1 year | 0.057 | 0 | 14 |
3 years | 0.070 | 0 | 38 |
5 years | 0.111 | 0 | 32 |
10 years | 0.077 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.163 | — |
2023 | 0.100 | — |
2022 | -0.035 | — |
2021 | 0.196 | — |
2020 | 0.009 | — |
2019 | 0.180 | — |
2018 | -0.093 | — |
2017 | 0.136 | — |
2016 | 0.236 | — |
2015 | 0.051 | — |
2014 | 0.065 | — |
2013 | 0.259 | — |
2012 | 0.145 | — |
2011 | -0.072 | — |
2010 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.023 | — | — | — |
2024 | 0.088 | 0.009 | 0.025 | 0.033 |
2023 | 0.028 | 0.004 | 0.012 | 0.053 |
2022 | -0.019 | -0.054 | -0.010 | 0.050 |
2021 | 0.073 | 0.054 | 0.008 | 0.049 |
2020 | -0.214 | 0.164 | 0.003 | 0.101 |
2019 | 0.086 | 0.041 | 0.024 | 0.020 |
2018 | -0.047 | 0.065 | 0.015 | -0.119 |
2017 | 0.052 | 0.002 | 0.029 | 0.047 |
2016 | 0.014 | 0.050 | 0.094 | 0.062 |
2015 | 0.075 | -0.031 | -0.055 | 0.067 |
2014 | 0.000 | 0.011 | 0.008 | 0.045 |
2013 | 0.144 | 0.004 | 0.034 | 0.061 |
2012 | 0.094 | -0.037 | 0.045 | 0.039 |
2011 | 0.012 | 0.009 | -0.156 | 0.077 |
2010 | -0.118 | 0.106 | 0.089 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.015 |
3 years | 0.055 |
5 years | 0.102 |
10 years | 0.073 |