Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 91 |
| 1 month | -0.032 | 0 | 84 |
| 3 months | 0.043 | 0 | 91 |
| 1 year | 0.044 | 0 | 89 |
| 3 years | 0.074 | 0 | 60 |
| 5 years | 0.120 | 0 | 60 |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.059 | — |
| 2023 | 0.205 | — |
| 2022 | -0.113 | — |
| 2021 | 0.241 | — |
| 2020 | -0.094 | — |
| 2019 | 0.162 | — |
| 2018 | -0.149 | — |
| 2017 | 0.042 | — |
| 2016 | -0.028 | — |
| 2015 | 0.062 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.058 | 0.013 | 0.019 | -0.030 |
| 2023 | 0.086 | 0.033 | -0.009 | 0.084 |
| 2022 | -0.047 | -0.090 | -0.058 | 0.087 |
| 2021 | 0.101 | 0.050 | 0.003 | 0.070 |
| 2020 | -0.247 | 0.138 | -0.024 | 0.084 |
| 2019 | 0.092 | 0.000 | 0.021 | 0.042 |
| 2018 | -0.062 | 0.007 | 0.001 | -0.099 |
| 2017 | 0.037 | 0.000 | 0.005 | 0.000 |
| 2016 | -0.084 | -0.012 | 0.027 | 0.046 |
| 2015 | 0.134 | -0.036 | -0.055 | 0.029 |
| 2014 | 0.031 | -0.016 | 0.007 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.074 |
| 5 years | 0.120 |
| 10 years | 0.022 |