Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.073 | 0 | — |
| 1 month | 0.013 | 0 | — |
| 3 months | -0.073 | 0 | — |
| 1 year | -0.006 | 0 | — |
| 3 years | 0.034 | 0 | — |
| 5 years | 0.147 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.121 | — |
| 2023 | 0.094 | — |
| 2022 | -0.053 | — |
| 2021 | 0.279 | — |
| 2020 | 0.007 | — |
| 2019 | 0.056 | — |
| 2018 | -0.090 | — |
| 2017 | 0.177 | — |
| 2016 | 0.023 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.045 | 0.083 | 0.023 | -0.032 |
| 2023 | -0.081 | 0.099 | 0.046 | 0.035 |
| 2022 | -0.027 | -0.064 | 0.093 | -0.048 |
| 2021 | 0.093 | 0.040 | 0.110 | 0.014 |
| 2020 | -0.302 | 0.184 | 0.060 | 0.151 |
| 2019 | 0.066 | -0.001 | -0.010 | 0.003 |
| 2018 | -0.088 | 0.005 | -0.024 | 0.017 |
| 2017 | 0.141 | -0.029 | -0.011 | 0.074 |
| 2016 | -0.057 | 0.062 | 0.055 | -0.031 |
| 2015 | -0.075 | 0.037 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | 0.034 |
| 5 years | 0.147 |