Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | — |
| 1 month | -0.028 | 0 | — |
| 3 months | 0.014 | 0 | — |
| 1 year | 0.169 | 0 | — |
| 3 years | 0.074 | 0 | — |
| 5 years | 0.143 | 0 | — |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.241 | — |
| 2023 | 0.107 | — |
| 2022 | -0.154 | — |
| 2021 | 0.212 | — |
| 2020 | 0.105 | — |
| 2019 | 0.219 | — |
| 2018 | -0.045 | — |
| 2017 | 0.084 | — |
| 2016 | 0.155 | — |
| 2015 | -0.016 | — |
| 2014 | 0.086 | — |
| 2013 | 0.285 | — |
| 2012 | 0.094 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.077 | 0.019 | 0.088 | 0.039 |
| 2023 | 0.053 | 0.009 | 0.006 | 0.036 |
| 2022 | -0.048 | -0.139 | -0.008 | 0.040 |
| 2021 | 0.060 | 0.069 | -0.001 | 0.071 |
| 2020 | -0.191 | 0.165 | 0.067 | 0.099 |
| 2019 | 0.074 | 0.016 | 0.059 | 0.054 |
| 2018 | -0.024 | 0.043 | 0.019 | -0.080 |
| 2017 | 0.027 | 0.005 | 0.018 | 0.033 |
| 2016 | 0.000 | 0.023 | 0.069 | 0.057 |
| 2015 | 0.032 | -0.013 | -0.062 | 0.029 |
| 2014 | 0.043 | 0.064 | -0.009 | -0.012 |
| 2013 | 0.071 | 0.027 | 0.069 | 0.094 |
| 2012 | 0.074 | -0.055 | 0.051 | 0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.169 |
| 3 years | 0.074 |
| 5 years | 0.143 |
| 10 years | 0.082 |