Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.047 | 0 | 90 |
| 1 month | -0.054 | 0 | 85 |
| 3 months | -0.047 | 0 | 90 |
| 1 year | 0.043 | 0 | 30 |
| 3 years | 0.035 | 0 | 30 |
| 5 years | 0.077 | 0 | 28 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.166 | — |
| 2023 | 0.103 | — |
| 2022 | -0.133 | — |
| 2021 | 0.113 | — |
| 2020 | -0.005 | — |
| 2019 | 0.105 | — |
| 2018 | -0.108 | — |
| 2017 | 0.063 | — |
| 2016 | 0.043 | — |
| 2015 | 0.052 | — |
| 2014 | 0.070 | — |
| 2013 | 0.128 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.065 | 0.029 | 0.021 | 0.042 |
| 2023 | 0.027 | 0.026 | 0.000 | 0.047 |
| 2022 | -0.043 | -0.088 | -0.020 | 0.014 |
| 2021 | 0.042 | 0.028 | 0.001 | 0.039 |
| 2020 | -0.186 | 0.102 | 0.035 | 0.072 |
| 2019 | 0.060 | -0.003 | 0.002 | 0.043 |
| 2018 | -0.024 | -0.004 | 0.019 | -0.099 |
| 2017 | 0.011 | 0.010 | 0.020 | 0.021 |
| 2016 | -0.035 | 0.006 | 0.028 | 0.045 |
| 2015 | 0.099 | -0.010 | -0.068 | 0.038 |
| 2014 | 0.002 | 0.029 | 0.025 | 0.012 |
| 2013 | 0.016 | 0.014 | 0.041 | 0.052 |
| 2012 | -0.020 | 0.028 | 0.039 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.035 |
| 5 years | 0.077 |
| 10 years | 0.021 |