Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 63 |
| 1 month | -0.050 | 0 | 47 |
| 3 months | -0.039 | 0 | 63 |
| 1 year | 0.051 | 0 | 18 |
| 3 years | 0.053 | 0 | 12 |
| 5 years | 0.097 | 0 | 32 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.189 | — |
| 2023 | 0.164 | — |
| 2022 | -0.158 | — |
| 2021 | 0.208 | — |
| 2020 | -0.036 | — |
| 2019 | 0.216 | — |
| 2018 | -0.078 | — |
| 2017 | 0.090 | — |
| 2016 | 0.112 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.087 | 0.034 | 0.017 | 0.040 |
| 2023 | 0.041 | 0.049 | 0.005 | 0.061 |
| 2022 | -0.041 | -0.106 | -0.024 | 0.006 |
| 2021 | 0.078 | 0.047 | 0.005 | 0.065 |
| 2020 | -0.180 | 0.069 | 0.024 | 0.074 |
| 2019 | 0.111 | 0.009 | 0.023 | 0.061 |
| 2018 | -0.036 | 0.019 | 0.038 | -0.096 |
| 2017 | 0.056 | -0.022 | 0.015 | 0.039 |
| 2016 | -0.026 | 0.008 | 0.056 | 0.072 |
| 2015 | -0.035 | -0.104 | 0.069 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.053 |
| 5 years | 0.097 |
| 10 years | 0.051 |