Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.157 | 0 | 1 |
| 1 month | 0.041 | 0 | 1 |
| 3 months | 0.157 | 0 | 1 |
| 1 year | 0.174 | 0 | 1 |
| 3 years | 0.133 | 0 | 1 |
| 5 years | 0.177 | 0 | 1 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.112 | — |
| 2023 | 0.206 | — |
| 2022 | -0.119 | — |
| 2021 | 0.149 | — |
| 2020 | 0.122 | — |
| 2019 | 0.248 | — |
| 2018 | -0.169 | — |
| 2017 | 0.327 | — |
| 2016 | -0.020 | — |
| 2015 | 0.069 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.096 | -0.003 | 0.092 | -0.068 |
| 2023 | 0.117 | 0.011 | -0.032 | 0.103 |
| 2022 | -0.059 | -0.112 | -0.132 | 0.215 |
| 2021 | 0.026 | 0.082 | 0.000 | 0.036 |
| 2020 | -0.220 | 0.192 | 0.041 | 0.159 |
| 2019 | 0.098 | 0.067 | -0.029 | 0.097 |
| 2018 | -0.016 | -0.020 | 0.013 | -0.149 |
| 2017 | 0.103 | 0.106 | 0.053 | 0.032 |
| 2016 | -0.011 | -0.021 | 0.056 | -0.041 |
| 2015 | 0.043 | 0.013 | -0.047 | 0.062 |
| 2014 | -0.072 | 0.005 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.174 |
| 3 years | 0.133 |
| 5 years | 0.177 |
| 10 years | 0.093 |