Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | — |
| 1 month | 0.016 | 0 | — |
| 3 months | 0.014 | 0 | — |
| 1 year | 0.079 | 0 | — |
| 3 years | -0.012 | 0 | — |
| 5 years | -0.035 | 0 | — |
| 10 years | -0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.066 | — |
| 2023 | 0.025 | — |
| 2022 | -0.174 | — |
| 2021 | -0.125 | — |
| 2020 | 0.046 | — |
| 2019 | 0.003 | — |
| 2018 | -0.057 | — |
| 2017 | 0.036 | — |
| 2016 | -0.022 | — |
| 2015 | -0.029 | — |
| 2014 | -0.005 | — |
| 2013 | 0.042 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.019 | 0.013 | 0.040 | -0.007 |
| 2023 | 0.006 | -0.003 | -0.026 | 0.050 |
| 2022 | -0.077 | -0.060 | -0.052 | 0.003 |
| 2021 | -0.018 | 0.002 | -0.041 | -0.073 |
| 2020 | -0.110 | 0.099 | 0.025 | 0.043 |
| 2019 | 0.051 | 0.009 | -0.012 | -0.043 |
| 2018 | -0.020 | -0.036 | 0.002 | -0.004 |
| 2017 | 0.028 | -0.009 | 0.018 | -0.001 |
| 2016 | 0.022 | -0.028 | 0.006 | -0.021 |
| 2015 | 0.011 | 0.005 | -0.017 | -0.029 |
| 2014 | -0.020 | 0.007 | 0.012 | -0.004 |
| 2013 | 0.006 | 0.014 | 0.008 | 0.014 |
| 2012 | -0.005 | 0.012 | 0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | -0.022 |
| 5 years | -0.041 |
| 10 years | -0.027 |