Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 93 |
| 1 month | -0.030 | 0 | 95 |
| 3 months | -0.014 | 0 | 93 |
| 1 year | 0.027 | 0 | 81 |
| 3 years | 0.022 | 0 | 38 |
| 5 years | 0.053 | 0 | 9 |
| 10 years | 0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.073 | — |
| 2023 | 0.107 | — |
| 2022 | -0.115 | — |
| 2021 | 0.087 | — |
| 2020 | -0.056 | — |
| 2019 | 0.066 | — |
| 2018 | -0.068 | — |
| 2017 | 0.046 | — |
| 2016 | 0.035 | — |
| 2015 | -0.036 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.031 | 0.013 | 0.021 | 0.006 |
| 2023 | 0.039 | 0.020 | -0.017 | 0.063 |
| 2022 | -0.029 | -0.080 | -0.043 | 0.035 |
| 2021 | 0.034 | 0.028 | 0.001 | 0.022 |
| 2020 | -0.180 | 0.073 | 0.013 | 0.059 |
| 2019 | 0.049 | -0.001 | -0.014 | 0.032 |
| 2018 | 0.000 | -0.002 | -0.008 | -0.059 |
| 2017 | 0.040 | 0.012 | 0.003 | -0.010 |
| 2016 | -0.016 | 0.000 | 0.018 | 0.033 |
| 2015 | 0.008 | -0.003 | -0.043 | 0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.022 |
| 5 years | 0.053 |
| 10 years | 0.009 |