Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 4 |
| 1 month | -0.008 | 0 | 5 |
| 3 months | 0.029 | 0 | 4 |
| 1 year | 0.073 | 0 | 5 |
| 3 years | 0.012 | 0 | 69 |
| 5 years | 0.057 | 0 | 41 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.044 | — |
| 2023 | 0.028 | — |
| 2022 | -0.070 | — |
| 2021 | 0.091 | — |
| 2020 | -0.009 | — |
| 2019 | 0.100 | — |
| 2018 | -0.038 | — |
| 2017 | 0.007 | — |
| 2016 | 0.019 | — |
| 2015 | 0.021 | — |
| 2014 | 0.070 | — |
| 2013 | 0.045 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.001 | 0.012 | 0.046 | -0.014 |
| 2023 | -0.011 | 0.004 | -0.009 | 0.045 |
| 2022 | -0.008 | -0.069 | -0.025 | 0.033 |
| 2021 | 0.050 | 0.017 | 0.002 | 0.019 |
| 2020 | -0.158 | 0.093 | 0.014 | 0.062 |
| 2019 | 0.049 | 0.006 | 0.015 | 0.027 |
| 2018 | -0.034 | 0.016 | 0.024 | -0.044 |
| 2017 | 0.022 | -0.007 | -0.007 | -0.001 |
| 2016 | -0.012 | 0.018 | -0.001 | 0.013 |
| 2015 | 0.045 | -0.021 | -0.028 | 0.027 |
| 2014 | 0.009 | 0.026 | 0.022 | 0.012 |
| 2013 | 0.027 | -0.012 | 0.010 | 0.020 |
| 2012 | -0.001 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.002 |
| 5 years | 0.050 |
| 10 years | 0.013 |