Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | 6 |
| 1 month | -0.011 | 0 | 18 |
| 3 months | 0.030 | 0 | 6 |
| 1 year | 0.094 | 0 | 9 |
| 3 years | 0.081 | 0 | 3 |
| 5 years | 0.113 | 0 | 5 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.101 | — |
| 2023 | 0.164 | — |
| 2022 | -0.064 | — |
| 2021 | 0.061 | — |
| 2020 | -0.035 | — |
| 2019 | 0.131 | — |
| 2018 | -0.128 | — |
| 2017 | 0.166 | — |
| 2016 | 0.438 | — |
| 2015 | -0.154 | — |
| 2014 | 0.015 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.037 | 0.059 | 0.025 | -0.021 |
| 2023 | 0.059 | 0.024 | 0.023 | 0.049 |
| 2022 | -0.022 | -0.049 | -0.032 | 0.040 |
| 2021 | 0.039 | 0.048 | -0.017 | -0.008 |
| 2020 | -0.259 | 0.129 | -0.015 | 0.171 |
| 2019 | 0.047 | 0.051 | -0.008 | 0.036 |
| 2018 | -0.024 | -0.073 | -0.006 | -0.029 |
| 2017 | 0.090 | -0.019 | 0.035 | 0.053 |
| 2016 | 0.112 | 0.122 | 0.122 | 0.028 |
| 2015 | 0.027 | -0.049 | -0.162 | 0.033 |
| 2014 | -0.016 | 0.066 | -0.008 | -0.024 |
| 2013 | -0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.063 |
| 5 years | 0.102 |
| 10 years | 0.051 |