Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.047 | 0 | 96 |
| 1 month | -0.069 | 0 | 91 |
| 3 months | -0.047 | 0 | 96 |
| 1 year | -0.062 | 0 | 82 |
| 3 years | -0.082 | 0 | 100 |
| 5 years | 0.047 | 0 | 80 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.031 | — |
| 2023 | 0.093 | — |
| 2022 | -0.386 | — |
| 2021 | 0.335 | — |
| 2020 | 0.205 | — |
| 2019 | 0.336 | — |
| 2018 | -0.131 | — |
| 2017 | 0.223 | — |
| 2016 | 0.017 | — |
| 2015 | 0.391 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.016 | -0.006 | 0.017 | -0.025 |
| 2023 | 0.118 | -0.045 | -0.112 | 0.153 |
| 2022 | -0.197 | -0.217 | -0.066 | 0.046 |
| 2021 | 0.064 | 0.106 | 0.067 | 0.063 |
| 2020 | -0.206 | 0.217 | 0.110 | 0.124 |
| 2019 | 0.186 | 0.051 | -0.044 | 0.122 |
| 2018 | -0.005 | 0.086 | 0.014 | -0.207 |
| 2017 | 0.081 | 0.059 | 0.058 | 0.009 |
| 2016 | -0.062 | 0.001 | 0.075 | 0.007 |
| 2015 | 0.225 | 0.030 | -0.019 | 0.125 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.090 |
| 3 years | -0.092 |
| 5 years | 0.041 |
| 10 years | 0.047 |