Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 43 |
| 1 month | -0.013 | 0 | 59 |
| 3 months | -0.001 | 0 | 43 |
| 1 year | 0.037 | 0 | 24 |
| 3 years | 0.010 | 0 | 25 |
| 5 years | 0.007 | 0 | 31 |
| 10 years | 0.001 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.050 | — |
| 2023 | 0.072 | — |
| 2022 | -0.125 | — |
| 2021 | -0.011 | — |
| 2020 | 0.012 | — |
| 2019 | 0.030 | — |
| 2018 | -0.008 | — |
| 2017 | 0.003 | — |
| 2016 | 0.027 | — |
| 2015 | 0.011 | — |
| 2014 | 0.089 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.012 | 0.005 | 0.022 | 0.010 |
| 2023 | 0.015 | 0.002 | 0.003 | 0.052 |
| 2022 | -0.045 | -0.059 | -0.025 | -0.001 |
| 2021 | -0.011 | 0.005 | 0 | -0.005 |
| 2020 | -0.046 | 0.037 | 0.014 | 0.009 |
| 2019 | 0.017 | 0.012 | 0.007 | -0.006 |
| 2018 | -0.001 | -0.001 | -0.003 | -0.003 |
| 2017 | 0.002 | -0.002 | 0.004 | -0.001 |
| 2016 | 0.014 | 0.009 | 0.016 | -0.012 |
| 2015 | 0.042 | -0.040 | -0.002 | 0.013 |
| 2014 | 0.028 | 0.020 | 0.018 | 0.021 |
| 2013 | 0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.000 |
| 5 years | 0.001 |
| 10 years | -0.002 |