Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 73 |
| 1 month | -0.039 | 0 | 64 |
| 3 months | -0.025 | 0 | 73 |
| 1 year | 0.011 | 0 | 77 |
| 3 years | -0.002 | 0 | 87 |
| 5 years | 0.039 | 0 | 75 |
| 10 years | 0.000 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.076 | — |
| 2023 | 0.071 | — |
| 2022 | -0.152 | — |
| 2021 | 0.082 | — |
| 2020 | 0.001 | — |
| 2019 | 0.129 | — |
| 2018 | -0.093 | — |
| 2017 | -0.034 | — |
| 2016 | 0.053 | — |
| 2015 | 0.032 | — |
| 2014 | 0.108 | — |
| 2013 | 0.020 | — |
| 2012 | 0.110 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.038 | 0.005 | 0.023 | 0.008 |
| 2023 | 0.023 | 0.012 | -0.021 | 0.056 |
| 2022 | -0.040 | -0.102 | -0.017 | 0.000 |
| 2021 | 0.020 | 0.025 | 0.005 | 0.031 |
| 2020 | -0.147 | 0.090 | 0.017 | 0.058 |
| 2019 | 0.070 | 0.018 | 0.019 | 0.017 |
| 2018 | -0.042 | 0.013 | 0.014 | -0.078 |
| 2017 | 0.019 | -0.034 | -0.019 | 0.001 |
| 2016 | -0.048 | 0.018 | 0.021 | 0.064 |
| 2015 | 0.114 | -0.042 | -0.081 | 0.052 |
| 2014 | 0.012 | 0.045 | 0.022 | 0.026 |
| 2013 | 0.050 | -0.044 | 0.004 | 0.013 |
| 2012 | 0.038 | 0.017 | 0.046 | 0.005 |
| 2011 | -0.057 | 0.071 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | -0.013 |
| 5 years | 0.032 |
| 10 years | -0.004 |