Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | — |
| 1 month | -0.018 | 0 | — |
| 3 months | 0.002 | 0 | — |
| 1 year | 0.023 | 0 | — |
| 3 years | 0 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.067 | — |
| 2023 | 0.059 | — |
| 2022 | -0.127 | — |
| 2021 | 0.106 | — |
| 2020 | 0.092 | — |
| 2019 | 0.154 | — |
| 2018 | -0.062 | — |
| 2017 | 0.112 | — |
| 2016 | 0.121 | — |
| 2015 | -0.015 | — |
| 2014 | 0.090 | — |
| 2013 | 0.032 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.046 | 0.002 | 0.042 | -0.023 |
| 2023 | 0.033 | -0.013 | -0.003 | 0.042 |
| 2022 | -0.009 | -0.086 | -0.077 | 0.043 |
| 2021 | 0.020 | 0.060 | -0.001 | 0.024 |
| 2020 | -0.128 | 0.085 | 0.041 | 0.108 |
| 2019 | 0.083 | 0.022 | 0.007 | 0.034 |
| 2018 | -0.015 | 0.013 | -0.010 | -0.051 |
| 2017 | 0.028 | -0.001 | 0.029 | 0.052 |
| 2016 | 0.022 | 0.081 | 0.025 | -0.010 |
| 2015 | 0.042 | -0.023 | -0.038 | 0.005 |
| 2014 | 0.027 | 0.054 | -0.013 | 0.021 |
| 2013 | 0.028 | -0.053 | 0.052 | 0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |