Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.089 | 0 | 79 |
| 1 month | 0.078 | 0 | 6 |
| 3 months | -0.089 | 0 | 79 |
| 1 year | 0.076 | 0 | 9 |
| 3 years | 0.155 | 0 | 14 |
| 5 years | 0.259 | 0 | 14 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.212 | — |
| 2023 | 0.288 | — |
| 2022 | 0.090 | — |
| 2021 | 0.292 | — |
| 2020 | 0.131 | — |
| 2019 | -0.026 | — |
| 2018 | -0.191 | — |
| 2017 | 0.316 | — |
| 2016 | 0.193 | — |
| 2015 | -0.034 | — |
| 2014 | 0.595 | — |
| 2013 | -0.101 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.025 | 0.129 | 0.091 | -0.041 |
| 2023 | -0.049 | 0.119 | 0.094 | 0.107 |
| 2022 | 0.006 | -0.067 | 0.092 | 0.064 |
| 2021 | 0.084 | 0.117 | 0.065 | 0.003 |
| 2020 | -0.285 | 0.235 | 0.084 | 0.183 |
| 2019 | 0.038 | -0.019 | -0.061 | 0.019 |
| 2018 | -0.077 | -0.056 | -0.049 | -0.023 |
| 2017 | 0.165 | -0.003 | 0.038 | 0.092 |
| 2016 | -0.048 | 0.130 | 0.085 | 0.023 |
| 2015 | -0.015 | -0.023 | -0.019 | 0.022 |
| 2014 | 0.121 | 0.316 | -0.013 | 0.095 |
| 2013 | -0.109 | -0.047 | -0.063 | 0.129 |
| 2012 | 0.025 | 0.066 | 0.078 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.155 |
| 5 years | 0.259 |
| 10 years | 0.106 |