Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0 | 44 |
| 1 month | 0.010 | 0 | 54 |
| 3 months | 0.042 | 0 | 44 |
| 1 year | 0.041 | 0 | 18 |
| 3 years | 0.040 | 0 | 13 |
| 5 years | 0.024 | 0 | 58 |
| 10 years | 0.000 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.030 | — |
| 2023 | 0.139 | — |
| 2022 | -0.112 | — |
| 2021 | -0.099 | — |
| 2020 | 0.019 | — |
| 2019 | 0.108 | — |
| 2018 | -0.098 | — |
| 2017 | 0.163 | — |
| 2016 | 0.052 | — |
| 2015 | -0.162 | — |
| 2014 | -0.083 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.028 | -0.017 | 0.097 | -0.074 |
| 2023 | 0.052 | 0.028 | -0.036 | 0.092 |
| 2022 | -0.089 | -0.076 | -0.031 | 0.089 |
| 2021 | -0.074 | 0.038 | -0.035 | -0.029 |
| 2020 | -0.164 | 0.098 | 0.001 | 0.108 |
| 2019 | 0.025 | 0.058 | -0.020 | 0.043 |
| 2018 | 0.042 | -0.116 | -0.029 | 0.009 |
| 2017 | 0.079 | 0.038 | 0.033 | 0.004 |
| 2016 | 0.079 | 0.032 | 0.023 | -0.076 |
| 2015 | -0.039 | -0.012 | -0.116 | -0.002 |
| 2014 | 0.012 | 0.039 | -0.058 | -0.075 |
| 2013 | -0.086 | -0.013 | -0.014 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.029 |
| 5 years | 0.017 |
| 10 years | -0.003 |