Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | — |
| 1 month | -0.022 | 0 | — |
| 3 months | -0.052 | 0 | — |
| 1 year | 0.133 | 0 | — |
| 3 years | 0.126 | 0 | — |
| 5 years | 0.128 | 0 | — |
| 10 years | 0.095 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.232 | — |
| 2023 | 0.163 | — |
| 2022 | -0.112 | — |
| 2021 | 0.167 | — |
| 2020 | 0.155 | — |
| 2019 | 0.206 | — |
| 2018 | -0.032 | — |
| 2017 | 0.144 | — |
| 2016 | 0.077 | — |
| 2015 | 0.072 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.093 | 0.033 | 0.058 | 0.032 |
| 2023 | 0.068 | 0.022 | -0.018 | 0.086 |
| 2022 | -0.069 | -0.115 | -0.010 | 0.090 |
| 2021 | 0.042 | 0.058 | 0.009 | 0.049 |
| 2020 | -0.139 | 0.148 | 0.049 | 0.114 |
| 2019 | 0.102 | 0.022 | 0.008 | 0.063 |
| 2018 | 0.013 | 0.019 | 0.003 | -0.065 |
| 2017 | 0.051 | 0.023 | 0.011 | 0.052 |
| 2016 | -0.013 | 0.016 | 0.059 | 0.015 |
| 2015 | 0.075 | -0.007 | -0.029 | 0.034 |
| 2014 | 0.040 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.133 |
| 3 years | 0.126 |
| 5 years | 0.128 |
| 10 years | 0.095 |