Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 43 |
| 1 month | -0.015 | 0 | 31 |
| 3 months | 0.026 | 0 | 43 |
| 1 year | 0.061 | 0 | 62 |
| 3 years | 0.042 | 0 | 65 |
| 5 years | 0.091 | 0 | 75 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.047 | — |
| 2023 | 0.059 | — |
| 2022 | 0.029 | — |
| 2021 | 0.171 | — |
| 2020 | -0.130 | — |
| 2019 | 0.201 | — |
| 2018 | -0.099 | — |
| 2017 | 0.044 | — |
| 2016 | 0.067 | — |
| 2015 | 0.075 | — |
| 2014 | 0.070 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.013 | 0.037 | 0.025 | -0.027 |
| 2023 | 0.034 | -0.026 | 0.031 | 0.020 |
| 2022 | 0.035 | -0.028 | -0.035 | 0.060 |
| 2021 | 0.037 | 0.052 | 0.027 | 0.045 |
| 2020 | -0.228 | 0.089 | -0.035 | 0.071 |
| 2019 | 0.085 | 0.009 | 0.023 | 0.073 |
| 2018 | -0.070 | 0.076 | -0.005 | -0.094 |
| 2017 | 0.052 | 0.015 | -0.024 | 0.002 |
| 2016 | -0.009 | 0.023 | 0.059 | -0.006 |
| 2015 | 0.062 | -0.025 | -0.006 | 0.045 |
| 2014 | 0.027 | 0.035 | -0.007 | 0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.042 |
| 5 years | 0.091 |
| 10 years | 0.038 |