Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | — |
| 1 month | 0.006 | 0 | — |
| 3 months | 0.015 | 0 | — |
| 1 year | 0.136 | 0 | — |
| 3 years | 0.069 | 0 | — |
| 5 years | 0.071 | 0 | — |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.139 | — |
| 2023 | 0.094 | — |
| 2022 | -0.102 | — |
| 2021 | 0.175 | — |
| 2020 | 0.009 | — |
| 2019 | 0.201 | — |
| 2018 | -0.073 | — |
| 2017 | 0.050 | — |
| 2016 | 0.068 | — |
| 2015 | 0.075 | — |
| 2014 | 0.118 | — |
| 2013 | 0.103 | — |
| 2012 | 0.104 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.054 | 0.020 | 0.039 | 0.020 |
| 2023 | 0.015 | 0.024 | -0.001 | 0.053 |
| 2022 | -0.033 | -0.076 | -0.018 | 0.024 |
| 2021 | 0.072 | 0.036 | 0.008 | 0.049 |
| 2020 | -0.182 | 0.119 | 0.022 | 0.078 |
| 2019 | 0.097 | 0.018 | 0.030 | 0.044 |
| 2018 | -0.039 | 0.037 | 0.018 | -0.087 |
| 2017 | 0.027 | -0.012 | 0.005 | 0.029 |
| 2016 | -0.024 | 0.005 | 0.034 | 0.053 |
| 2015 | 0.108 | -0.020 | -0.077 | 0.072 |
| 2014 | 0.016 | 0.033 | 0.032 | 0.032 |
| 2013 | 0.056 | -0.012 | 0.030 | 0.027 |
| 2012 | 0.063 | 0.003 | 0.035 | 0.000 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.136 |
| 3 years | 0.069 |
| 5 years | 0.071 |
| 10 years | 0.053 |