Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 71 |
| 1 month | -0.049 | 0 | 83 |
| 3 months | -0.026 | 0 | 71 |
| 1 year | 0.017 | 0 | 75 |
| 3 years | 0.033 | 0 | 74 |
| 5 years | 0.099 | 0 | 84 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.121 | — |
| 2023 | 0.160 | — |
| 2022 | -0.192 | — |
| 2021 | 0.131 | — |
| 2020 | 0.127 | — |
| 2019 | 0.284 | — |
| 2018 | -0.101 | — |
| 2017 | 0.227 | — |
| 2016 | 0.027 | — |
| 2015 | -0.025 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.073 | 0.003 | 0.058 | -0.015 |
| 2023 | 0.038 | 0.055 | -0.052 | 0.118 |
| 2022 | -0.072 | -0.139 | -0.073 | 0.091 |
| 2021 | 0.037 | 0.061 | -0.017 | 0.046 |
| 2020 | -0.186 | 0.162 | 0.079 | 0.104 |
| 2019 | 0.133 | 0.058 | -0.001 | 0.072 |
| 2018 | -0.016 | 0.029 | 0.038 | -0.146 |
| 2017 | 0.071 | 0.066 | 0.033 | 0.041 |
| 2016 | -0.016 | 0.021 | 0.049 | -0.026 |
| 2015 | 0.024 | 0.009 | -0.091 | 0.037 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.043 |
| 3 years | 0.013 |
| 5 years | 0.086 |
| 10 years | 0.054 |