Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.122 | 0 | — |
| 1 month | -0.114 | 0 | — |
| 3 months | -0.122 | 0 | — |
| 1 year | 0.018 | 0 | — |
| 3 years | 0.053 | 0 | — |
| 5 years | 0.158 | 0 | — |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.270 | — |
| 2023 | 0.203 | — |
| 2022 | -0.176 | — |
| 2021 | 0.316 | — |
| 2020 | 0.005 | — |
| 2019 | 0.391 | — |
| 2018 | -0.054 | — |
| 2017 | 0.103 | — |
| 2016 | 0.091 | — |
| 2015 | 0.001 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.095 | 0.016 | 0.035 | 0.102 |
| 2023 | 0.041 | 0.053 | 0.001 | 0.097 |
| 2022 | -0.054 | -0.152 | 0.013 | 0.013 |
| 2021 | 0.148 | 0.091 | 0.008 | 0.042 |
| 2020 | -0.298 | 0.185 | 0.024 | 0.182 |
| 2019 | 0.138 | 0.062 | 0.091 | 0.055 |
| 2018 | -0.031 | 0.084 | 0.077 | -0.165 |
| 2017 | 0.063 | 0.007 | 0.037 | -0.007 |
| 2016 | -0.054 | -0.042 | 0.026 | 0.173 |
| 2015 | 0.152 | -0.033 | -0.115 | 0.016 |
| 2014 | -0.007 | 0.006 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.053 |
| 5 years | 0.158 |
| 10 years | 0.072 |