Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.101 | 0 | — |
| 1 month | -0.010 | 0 | — |
| 3 months | 0.101 | 0 | — |
| 1 year | 0.297 | 0 | — |
| 3 years | 0.262 | 0 | — |
| 5 years | 0.329 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.350 | — |
| 2023 | 0.235 | — |
| 2022 | 0.117 | — |
| 2021 | 0.347 | — |
| 2020 | -0.046 | — |
| 2019 | 0.287 | — |
| 2018 | -0.254 | — |
| 2017 | 0.241 | — |
| 2016 | 0.131 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.146 | 0.027 | 0.079 | 0.064 |
| 2023 | 0.011 | 0.072 | 0.057 | 0.078 |
| 2022 | 0.020 | -0.068 | 0.016 | 0.156 |
| 2021 | 0.194 | 0.028 | 0.063 | 0.032 |
| 2020 | -0.364 | 0.178 | -0.067 | 0.363 |
| 2019 | 0.088 | 0.037 | 0.019 | 0.119 |
| 2018 | 0.023 | -0.091 | 0.000 | -0.197 |
| 2017 | 0.080 | 0.082 | 0.061 | 0.000 |
| 2016 | -0.132 | -0.037 | 0.138 | 0.189 |
| 2015 | -0.053 | 0.024 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.297 |
| 3 years | 0.262 |
| 5 years | 0.329 |