Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 16 |
| 1 month | -0.034 | 0 | 19 |
| 3 months | -0.028 | 0 | 16 |
| 1 year | -0.021 | 0 | 21 |
| 3 years | -0.053 | 0 | 19 |
| 5 years | -0.048 | 0 | 20 |
| 10 years | -0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.006 | — |
| 2023 | 0.077 | — |
| 2022 | -0.247 | — |
| 2021 | -0.046 | — |
| 2020 | 0.064 | — |
| 2019 | 0.083 | — |
| 2018 | 0.019 | — |
| 2017 | -0.013 | — |
| 2016 | 0.083 | — |
| 2015 | 0.005 | — |
| 2014 | 0.221 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.014 | -0.025 | 0.044 | -0.010 |
| 2023 | 0.025 | 0.003 | -0.044 | 0.096 |
| 2022 | -0.078 | -0.106 | -0.064 | -0.024 |
| 2021 | -0.039 | -0.011 | 0.003 | 0.000 |
| 2020 | 0.017 | 0.022 | 0.013 | 0.011 |
| 2019 | 0.039 | 0.041 | 0.044 | -0.040 |
| 2018 | 0.012 | 0.009 | -0.013 | 0.012 |
| 2017 | -0.013 | -0.015 | 0.007 | 0.007 |
| 2016 | 0.079 | 0.056 | 0.004 | -0.053 |
| 2015 | 0.094 | -0.107 | 0.037 | -0.008 |
| 2014 | 0.048 | 0.043 | 0.049 | 0.066 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | -0.055 |
| 5 years | -0.049 |
| 10 years | -0.015 |