Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.091 | 0 | — |
| 1 month | -0.015 | 0 | — |
| 3 months | -0.136 | 0 | — |
| 1 year | -0.065 | 0 | — |
| 3 years | 0.013 | 0 | — |
| 5 years | 0.056 | 0 | — |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.085 | — |
| 2023 | 0.181 | — |
| 2022 | -0.261 | — |
| 2021 | 0.168 | — |
| 2020 | 0.205 | — |
| 2019 | 0.236 | — |
| 2018 | -0.066 | — |
| 2017 | 0.233 | — |
| 2016 | -0.058 | — |
| 2015 | 0.072 | — |
| 2014 | 0.170 | — |
| 2013 | 0.227 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.081 | 0.020 | -0.003 | -0.013 |
| 2023 | 0.106 | 0.053 | -0.076 | 0.097 |
| 2022 | -0.090 | -0.184 | -0.039 | 0.035 |
| 2021 | 0.024 | 0.058 | 0.022 | 0.055 |
| 2020 | -0.155 | 0.165 | 0.098 | 0.115 |
| 2019 | 0.123 | 0.042 | -0.010 | 0.067 |
| 2018 | 0.006 | 0.029 | 0.024 | -0.119 |
| 2017 | 0.091 | 0.064 | 0.021 | 0.040 |
| 2016 | -0.038 | 0.013 | 0.031 | -0.063 |
| 2015 | 0.083 | -0.022 | -0.069 | 0.086 |
| 2014 | 0.021 | 0.054 | 0.020 | 0.066 |
| 2013 | 0.114 | -0.008 | 0.027 | 0.081 |
| 2012 | 0.051 | 0.018 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.114 |
| 3 years | -0.005 |
| 5 years | 0.045 |
| 10 years | 0.044 |