Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 64 |
| 1 month | -0.022 | 0 | 24 |
| 3 months | 0.016 | 0 | 64 |
| 1 year | 0.057 | 0 | 28 |
| 3 years | 0.076 | 0 | 22 |
| 5 years | 0.146 | 0 | 19 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.109 | — |
| 2023 | 0.151 | — |
| 2022 | -0.081 | — |
| 2021 | 0.355 | — |
| 2020 | -0.180 | — |
| 2019 | 0.193 | — |
| 2018 | -0.006 | — |
| 2017 | 0.128 | — |
| 2016 | 0.121 | — |
| 2015 | 0.261 | — |
| 2014 | 0.164 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.066 | 0.019 | 0.037 | -0.016 |
| 2023 | 0.039 | 0.028 | 0.006 | 0.071 |
| 2022 | -0.043 | -0.061 | -0.041 | 0.067 |
| 2021 | 0.116 | 0.056 | 0.034 | 0.113 |
| 2020 | -0.329 | 0.138 | 0.013 | 0.060 |
| 2019 | 0.077 | -0.009 | 0.006 | 0.112 |
| 2018 | 0.071 | 0.038 | 0.059 | -0.155 |
| 2017 | 0.008 | 0.080 | 0.023 | 0.013 |
| 2016 | -0.007 | -0.002 | 0.044 | 0.085 |
| 2015 | 0.158 | 0.044 | -0.040 | 0.086 |
| 2014 | 0.073 | 0.050 | 0.034 | 0.000 |
| 2013 | 0.022 | 0.025 | 0.048 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.076 |
| 5 years | 0.146 |
| 10 years | 0.080 |