Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | — |
| 1 month | -0.025 | 0 | — |
| 3 months | 0.011 | 0 | — |
| 1 year | 0.116 | 0 | — |
| 3 years | 0.079 | 0 | — |
| 5 years | 0.099 | 0 | — |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.175 | — |
| 2023 | 0.128 | — |
| 2022 | -0.113 | — |
| 2021 | 0.109 | — |
| 2020 | 0.087 | — |
| 2019 | 0.145 | — |
| 2018 | -0.026 | — |
| 2017 | 0.109 | — |
| 2016 | 0.056 | — |
| 2015 | 0.085 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.065 | 0.022 | 0.055 | 0.024 |
| 2023 | 0.051 | 0.018 | -0.020 | 0.075 |
| 2022 | -0.054 | -0.100 | -0.010 | 0.052 |
| 2021 | 0.010 | 0.042 | 0.011 | 0.043 |
| 2020 | -0.106 | 0.112 | 0.035 | 0.056 |
| 2019 | 0.074 | 0.020 | 0.014 | 0.031 |
| 2018 | 0.001 | 0.023 | 0.003 | -0.051 |
| 2017 | 0.039 | 0.010 | 0.010 | 0.046 |
| 2016 | -0.011 | 0.007 | 0.047 | 0.012 |
| 2015 | 0.072 | -0.012 | -0.015 | 0.040 |
| 2014 | 0.031 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.116 |
| 3 years | 0.079 |
| 5 years | 0.099 |
| 10 years | 0.066 |