Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 96 |
| 1 month | -0.035 | 0 | 91 |
| 3 months | -0.015 | 0 | 96 |
| 1 year | 0.037 | 0 | 22 |
| 3 years | 0.005 | 0 | 96 |
| 5 years | 0.012 | 0 | 90 |
| 10 years | -0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.077 | — |
| 2023 | 0.032 | — |
| 2022 | -0.123 | — |
| 2021 | -0.006 | — |
| 2020 | -0.059 | — |
| 2019 | 0.079 | — |
| 2018 | -0.111 | — |
| 2017 | 0.129 | — |
| 2016 | 0.037 | — |
| 2015 | -0.168 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.023 | 0.008 | 0.012 | 0.032 |
| 2023 | 0.004 | -0.001 | -0.009 | 0.038 |
| 2022 | -0.054 | -0.058 | -0.028 | 0.012 |
| 2021 | -0.020 | 0.021 | -0.001 | -0.005 |
| 2020 | -0.154 | 0.084 | -0.008 | 0.035 |
| 2019 | 0.030 | 0.054 | -0.052 | 0.050 |
| 2018 | 0.049 | -0.119 | -0.030 | -0.009 |
| 2017 | 0.083 | 0.020 | 0.023 | -0.001 |
| 2016 | 0.078 | 0.018 | -0.003 | -0.052 |
| 2015 | -0.044 | -0.008 | -0.105 | -0.020 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.002 |
| 5 years | 0.010 |
| 10 years | -0.014 |