Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 95 |
| 1 month | -0.044 | 0 | 95 |
| 3 months | -0.050 | 0 | 95 |
| 1 year | -0.020 | 0 | 88 |
| 3 years | -0.011 | 0 | 82 |
| 5 years | 0.068 | 0 | 43 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.061 | — |
| 2023 | 0.078 | — |
| 2022 | -0.142 | — |
| 2021 | 0.013 | — |
| 2020 | 0.096 | — |
| 2019 | 0.142 | — |
| 2018 | -0.225 | — |
| 2017 | 0.215 | — |
| 2016 | 0.353 | — |
| 2015 | -0.080 | — |
| 2014 | 0.058 | — |
| 2013 | 0.018 | — |
| 2012 | 0.122 | — |
| 2011 | -0.189 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.028 | 0.010 | 0.016 | 0.006 |
| 2023 | 0.007 | 0.007 | -0.004 | 0.067 |
| 2022 | -0.035 | -0.125 | 0.029 | -0.012 |
| 2021 | 0.033 | 0.027 | -0.047 | 0.001 |
| 2020 | -0.256 | 0.208 | -0.001 | 0.220 |
| 2019 | 0.095 | 0.013 | 0.021 | 0.009 |
| 2018 | -0.055 | -0.031 | -0.106 | -0.053 |
| 2017 | 0.097 | 0.025 | 0.057 | 0.023 |
| 2016 | 0.042 | 0.115 | 0.178 | -0.011 |
| 2015 | 0.061 | -0.057 | -0.164 | 0.098 |
| 2014 | -0.028 | 0.044 | -0.006 | 0.049 |
| 2013 | 0.068 | -0.082 | -0.005 | 0.043 |
| 2012 | 0.091 | -0.090 | 0.041 | 0.085 |
| 2011 | -0.031 | 0.019 | -0.198 | 0.024 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | -0.011 |
| 5 years | 0.068 |
| 10 years | 0.027 |