Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | 0.000 | 0 | — |
| 1 year | 0.080 | 0 | — |
| 3 years | 0.023 | 0 | — |
| 5 years | 0.025 | 0 | — |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.097 | — |
| 2023 | 0.095 | — |
| 2022 | -0.174 | — |
| 2021 | 0.103 | — |
| 2020 | 0.034 | — |
| 2019 | 0.143 | — |
| 2018 | -0.062 | — |
| 2017 | 0.038 | — |
| 2016 | 0.020 | — |
| 2015 | 0.032 | — |
| 2014 | 0.074 | — |
| 2013 | 0.115 | — |
| 2012 | 0.071 | — |
| 2011 | -0.053 | — |
| 2010 | 0.067 | — |
| 2009 | 0.090 | — |
| 2008 | -0.194 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.042 | 0.014 | 0.007 | 0.030 |
| 2023 | 0.016 | 0.029 | -0.010 | 0.058 |
| 2022 | -0.049 | -0.099 | -0.024 | -0.013 |
| 2021 | 0.039 | 0.023 | 0.006 | 0.032 |
| 2020 | -0.113 | 0.087 | 0.025 | 0.046 |
| 2019 | 0.077 | 0.015 | 0.031 | 0.014 |
| 2018 | -0.026 | 0.020 | 0.023 | -0.077 |
| 2017 | 0.017 | -0.008 | 0.005 | 0.024 |
| 2016 | -0.030 | 0.007 | 0.026 | 0.018 |
| 2015 | 0.074 | -0.042 | -0.040 | 0.045 |
| 2014 | 0.018 | 0.027 | 0.010 | 0.017 |
| 2013 | 0.037 | -0.003 | 0.030 | 0.046 |
| 2012 | 0.052 | -0.023 | 0.035 | 0.007 |
| 2011 | -0.017 | 0.003 | -0.070 | 0.033 |
| 2010 | 0.041 | -0.013 | 0.005 | 0.033 |
| 2009 | -0.025 | 0.033 | 0.050 | 0.031 |
| 2008 | -0.089 | -0.034 | -0.025 | -0.062 |
| 2007 | -0.041 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.023 |
| 5 years | 0.025 |
| 10 years | 0.024 |