Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 23 |
| 1 month | -0.013 | 0 | 47 |
| 3 months | -0.023 | 0 | 26 |
| 1 year | 0.022 | 0 | 57 |
| 3 years | 0.020 | 0 | 60 |
| 5 years | 0.038 | 0 | 59 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.050 | — |
| 2023 | 0.053 | — |
| 2022 | -0.090 | — |
| 2021 | 0.079 | — |
| 2020 | 0.030 | — |
| 2019 | 0.097 | — |
| 2018 | -0.074 | — |
| 2017 | 0.061 | — |
| 2016 | 0.047 | — |
| 2015 | 0.026 | — |
| 2014 | 0.047 | — |
| 2013 | 0.155 | — |
| 2012 | 0.089 | — |
| 2011 | -0.008 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.037 | -0.002 | 0.035 | -0.020 |
| 2023 | 0.020 | 0.007 | -0.020 | 0.046 |
| 2022 | -0.039 | -0.066 | -0.056 | 0.074 |
| 2021 | 0.040 | 0.017 | -0.016 | 0.036 |
| 2020 | -0.124 | 0.094 | 0.015 | 0.059 |
| 2019 | 0.056 | 0.004 | 0.009 | 0.025 |
| 2018 | -0.020 | 0.007 | 0.011 | -0.072 |
| 2017 | 0.024 | 0.006 | 0.014 | 0.016 |
| 2016 | 0.010 | -0.003 | 0.026 | 0.014 |
| 2015 | 0.037 | -0.016 | -0.026 | 0.033 |
| 2014 | 0.007 | 0.014 | 0.000 | 0.025 |
| 2013 | 0.064 | 0.011 | 0.036 | 0.037 |
| 2012 | 0.055 | -0.023 | 0.039 | 0.016 |
| 2011 | 0.021 | 0.008 | -0.106 | 0.079 |
| 2010 | 0.037 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | 0.015 |
| 5 years | 0.035 |
| 10 years | 0.021 |