Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 96 |
| 1 month | -0.033 | 0 | 91 |
| 3 months | -0.026 | 0 | 96 |
| 1 year | 0.016 | 0 | 85 |
| 3 years | -0.003 | 0 | 88 |
| 5 years | 0.013 | 0 | 83 |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.069 | — |
| 2023 | 0.085 | — |
| 2022 | -0.179 | — |
| 2021 | 0.041 | — |
| 2020 | 0.061 | — |
| 2019 | 0.098 | — |
| 2018 | -0.055 | — |
| 2017 | 0.035 | — |
| 2016 | -0.003 | — |
| 2015 | 0.004 | — |
| 2014 | 0.046 | — |
| 2013 | 0.036 | — |
| 2012 | 0.064 | — |
| 2011 | -0.020 | — |
| 2010 | 0.047 | — |
| 2009 | 0.054 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.024 | 0.001 | 0.027 | 0.016 |
| 2023 | 0.017 | 0.017 | -0.015 | 0.065 |
| 2022 | -0.065 | -0.087 | -0.033 | -0.006 |
| 2021 | -0.001 | 0.018 | 0.006 | 0.018 |
| 2020 | -0.042 | 0.046 | 0.028 | 0.030 |
| 2019 | 0.036 | 0.027 | 0.032 | 0.001 |
| 2018 | -0.010 | -0.017 | -0.001 | -0.028 |
| 2017 | 0.012 | 0.009 | 0.007 | 0.006 |
| 2016 | -0.014 | 0.002 | 0.023 | -0.014 |
| 2015 | 0.051 | -0.041 | -0.026 | 0.023 |
| 2014 | 0.005 | 0.021 | 0.001 | 0.018 |
| 2013 | 0.018 | -0.009 | 0.010 | 0.018 |
| 2012 | 0.031 | -0.013 | 0.028 | 0.017 |
| 2011 | -0.002 | 0.003 | -0.020 | -0.001 |
| 2010 | 0.029 | 0.001 | 0.013 | 0.003 |
| 2009 | 0.005 | 0.009 | 0.034 | 0.005 |
| 2008 | 0.007 | 0.011 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | -0.013 |
| 5 years | 0.007 |
| 10 years | 0.002 |