Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 46 |
| 1 month | -0.002 | 0 | 29 |
| 3 months | -0.038 | 0 | 46 |
| 1 year | 0.037 | 0 | 61 |
| 3 years | -0.034 | 0 | 91 |
| 5 years | 0.112 | 0 | 87 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.135 | — |
| 2023 | -0.040 | — |
| 2022 | -0.209 | — |
| 2021 | 0.226 | — |
| 2020 | 0.231 | — |
| 2019 | 0.262 | — |
| 2018 | -0.171 | — |
| 2017 | 0.052 | — |
| 2016 | 0.095 | — |
| 2015 | -0.053 | — |
| 2014 | 0.123 | — |
| 2013 | 0.365 | — |
| 2012 | 0.106 | — |
| 2011 | -0.173 | — |
| 2010 | 0.369 | — |
| 2009 | 0.547 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.053 | -0.023 | 0.077 | 0.024 |
| 2023 | 0.021 | -0.059 | -0.090 | 0.100 |
| 2022 | -0.079 | -0.186 | -0.033 | 0.091 |
| 2021 | 0.039 | 0.081 | 0.059 | 0.031 |
| 2020 | -0.265 | 0.323 | 0.110 | 0.140 |
| 2019 | 0.139 | 0.019 | 0.008 | 0.078 |
| 2018 | -0.036 | 0.025 | 0.011 | -0.170 |
| 2017 | 0.017 | 0.008 | -0.018 | 0.045 |
| 2016 | -0.024 | 0.016 | 0.108 | -0.002 |
| 2015 | 0.045 | 0.027 | -0.120 | 0.004 |
| 2014 | 0.060 | 0.133 | -0.033 | -0.033 |
| 2013 | 0.068 | 0.016 | 0.114 | 0.130 |
| 2012 | 0.062 | -0.076 | 0.090 | 0.034 |
| 2011 | -0.003 | -0.096 | -0.161 | 0.093 |
| 2010 | 0.059 | -0.076 | 0.155 | 0.212 |
| 2009 | 0.010 | 0.124 | 0.172 | 0.163 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | -0.034 |
| 5 years | 0.112 |
| 10 years | 0.032 |