Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 44 |
| 1 month | -0.030 | 0 | 40 |
| 3 months | -0.005 | 0 | 44 |
| 1 year | 0.060 | 0 | 34 |
| 3 years | 0.006 | 0 | 64 |
| 5 years | 0.049 | 0 | 44 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.090 | — |
| 2023 | 0.035 | — |
| 2022 | -0.155 | — |
| 2021 | -0.012 | — |
| 2020 | 0.020 | — |
| 2019 | 0.195 | — |
| 2018 | -0.092 | — |
| 2017 | 0.138 | — |
| 2016 | 0.130 | — |
| 2015 | -0.024 | — |
| 2014 | 0.056 | — |
| 2013 | -0.070 | — |
| 2012 | 0.141 | — |
| 2011 | -0.155 | — |
| 2010 | 0.207 | — |
| 2009 | 0.462 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.023 | 0.044 | 0.047 | -0.025 |
| 2023 | 0.018 | 0.006 | -0.022 | 0.033 |
| 2022 | -0.068 | -0.054 | -0.068 | 0.029 |
| 2021 | 0.046 | 0.015 | -0.051 | -0.019 |
| 2020 | -0.247 | 0.152 | 0.023 | 0.151 |
| 2019 | 0.113 | 0.026 | -0.005 | 0.052 |
| 2018 | -0.010 | -0.037 | -0.004 | -0.044 |
| 2017 | 0.078 | 0.001 | 0.031 | 0.023 |
| 2016 | 0.019 | 0.052 | 0.052 | 0.002 |
| 2015 | 0.116 | -0.014 | -0.143 | 0.035 |
| 2014 | -0.009 | 0.076 | 0.019 | -0.028 |
| 2013 | 0.002 | -0.088 | 0.002 | 0.016 |
| 2012 | 0.102 | -0.042 | 0.060 | 0.021 |
| 2011 | -0.034 | -0.017 | -0.139 | 0.033 |
| 2010 | 0.062 | 0.004 | 0.074 | 0.053 |
| 2009 | 0.029 | 0.191 | 0.133 | 0.052 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | -0.011 |
| 5 years | 0.038 |
| 10 years | 0.010 |