Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.087 | 0 | 51 |
| 1 month | -0.100 | 0 | 54 |
| 3 months | -0.087 | 0 | 51 |
| 1 year | 0.041 | 0 | 16 |
| 3 years | 0.137 | 0 | 23 |
| 5 years | 0.154 | 0 | 21 |
| 10 years | 0.118 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.309 | — |
| 2023 | 0.268 | — |
| 2022 | -0.090 | — |
| 2021 | 0.226 | — |
| 2020 | 0.143 | — |
| 2019 | 0.280 | — |
| 2018 | -0.040 | — |
| 2017 | 0.173 | — |
| 2016 | 0.046 | — |
| 2015 | 0.145 | — |
| 2014 | 0.281 | — |
| 2013 | 0.333 | — |
| 2012 | 0.077 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.148 | 0.017 | 0.052 | 0.066 |
| 2023 | 0.143 | 0.089 | -0.041 | 0.063 |
| 2022 | -0.061 | -0.047 | 0.026 | -0.009 |
| 2021 | 0.042 | 0.083 | 0.005 | 0.081 |
| 2020 | -0.058 | 0.098 | 0.052 | 0.050 |
| 2019 | 0.113 | 0.026 | 0.065 | 0.052 |
| 2018 | -0.050 | 0.044 | 0.042 | -0.071 |
| 2017 | 0.065 | 0.016 | -0.001 | 0.085 |
| 2016 | -0.064 | 0.021 | 0.006 | 0.087 |
| 2015 | 0.097 | -0.022 | -0.019 | 0.088 |
| 2014 | -0.004 | 0.077 | 0.019 | 0.171 |
| 2013 | 0.114 | 0.041 | 0.062 | 0.083 |
| 2012 | 0.066 | -0.016 | 0.028 | -0.001 |
| 2011 | -0.097 | 0.086 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.135 |
| 5 years | 0.154 |
| 10 years | 0.117 |