Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 50 |
| 1 month | -0.021 | 0 | 68 |
| 3 months | 0.002 | 0 | 50 |
| 1 year | 0.026 | 0 | 64 |
| 3 years | 0.012 | 0 | 63 |
| 5 years | 0.021 | 0 | 66 |
| 10 years | 0.002 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.039 | — |
| 2023 | 0.077 | — |
| 2022 | -0.134 | — |
| 2021 | 0.010 | — |
| 2020 | -0.001 | — |
| 2019 | 0.103 | — |
| 2018 | -0.095 | — |
| 2017 | 0.031 | — |
| 2016 | 0.040 | — |
| 2015 | 0.014 | — |
| 2014 | 0.066 | — |
| 2013 | 0.102 | — |
| 2012 | 0.164 | — |
| 2011 | -0.062 | — |
| 2010 | 0.032 | — |
| 2009 | 0.220 | — |
| 2008 | -0.179 | — |
| 2007 | 0.006 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.014 | -0.003 | 0.033 | -0.006 |
| 2023 | 0.021 | -0.003 | -0.008 | 0.066 |
| 2022 | -0.064 | -0.083 | -0.028 | 0.039 |
| 2021 | 0.003 | 0.007 | -0.001 | 0.001 |
| 2020 | -0.115 | 0.066 | 0.012 | 0.048 |
| 2019 | 0.053 | 0.021 | 0.021 | 0.004 |
| 2018 | -0.021 | -0.016 | 0.005 | -0.064 |
| 2017 | 0.012 | 0.008 | 0.010 | 0.001 |
| 2016 | -0.008 | 0.018 | 0.018 | 0.011 |
| 2015 | 0.045 | -0.012 | -0.053 | 0.038 |
| 2014 | 0.031 | 0.030 | -0.005 | 0.010 |
| 2013 | 0.011 | 0.010 | 0.045 | 0.032 |
| 2012 | 0.090 | -0.033 | 0.056 | 0.046 |
| 2011 | 0.012 | 0.001 | -0.075 | 0.001 |
| 2010 | 0.029 | -0.012 | 0.027 | -0.012 |
| 2009 | -0.044 | 0.121 | 0.116 | 0.021 |
| 2008 | -0.041 | -0.009 | -0.045 | -0.094 |
| 2007 | 0.006 | 0.006 | -0.002 | -0.005 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | -0.001 |
| 5 years | 0.012 |
| 10 years | -0.002 |