Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.143 | 0 | 79 |
| 1 month | -0.100 | 0 | 90 |
| 3 months | -0.153 | 0 | 78 |
| 1 year | -0.089 | 0 | 99 |
| 3 years | 0.123 | 0 | 35 |
| 5 years | 0.177 | 0 | 24 |
| 10 years | 0.100 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.136 | — |
| 2023 | 0.322 | — |
| 2022 | 0.038 | — |
| 2021 | 0.285 | — |
| 2020 | 0.294 | — |
| 2019 | -0.001 | — |
| 2018 | -0.068 | — |
| 2017 | 0.241 | — |
| 2016 | 0.020 | — |
| 2015 | 0.036 | — |
| 2014 | 0.406 | — |
| 2013 | 0.095 | — |
| 2012 | 0.179 | — |
| 2011 | -0.219 | — |
| 2010 | 0.102 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.053 | 0.101 | 0.086 | -0.097 |
| 2023 | -0.022 | 0.128 | 0.046 | 0.145 |
| 2022 | -0.023 | -0.070 | 0.130 | 0.012 |
| 2021 | 0.046 | 0.089 | 0.127 | 0.001 |
| 2020 | -0.150 | 0.178 | 0.104 | 0.170 |
| 2019 | -0.003 | -0.042 | 0.036 | 0.010 |
| 2018 | -0.063 | 0.001 | -0.005 | -0.001 |
| 2017 | 0.090 | 0.029 | 0.047 | 0.057 |
| 2016 | -0.056 | 0.083 | 0.079 | -0.076 |
| 2015 | 0.046 | -0.015 | 0.019 | -0.013 |
| 2014 | 0.068 | 0.136 | 0.086 | 0.067 |
| 2013 | -0.028 | 0.017 | 0.011 | 0.097 |
| 2012 | 0.096 | -0.017 | 0.065 | 0.028 |
| 2011 | -0.061 | -0.025 | -0.107 | -0.045 |
| 2010 | -0.006 | 0.000 | 0.076 | 0.031 |
| 2009 | 0.032 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.089 |
| 3 years | 0.123 |
| 5 years | 0.177 |
| 10 years | 0.100 |