Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.073 | 0 | 35 |
| 1 month | -0.027 | 0 | 27 |
| 3 months | 0.073 | 0 | 35 |
| 1 year | 0.042 | 0 | 58 |
| 3 years | 0.088 | 0 | 47 |
| 5 years | 0.157 | 0 | 16 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.002 | — |
| 2023 | 0.199 | — |
| 2022 | -0.054 | — |
| 2021 | 0.230 | — |
| 2020 | -0.062 | — |
| 2019 | 0.184 | — |
| 2018 | -0.138 | — |
| 2017 | 0.093 | — |
| 2016 | 0.068 | — |
| 2015 | 0.158 | — |
| 2014 | 0.049 | — |
| 2013 | 0.403 | — |
| 2012 | 0.185 | — |
| 2011 | -0.151 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.032 | -0.008 | 0.014 | -0.035 |
| 2023 | 0.098 | 0.029 | 0.002 | 0.059 |
| 2022 | -0.054 | -0.092 | -0.052 | 0.162 |
| 2021 | 0.130 | 0.020 | 0.027 | 0.039 |
| 2020 | -0.320 | 0.185 | -0.013 | 0.180 |
| 2019 | 0.086 | 0.007 | 0.017 | 0.064 |
| 2018 | -0.020 | -0.004 | 0.014 | -0.130 |
| 2017 | 0.040 | 0.040 | 0.030 | -0.019 |
| 2016 | -0.078 | -0.035 | 0.054 | 0.138 |
| 2015 | 0.203 | -0.020 | -0.079 | 0.067 |
| 2014 | 0.063 | 0.022 | -0.011 | -0.024 |
| 2013 | 0.037 | 0.049 | 0.170 | 0.102 |
| 2012 | 0.101 | -0.092 | 0.102 | 0.075 |
| 2011 | 0.048 | -0.019 | -0.213 | 0.049 |
| 2010 | 0.034 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | 0.070 |
| 5 years | 0.145 |
| 10 years | 0.044 |