Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 64 |
| 1 month | -0.017 | 0 | 66 |
| 3 months | 0.007 | 0 | 64 |
| 1 year | 0.092 | 0 | 55 |
| 3 years | 0.045 | 0 | 64 |
| 5 years | 0.074 | 0 | 82 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.129 | — |
| 2023 | 0.074 | — |
| 2022 | -0.078 | — |
| 2021 | 0.088 | — |
| 2020 | 0.046 | — |
| 2019 | 0.114 | — |
| 2018 | -0.054 | — |
| 2017 | 0.032 | — |
| 2016 | 0.068 | — |
| 2015 | -0.017 | — |
| 2014 | 0.067 | — |
| 2013 | 0.080 | — |
| 2012 | 0.057 | — |
| 2011 | 0.000 | — |
| 2010 | 0.088 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.041 | 0.006 | 0.058 | 0.019 |
| 2023 | 0.027 | 0.005 | -0.027 | 0.070 |
| 2022 | -0.013 | -0.087 | -0.011 | 0.035 |
| 2021 | 0.015 | 0.036 | -0.001 | 0.036 |
| 2020 | -0.103 | 0.080 | 0.030 | 0.047 |
| 2019 | 0.074 | 0.016 | 0.010 | 0.011 |
| 2018 | -0.021 | 0.023 | -0.003 | -0.052 |
| 2017 | 0.019 | -0.005 | 0.000 | 0.018 |
| 2016 | 0.011 | 0.019 | 0.031 | 0.005 |
| 2015 | 0.030 | -0.014 | -0.032 | 0.000 |
| 2014 | 0.035 | 0.026 | -0.001 | 0.005 |
| 2013 | 0.024 | -0.019 | 0.031 | 0.044 |
| 2012 | 0.028 | -0.016 | 0.026 | 0.018 |
| 2011 | 0.027 | -0.007 | -0.047 | 0.030 |
| 2010 | 0.021 | -0.027 | 0.057 | 0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.045 |
| 5 years | 0.074 |
| 10 years | 0.036 |