Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | — |
| 1 month | -0.026 | 0 | — |
| 3 months | 0.005 | 0 | — |
| 1 year | 0.012 | 0 | — |
| 3 years | 0.067 | 0 | — |
| 5 years | 0.075 | 0 | — |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.084 | — |
| 2023 | 0.133 | — |
| 2022 | -0.078 | — |
| 2021 | 0.012 | — |
| 2020 | 0.104 | — |
| 2019 | 0.167 | — |
| 2018 | -0.099 | — |
| 2017 | 0.139 | — |
| 2016 | 0.232 | — |
| 2015 | 0.136 | — |
| 2014 | 0.035 | — |
| 2013 | 0.216 | — |
| 2012 | 0.047 | — |
| 2011 | -0.162 | — |
| 2010 | 0.186 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.112 | -0.043 | 0.013 | 0.005 |
| 2023 | 0.041 | 0.035 | 0.020 | 0.031 |
| 2022 | -0.048 | -0.072 | 0.020 | 0.023 |
| 2021 | -0.006 | -0.005 | 0.062 | -0.037 |
| 2020 | -0.125 | 0.129 | 0.020 | 0.095 |
| 2019 | 0.047 | 0.037 | 0.062 | 0.011 |
| 2018 | -0.044 | 0.047 | 0.043 | -0.137 |
| 2017 | 0.033 | 0.016 | 0.006 | 0.079 |
| 2016 | -0.033 | 0.087 | 0.119 | 0.047 |
| 2015 | 0.153 | -0.029 | -0.090 | 0.115 |
| 2014 | -0.056 | 0.042 | 0.027 | 0.024 |
| 2013 | 0.178 | 0.039 | 0.008 | -0.015 |
| 2012 | 0.087 | -0.046 | -0.049 | 0.062 |
| 2011 | -0.091 | 0.011 | -0.040 | -0.050 |
| 2010 | 0.146 | -0.099 | 0.000 | 0.149 |
| 2009 | -0.030 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.067 |
| 5 years | 0.075 |
| 10 years | 0.070 |