Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.068 | 0 | 84 |
| 1 month | -0.073 | 0 | 92 |
| 3 months | -0.068 | 0 | 84 |
| 1 year | -0.060 | 0 | 74 |
| 3 years | 0.026 | 0 | 70 |
| 5 years | 0.118 | 0 | 62 |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.116 | — |
| 2023 | 0.092 | — |
| 2022 | -0.175 | — |
| 2021 | 0.394 | — |
| 2020 | 0.104 | — |
| 2019 | 0.337 | — |
| 2018 | -0.125 | — |
| 2017 | 0.099 | — |
| 2016 | 0.091 | — |
| 2015 | 0.070 | — |
| 2014 | 0.132 | — |
| 2013 | 0.229 | — |
| 2012 | 0.195 | — |
| 2011 | -0.070 | — |
| 2010 | 0.232 | — |
| 2009 | 0.396 | — |
| 2008 | -0.443 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.106 | -0.035 | 0.062 | -0.016 |
| 2023 | 0.035 | 0.019 | -0.047 | 0.087 |
| 2022 | -0.131 | -0.088 | 0.028 | 0.013 |
| 2021 | 0.104 | 0.074 | 0.052 | 0.117 |
| 2020 | -0.173 | 0.154 | 0.053 | 0.098 |
| 2019 | 0.158 | 0.044 | 0.044 | 0.060 |
| 2018 | -0.063 | 0.022 | 0.035 | -0.117 |
| 2017 | 0.045 | -0.004 | 0.018 | 0.037 |
| 2016 | -0.038 | 0.073 | 0.036 | 0.021 |
| 2015 | 0.146 | -0.049 | -0.112 | 0.105 |
| 2014 | 0.043 | 0.029 | 0.008 | 0.045 |
| 2013 | 0.135 | -0.043 | 0.055 | 0.071 |
| 2012 | 0.116 | 0.015 | 0.042 | 0.012 |
| 2011 | -0.022 | -0.009 | -0.113 | 0.082 |
| 2010 | 0.055 | -0.012 | 0.026 | 0.152 |
| 2009 | -0.029 | 0.202 | 0.115 | 0.074 |
| 2008 | -0.150 | -0.037 | -0.154 | -0.197 |
| 2007 | -0.034 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.107 |
| 3 years | 0.008 |
| 5 years | 0.106 |
| 10 years | 0.060 |