Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.125 | 0 | — |
| 1 month | 0.013 | 0 | — |
| 3 months | -0.048 | 0 | — |
| 1 year | -0.091 | 0 | — |
| 3 years | -0.076 | 0 | — |
| 5 years | -0.021 | 0 | — |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | — | — |
| 2023 | -0.075 | — |
| 2022 | -0.049 | — |
| 2021 | 0.192 | — |
| 2020 | -0.028 | — |
| 2019 | 0.111 | — |
| 2018 | -0.129 | — |
| 2017 | 0.153 | — |
| 2016 | 0.060 | — |
| 2015 | 0.106 | — |
| 2014 | 0.037 | — |
| 2013 | 0.121 | — |
| 2012 | 0.115 | — |
| 2011 | -0.062 | — |
| 2010 | 0.225 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.007 | -0.077 | 0.007 | — |
| 2023 | 0.039 | -0.039 | -0.047 | -0.028 |
| 2022 | -0.046 | -0.044 | -0.022 | 0.067 |
| 2021 | 0.083 | 0.044 | 0.011 | 0.043 |
| 2020 | -0.258 | 0.129 | 0.043 | 0.113 |
| 2019 | 0.095 | -0.005 | 0.004 | 0.015 |
| 2018 | -0.041 | 0.026 | 0.003 | -0.117 |
| 2017 | 0.059 | 0.022 | 0.018 | 0.046 |
| 2016 | -0.017 | -0.011 | 0.035 | 0.053 |
| 2015 | 0.135 | -0.011 | -0.080 | 0.071 |
| 2014 | 0.015 | 0.023 | -0.016 | 0.016 |
| 2013 | 0.096 | -0.027 | 0.035 | 0.016 |
| 2012 | 0.080 | -0.031 | 0.050 | 0.014 |
| 2011 | -0.020 | 0.015 | -0.094 | 0.041 |
| 2010 | 0.071 | 0.002 | 0.058 | 0.078 |
| 2009 | -0.003 | 0.006 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.091 |
| 3 years | -0.076 |
| 5 years | -0.021 |
| 10 years | 0.015 |