Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 26 |
| 1 month | -0.007 | 0 | 32 |
| 3 months | 0.037 | 0 | 26 |
| 1 year | 0.059 | 0 | 22 |
| 3 years | 0.055 | 0 | 20 |
| 5 years | 0.064 | 0 | 29 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.085 | — |
| 2023 | 0.053 | — |
| 2022 | -0.037 | — |
| 2021 | 0.082 | — |
| 2020 | 0.059 | — |
| 2019 | 0.103 | — |
| 2018 | -0.056 | — |
| 2017 | 0.042 | — |
| 2016 | -0.020 | — |
| 2015 | 0.026 | — |
| 2014 | 0.067 | — |
| 2013 | 0.204 | — |
| 2012 | 0.049 | — |
| 2011 | 0.026 | — |
| 2010 | 0.055 | — |
| 2009 | 0.347 | — |
| 2008 | -0.251 | — |
| 2007 | 0.006 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.062 | 0.017 | 0.022 | -0.018 |
| 2023 | 0.014 | 0.004 | -0.006 | 0.042 |
| 2022 | -0.030 | -0.035 | -0.020 | 0.048 |
| 2021 | 0.043 | 0.023 | 0.032 | -0.018 |
| 2020 | -0.041 | 0.009 | 0.069 | 0.023 |
| 2019 | 0.024 | 0.007 | 0.006 | 0.065 |
| 2018 | -0.003 | 0.007 | -0.013 | -0.047 |
| 2017 | 0.026 | 0.021 | 0.001 | -0.006 |
| 2016 | -0.031 | -0.006 | -0.002 | 0.020 |
| 2015 | 0.030 | -0.009 | 0.008 | -0.002 |
| 2014 | 0.045 | 0.001 | 0.016 | 0.004 |
| 2013 | 0.077 | 0.021 | 0.029 | 0.065 |
| 2012 | 0.021 | -0.005 | 0.032 | 0.000 |
| 2011 | -0.012 | 0.016 | -0.055 | 0.081 |
| 2010 | 0.037 | -0.071 | 0.041 | 0.052 |
| 2009 | -0.032 | 0.130 | 0.210 | 0.018 |
| 2008 | -0.177 | -0.055 | -0.043 | 0.005 |
| 2007 | 0.025 | 0.057 | -0.035 | -0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.037 |
| 5 years | 0.053 |
| 10 years | 0.028 |