Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.092 | 0 | 72 |
| 1 month | -0.081 | 0 | 35 |
| 3 months | -0.092 | 0 | 72 |
| 1 year | -0.097 | 0 | 98 |
| 3 years | -0.076 | 0 | 100 |
| 5 years | 0.009 | 0 | 100 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.052 | — |
| 2023 | 0.011 | — |
| 2022 | -0.300 | — |
| 2021 | 0.098 | — |
| 2020 | 0.258 | — |
| 2019 | 0.274 | — |
| 2018 | -0.114 | — |
| 2017 | 0.138 | — |
| 2016 | 0.004 | — |
| 2015 | 0.099 | — |
| 2014 | 0.185 | — |
| 2013 | 0.108 | — |
| 2012 | 0.169 | — |
| 2011 | -0.068 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.058 | 0.032 | 0.029 | -0.064 |
| 2023 | 0.025 | -0.011 | -0.067 | 0.067 |
| 2022 | -0.144 | -0.133 | -0.057 | 0.000 |
| 2021 | 0.022 | 0.037 | 0.007 | 0.028 |
| 2020 | -0.106 | 0.209 | 0.008 | 0.153 |
| 2019 | 0.144 | 0.007 | 0.028 | 0.076 |
| 2018 | -0.028 | 0.001 | -0.015 | -0.076 |
| 2017 | 0.081 | 0.023 | 0.016 | 0.013 |
| 2016 | -0.065 | 0.019 | 0.057 | -0.003 |
| 2015 | 0.146 | -0.037 | -0.103 | 0.110 |
| 2014 | 0.048 | 0.031 | 0.046 | 0.048 |
| 2013 | 0.064 | -0.022 | 0.031 | 0.034 |
| 2012 | 0.097 | -0.002 | 0.061 | 0.006 |
| 2011 | -0.039 | -0.007 | -0.070 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.115 |
| 3 years | -0.082 |
| 5 years | 0.005 |
| 10 years | 0.012 |