Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 86 |
| 1 month | -0.050 | 0 | 89 |
| 3 months | -0.035 | 0 | 86 |
| 1 year | 0.018 | 0 | 70 |
| 3 years | 0.012 | 0 | 68 |
| 5 years | 0.053 | 0 | 50 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.102 | — |
| 2023 | 0.085 | — |
| 2022 | -0.124 | — |
| 2021 | 0.132 | — |
| 2020 | 0.007 | — |
| 2019 | 0.140 | — |
| 2018 | -0.046 | — |
| 2017 | 0.002 | — |
| 2016 | 0.053 | — |
| 2015 | 0.045 | — |
| 2014 | 0.110 | — |
| 2013 | 0.083 | — |
| 2012 | 0.077 | — |
| 2011 | 0.008 | — |
| 2010 | 0.106 | — |
| 2009 | 0.138 | — |
| 2008 | -0.212 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.044 | 0.009 | 0.022 | 0.023 |
| 2023 | 0.035 | 0.017 | -0.015 | 0.045 |
| 2022 | -0.027 | -0.078 | -0.020 | -0.005 |
| 2021 | 0.041 | 0.030 | 0.012 | 0.044 |
| 2020 | -0.110 | 0.079 | 0.007 | 0.042 |
| 2019 | 0.072 | 0.010 | 0.038 | 0.016 |
| 2018 | -0.028 | 0.027 | 0.015 | -0.059 |
| 2017 | 0.011 | -0.024 | 0.001 | 0.014 |
| 2016 | -0.018 | 0.026 | 0.013 | 0.032 |
| 2015 | 0.105 | -0.047 | -0.045 | 0.040 |
| 2014 | 0.013 | 0.031 | 0.030 | 0.031 |
| 2013 | 0.052 | -0.014 | 0.020 | 0.024 |
| 2012 | 0.049 | -0.003 | 0.032 | -0.003 |
| 2011 | -0.011 | -0.001 | -0.028 | 0.049 |
| 2010 | 0.055 | 0.005 | 0.004 | 0.039 |
| 2009 | -0.053 | 0.082 | 0.080 | 0.028 |
| 2008 | -0.077 | -0.017 | -0.034 | -0.100 |
| 2007 | -0.027 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.002 |
| 5 years | 0.047 |
| 10 years | 0.020 |