Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.120 | 0 | — |
| 1 month | 0.024 | 0 | — |
| 3 months | 0.120 | 0 | — |
| 1 year | -0.119 | 0 | — |
| 3 years | 0.017 | 0 | — |
| 5 years | 0.027 | 0 | — |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.232 | — |
| 2023 | 0.274 | — |
| 2022 | 0.151 | — |
| 2021 | -0.146 | — |
| 2020 | -0.168 | — |
| 2019 | 0.077 | — |
| 2018 | -0.059 | — |
| 2017 | 0.140 | — |
| 2016 | 0.502 | — |
| 2015 | -0.283 | — |
| 2014 | -0.042 | — |
| 2013 | -0.134 | — |
| 2012 | 0.023 | — |
| 2011 | -0.009 | — |
| 2010 | 0.074 | — |
| 2009 | 0.520 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.025 | -0.102 | 0.034 | -0.152 |
| 2023 | 0.068 | 0.129 | -0.036 | 0.096 |
| 2022 | 0.197 | -0.078 | 0.005 | 0.038 |
| 2021 | -0.151 | 0.187 | -0.116 | -0.041 |
| 2020 | -0.216 | 0 | -0.050 | 0.117 |
| 2019 | 0.017 | 0.074 | -0.057 | 0.045 |
| 2018 | 0.038 | -0.162 | -0.017 | 0.100 |
| 2017 | 0.113 | -0.033 | 0.092 | -0.031 |
| 2016 | 0.195 | 0.178 | 0.041 | 0.025 |
| 2015 | -0.151 | 0.064 | -0.258 | 0.068 |
| 2014 | 0.061 | 0.080 | -0.094 | -0.077 |
| 2013 | 0.012 | -0.098 | -0.020 | -0.033 |
| 2012 | 0.061 | -0.088 | 0.047 | 0.010 |
| 2011 | 0.042 | 0.069 | -0.118 | 0.008 |
| 2010 | -0.010 | -0.001 | 0.072 | 0.013 |
| 2009 | 0.089 | 0.218 | 0.114 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.119 |
| 3 years | 0.017 |
| 5 years | 0.027 |
| 10 years | 0.027 |