Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 76 |
| 1 month | -0.028 | 0 | 67 |
| 3 months | -0.025 | 0 | 76 |
| 1 year | 0.009 | 0 | 92 |
| 3 years | 0.033 | 0 | 21 |
| 5 years | 0.071 | 0 | 16 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.091 | — |
| 2023 | 0.121 | — |
| 2022 | -0.120 | — |
| 2021 | 0.066 | — |
| 2020 | 0.133 | — |
| 2019 | 0.135 | — |
| 2018 | -0.048 | — |
| 2017 | 0.070 | — |
| 2016 | 0.013 | — |
| 2015 | -0.015 | — |
| 2014 | 0.010 | — |
| 2013 | 0.041 | — |
| 2012 | 0.063 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.054 | 0.013 | -0.005 | 0.027 |
| 2023 | 0.044 | 0.045 | -0.026 | 0.055 |
| 2022 | -0.048 | -0.049 | -0.040 | 0.012 |
| 2021 | 0.016 | 0.041 | -0.009 | 0.016 |
| 2020 | -0.103 | 0.152 | 0.043 | 0.050 |
| 2019 | 0.076 | 0.015 | 0.014 | 0.024 |
| 2018 | -0.021 | 0.024 | 0.015 | -0.064 |
| 2017 | 0.015 | 0.008 | 0.026 | 0.018 |
| 2016 | -0.035 | 0.005 | 0.036 | 0.008 |
| 2015 | 0.038 | -0.029 | -0.020 | -0.003 |
| 2014 | -0.013 | 0.013 | -0.010 | 0.020 |
| 2013 | 0.025 | -0.040 | 0.019 | 0.037 |
| 2012 | 0.018 | -0.006 | 0.030 | 0.020 |
| 2011 | 0.010 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.033 |
| 5 years | 0.071 |
| 10 years | 0.035 |