Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 39 |
| 1 month | -0.044 | 0 | 85 |
| 3 months | -0.075 | 0 | 52 |
| 1 year | 0.057 | 0 | 36 |
| 3 years | 0.027 | 0 | 87 |
| 5 years | 0.101 | 0 | 80 |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2022 | — | — |
| 2021 | 0.258 | — |
| 2020 | 0.019 | — |
| 2019 | 0.301 | — |
| 2018 | -0.130 | — |
| 2017 | 0.217 | — |
| 2016 | 0.148 | — |
| 2015 | -0.048 | — |
| 2014 | 0.103 | — |
| 2013 | 0.302 | — |
| 2012 | 0.145 | — |
| 2011 | -0.017 | — |
| 2010 | 0.124 | — |
| 2009 | 0.250 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2022 | 0.003 | -0.124 | -0.106 | — |
| 2021 | 0.106 | 0.055 | 0.007 | — |
| 2020 | -0.247 | 0.137 | 0.062 | — |
| 2019 | 0.135 | 0.034 | 0.019 | — |
| 2018 | -0.016 | -0.010 | 0.044 | — |
| 2017 | 0.054 | 0.045 | 0.051 | — |
| 2016 | 0.003 | 0.020 | 0.042 | — |
| 2015 | -0.002 | -0.004 | -0.088 | — |
| 2014 | 0.020 | 0.038 | -0.005 | — |
| 2013 | 0.101 | 0.033 | 0.039 | — |
| 2012 | 0.123 | -0.043 | 0.064 | — |
| 2011 | 0.049 | 0.007 | -0.174 | — |
| 2010 | 0.044 | -0.108 | 0.094 | — |
| 2009 | -0.109 | 0.140 | 0.166 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.012 |
| 5 years | 0.090 |
| 10 years | 0.058 |