Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.073 | 0 | 66 |
| 1 month | -0.077 | 0 | 70 |
| 3 months | -0.073 | 0 | 66 |
| 1 year | -0.050 | 0 | 59 |
| 3 years | 0.021 | 0 | 31 |
| 5 years | 0.130 | 0 | 24 |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.114 | — |
| 2023 | 0.129 | — |
| 2022 | -0.198 | — |
| 2021 | 0.260 | — |
| 2020 | 0.269 | — |
| 2019 | 0.355 | — |
| 2018 | -0.157 | — |
| 2017 | 0.115 | — |
| 2016 | 0.064 | — |
| 2015 | 0.140 | — |
| 2014 | 0.170 | — |
| 2013 | 0.230 | — |
| 2012 | 0.158 | — |
| 2011 | -0.142 | — |
| 2010 | 0.146 | — |
| 2009 | 0.403 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.087 | 0.010 | 0.034 | -0.018 |
| 2023 | 0.098 | 0.043 | -0.074 | 0.065 |
| 2022 | -0.120 | -0.120 | -0.003 | 0.039 |
| 2021 | 0.064 | 0.039 | 0.027 | 0.108 |
| 2020 | -0.187 | 0.208 | 0.120 | 0.154 |
| 2019 | 0.160 | 0.052 | 0.046 | 0.061 |
| 2018 | -0.048 | -0.005 | 0.012 | -0.121 |
| 2017 | 0.072 | -0.007 | 0.032 | 0.014 |
| 2016 | -0.043 | 0.004 | 0.074 | 0.031 |
| 2015 | 0.171 | -0.028 | -0.101 | 0.115 |
| 2014 | 0.040 | 0.020 | 0.009 | 0.094 |
| 2013 | 0.110 | -0.031 | 0.052 | 0.087 |
| 2012 | 0.104 | -0.034 | 0.058 | 0.026 |
| 2011 | 0.006 | -0.021 | -0.202 | 0.091 |
| 2010 | 0.052 | -0.044 | 0.025 | 0.112 |
| 2009 | -0.025 | 0.208 | 0.114 | 0.070 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.100 |
| 3 years | 0.002 |
| 5 years | 0.117 |
| 10 years | 0.065 |