Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | — |
| 1 month | -0.010 | 0 | — |
| 3 months | -0.023 | 0 | — |
| 1 year | 0.096 | 0 | — |
| 3 years | 0.071 | 0 | — |
| 5 years | 0.066 | 0 | — |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.127 | — |
| 2023 | 0.096 | — |
| 2022 | -0.078 | — |
| 2021 | 0.091 | — |
| 2020 | 0.046 | — |
| 2019 | 0.134 | — |
| 2018 | -0.024 | — |
| 2017 | 0.064 | — |
| 2016 | 0.058 | — |
| 2015 | 0.043 | — |
| 2014 | 0.090 | — |
| 2013 | 0.156 | — |
| 2012 | 0.107 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.038 | 0.016 | 0.049 | 0.019 |
| 2023 | 0.037 | 0.007 | -0.015 | 0.065 |
| 2022 | -0.041 | -0.078 | 0.004 | 0.038 |
| 2021 | 0.007 | 0.045 | 0.006 | 0.030 |
| 2020 | -0.107 | 0.088 | 0.033 | 0.043 |
| 2019 | 0.059 | 0.024 | 0.017 | 0.029 |
| 2018 | -0.006 | 0.009 | 0.003 | -0.030 |
| 2017 | 0.027 | 0.009 | 0.002 | 0.026 |
| 2016 | -0.008 | 0.022 | 0.040 | 0.003 |
| 2015 | 0.053 | -0.007 | -0.025 | 0.024 |
| 2014 | 0.037 | 0.018 | 0.012 | 0.020 |
| 2013 | 0.052 | 0.016 | 0.030 | 0.050 |
| 2012 | 0.054 | 0 | 0.023 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.071 |
| 5 years | 0.066 |
| 10 years | 0.049 |