Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.048 | 0 | 14 |
| 1 month | 0.012 | 0 | 5 |
| 3 months | 0.048 | 0 | 14 |
| 1 year | 0.108 | 0 | 5 |
| 3 years | 0.012 | 0 | 69 |
| 5 years | 0.059 | 0 | 51 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.068 | — |
| 2023 | 0.036 | — |
| 2022 | -0.102 | — |
| 2021 | 0.088 | — |
| 2020 | 0.045 | — |
| 2019 | 0.121 | — |
| 2018 | -0.069 | — |
| 2017 | 0.100 | — |
| 2016 | 0.042 | — |
| 2015 | 0.095 | — |
| 2014 | 0.053 | — |
| 2013 | 0.048 | — |
| 2012 | 0.152 | — |
| 2011 | -0.022 | — |
| 2010 | 0.121 | — |
| 2009 | 0.394 | — |
| 2008 | -0.250 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.010 | 0.027 | 0.021 | 0.008 |
| 2023 | 0.026 | -0.015 | -0.012 | 0.037 |
| 2022 | 0.003 | -0.082 | -0.041 | 0.017 |
| 2021 | 0.023 | 0.036 | 0.004 | 0.023 |
| 2020 | -0.110 | 0.105 | 0.019 | 0.043 |
| 2019 | 0.047 | 0.024 | 0.020 | 0.025 |
| 2018 | -0.012 | 0.004 | -0.007 | -0.054 |
| 2017 | 0.037 | 0.014 | 0.027 | 0.018 |
| 2016 | -0.015 | 0.018 | 0.029 | 0.010 |
| 2015 | 0.071 | 0.002 | -0.010 | 0.031 |
| 2014 | 0.030 | 0.028 | -0.009 | 0.002 |
| 2013 | 0.036 | -0.019 | 0.024 | 0.006 |
| 2012 | 0.087 | -0.018 | 0.047 | 0.031 |
| 2011 | 0.029 | 0.004 | -0.066 | 0.012 |
| 2010 | 0.081 | -0.003 | 0.024 | 0.016 |
| 2009 | -0.035 | 0.200 | 0.154 | 0.043 |
| 2008 | -0.056 | -0.027 | -0.086 | -0.107 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.007 |
| 5 years | 0.055 |
| 10 years | 0.036 |