Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.099 | 0 | 14 |
| 1 month | 0.018 | 0 | 20 |
| 3 months | 0.121 | 0 | 4 |
| 1 year | 0.145 | 0 | 14 |
| 3 years | -0.028 | 0 | 64 |
| 5 years | 0.106 | 0 | 56 |
| 10 years | 0.148 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | — | — |
| 2023 | 0.168 | — |
| 2022 | -0.392 | — |
| 2021 | 0.299 | — |
| 2020 | 0.370 | — |
| 2019 | 0.376 | — |
| 2018 | 0.036 | — |
| 2017 | 0.126 | — |
| 2016 | 0.101 | — |
| 2015 | 0.445 | — |
| 2014 | 0.241 | — |
| 2013 | 0.362 | — |
| 2012 | 0.069 | — |
| 2011 | -0.114 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.080 | — | — | — |
| 2023 | 0.082 | 0.040 | -0.106 | 0.162 |
| 2022 | -0.209 | -0.241 | -0.093 | 0.115 |
| 2021 | 0.028 | 0.080 | 0.009 | 0.160 |
| 2020 | -0.224 | 0.317 | 0.225 | 0.094 |
| 2019 | 0.115 | 0.067 | 0.013 | 0.141 |
| 2018 | -0.015 | 0.099 | 0.059 | -0.096 |
| 2017 | 0.061 | 0.071 | 0.019 | -0.028 |
| 2016 | -0.034 | -0.017 | 0.134 | 0.022 |
| 2015 | 0.182 | 0.017 | 0.026 | 0.172 |
| 2014 | 0.057 | 0.109 | -0.052 | 0.117 |
| 2013 | 0.117 | -0.005 | 0.139 | 0.076 |
| 2012 | 0.106 | -0.070 | 0.019 | 0.021 |
| 2011 | 0.027 | -0.024 | -0.217 | 0.130 |
| 2010 | -0.091 | 0.147 | 0.134 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.145 |
| 3 years | -0.028 |
| 5 years | 0.106 |
| 10 years | 0.148 |