Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 69 |
| 1 month | -0.059 | 0 | 66 |
| 3 months | -0.051 | 0 | 69 |
| 1 year | -0.027 | 0 | 75 |
| 3 years | 0.006 | 0 | 80 |
| 5 years | 0.102 | 0 | 65 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.107 | — |
| 2023 | 0.129 | — |
| 2022 | -0.239 | — |
| 2021 | 0.175 | — |
| 2020 | 0.239 | — |
| 2019 | 0.319 | — |
| 2018 | -0.092 | — |
| 2017 | 0.274 | — |
| 2016 | 0.020 | — |
| 2015 | 0.030 | — |
| 2014 | 0.001 | — |
| 2013 | 0.274 | — |
| 2012 | 0.149 | — |
| 2011 | -0.098 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.080 | 0.034 | 0.041 | -0.048 |
| 2023 | 0.051 | 0.026 | -0.070 | 0.126 |
| 2022 | -0.111 | -0.175 | -0.063 | 0.108 |
| 2021 | 0.024 | 0.080 | -0.002 | 0.063 |
| 2020 | -0.191 | 0.242 | 0.091 | 0.130 |
| 2019 | 0.139 | 0.064 | -0.017 | 0.107 |
| 2018 | -0.002 | 0.018 | 0.059 | -0.156 |
| 2017 | 0.070 | 0.069 | 0.055 | 0.056 |
| 2016 | -0.019 | -0.001 | 0.060 | -0.019 |
| 2015 | 0.054 | 0.016 | -0.082 | 0.047 |
| 2014 | -0.017 | 0.018 | -0.013 | 0.013 |
| 2013 | 0.080 | 0.013 | 0.079 | 0.079 |
| 2012 | 0.149 | -0.067 | 0.050 | 0.021 |
| 2011 | 0.020 | 0.009 | -0.165 | 0.050 |
| 2010 | -0.111 | 0.132 | 0.081 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.076 |
| 3 years | -0.012 |
| 5 years | 0.091 |
| 10 years | 0.066 |