Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.118 | 0 | 35 |
| 1 month | -0.035 | 0 | 75 |
| 3 months | -0.146 | 0 | 31 |
| 1 year | -0.035 | 0 | 42 |
| 3 years | 0.085 | 0 | 40 |
| 5 years | 0.106 | 0 | 52 |
| 10 years | 0.099 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.260 | — |
| 2023 | 0.147 | — |
| 2022 | -0.064 | — |
| 2021 | 0.302 | — |
| 2020 | -0.005 | — |
| 2019 | 0.351 | — |
| 2018 | 0.001 | — |
| 2017 | 0.150 | — |
| 2016 | 0.113 | — |
| 2015 | 0.081 | — |
| 2014 | 0.226 | — |
| 2013 | 0.266 | — |
| 2012 | 0.093 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.150 | 0.023 | 0.039 | 0.031 |
| 2023 | 0.060 | 0.091 | -0.024 | 0.015 |
| 2022 | -0.044 | -0.062 | 0.009 | 0.035 |
| 2021 | 0.088 | 0.040 | 0.029 | 0.118 |
| 2020 | -0.138 | 0.115 | 0.023 | 0.012 |
| 2019 | 0.172 | 0.057 | 0.048 | 0.041 |
| 2018 | 0.017 | 0.058 | 0.052 | -0.115 |
| 2017 | 0.058 | 0.009 | 0.021 | 0.055 |
| 2016 | -0.054 | 0.028 | 0.079 | 0.061 |
| 2015 | 0.130 | -0.033 | -0.064 | 0.058 |
| 2014 | 0.022 | 0.053 | 0.040 | 0.095 |
| 2013 | 0.087 | 0.033 | 0.034 | 0.091 |
| 2012 | 0.080 | -0.035 | 0.012 | 0.037 |
| 2011 | -0.128 | 0.074 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.035 |
| 3 years | 0.085 |
| 5 years | 0.106 |
| 10 years | 0.099 |