Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 94 |
| 1 month | -0.033 | 0 | 96 |
| 3 months | -0.034 | 0 | 89 |
| 1 year | 0.074 | 0 | 13 |
| 3 years | 0.102 | 0 | 4 |
| 5 years | 0.124 | 0 | 4 |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.127 | — |
| 2023 | 0.181 | — |
| 2022 | 0.018 | — |
| 2021 | 0.189 | — |
| 2020 | 0.107 | — |
| 2019 | 0.077 | — |
| 2018 | 0.018 | — |
| 2017 | 0.135 | — |
| 2016 | 0.090 | — |
| 2015 | 0.024 | — |
| 2014 | 0.190 | — |
| 2013 | 0.064 | — |
| 2012 | 0.149 | — |
| 2011 | -0.068 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.019 | 0.073 | 0.049 | -0.018 |
| 2023 | 0.006 | 0.064 | 0.017 | 0.084 |
| 2022 | 0.000 | -0.053 | 0.024 | 0.051 |
| 2021 | 0.061 | 0.064 | 0.062 | -0.009 |
| 2020 | -0.139 | 0.092 | 0.035 | 0.138 |
| 2019 | 0.038 | 0.018 | -0.014 | 0.034 |
| 2018 | -0.035 | 0.005 | 0.028 | 0.021 |
| 2017 | 0.062 | 0.012 | 0.012 | 0.043 |
| 2016 | 0.006 | 0.045 | 0.041 | -0.004 |
| 2015 | 0.010 | 0.009 | -0.005 | 0.009 |
| 2014 | 0.036 | 0.085 | 0.009 | 0.049 |
| 2013 | 0.000 | 0.021 | -0.010 | 0.053 |
| 2012 | 0.065 | 0.011 | 0.034 | 0.031 |
| 2011 | -0.011 | -0.003 | -0.038 | -0.017 |
| 2010 | 0.016 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.102 |
| 5 years | 0.124 |
| 10 years | 0.089 |