Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | 0.009 | 0 | — |
| 1 year | 0.075 | 0 | — |
| 3 years | 0.093 | 0 | — |
| 5 years | 0.093 | 0 | — |
| 10 years | 0.128 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.090 | — |
| 2023 | 0.065 | — |
| 2022 | 0.138 | — |
| 2021 | 0.112 | — |
| 2020 | 0.078 | — |
| 2019 | 0.217 | — |
| 2018 | 0.233 | — |
| 2017 | 0.171 | — |
| 2016 | 0.097 | — |
| 2015 | 0.107 | — |
| 2014 | 0.091 | — |
| 2013 | 0.101 | — |
| 2012 | 0.198 | — |
| 2011 | 0.100 | — |
| 2010 | 0.083 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.020 | 0.023 | 0.028 | 0.016 |
| 2023 | 0.013 | 0.035 | -0.003 | 0.019 |
| 2022 | 0.017 | 0.067 | 0.023 | 0.026 |
| 2021 | 0.011 | 0.011 | 0.031 | 0.055 |
| 2020 | 0.020 | 0.011 | 0.029 | 0.016 |
| 2019 | 0.013 | 0.042 | 0.027 | 0.122 |
| 2018 | 0.029 | 0.025 | 0.060 | 0.104 |
| 2017 | 0.016 | 0.024 | 0.071 | 0.050 |
| 2016 | 0.017 | 0.032 | 0.017 | 0.027 |
| 2015 | 0.017 | 0.025 | 0.021 | 0.040 |
| 2014 | 0.018 | 0.018 | 0.028 | 0.024 |
| 2013 | 0.012 | 0.051 | 0.018 | 0.018 |
| 2012 | 0.023 | 0.116 | 0.025 | 0.025 |
| 2011 | 0.027 | 0.025 | 0.024 | 0.022 |
| 2010 | 0.020 | 0.020 | 0.020 | 0.020 |
| 2009 | 0.020 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.093 |
| 5 years | 0.093 |
| 10 years | 0.128 |