Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.071 | 0 | 64 |
| 1 month | -0.077 | 0 | 68 |
| 3 months | -0.071 | 0 | 64 |
| 1 year | -0.042 | 0 | 52 |
| 3 years | 0.030 | 0 | 26 |
| 5 years | 0.139 | 0 | 15 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.123 | — |
| 2023 | 0.139 | — |
| 2022 | -0.191 | — |
| 2021 | 0.271 | — |
| 2020 | 0.280 | — |
| 2019 | 0.367 | — |
| 2018 | -0.150 | — |
| 2017 | 0.125 | — |
| 2016 | 0.073 | — |
| 2015 | 0.150 | — |
| 2014 | 0.180 | — |
| 2013 | 0.240 | — |
| 2012 | 0.168 | — |
| 2011 | -0.135 | — |
| 2010 | 0.156 | — |
| 2009 | 0.416 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.089 | 0.012 | 0.036 | -0.016 |
| 2023 | 0.101 | 0.045 | -0.072 | 0.067 |
| 2022 | -0.118 | -0.118 | -0.001 | 0.041 |
| 2021 | 0.067 | 0.042 | 0.029 | 0.111 |
| 2020 | -0.185 | 0.210 | 0.122 | 0.157 |
| 2019 | 0.163 | 0.055 | 0.049 | 0.063 |
| 2018 | -0.046 | -0.003 | 0.014 | -0.119 |
| 2017 | 0.075 | -0.005 | 0.034 | 0.017 |
| 2016 | -0.041 | 0.006 | 0.077 | 0.033 |
| 2015 | 0.173 | -0.026 | -0.099 | 0.117 |
| 2014 | 0.042 | 0.022 | 0.011 | 0.096 |
| 2013 | 0.112 | -0.029 | 0.054 | 0.089 |
| 2012 | 0.107 | -0.032 | 0.061 | 0.028 |
| 2011 | 0.008 | -0.019 | -0.201 | 0.093 |
| 2010 | 0.054 | -0.042 | 0.028 | 0.114 |
| 2009 | -0.023 | 0.211 | 0.116 | 0.072 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.092 |
| 3 years | 0.011 |
| 5 years | 0.127 |
| 10 years | 0.074 |