Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.090 | 0 | 69 |
| 1 month | -0.094 | 0 | 66 |
| 3 months | -0.090 | 0 | 69 |
| 1 year | -0.027 | 0 | 75 |
| 3 years | 0.016 | 0 | 79 |
| 5 years | 0.106 | 0 | 64 |
| 10 years | 0.071 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.181 | — |
| 2023 | 0.092 | — |
| 2022 | -0.189 | — |
| 2021 | 0.263 | — |
| 2020 | 0.137 | — |
| 2019 | 0.343 | — |
| 2018 | -0.045 | — |
| 2017 | 0.119 | — |
| 2016 | 0.050 | — |
| 2015 | 0.145 | — |
| 2014 | 0.141 | — |
| 2013 | 0.215 | — |
| 2012 | 0.132 | — |
| 2011 | -0.068 | — |
| 2010 | 0.183 | — |
| 2009 | 0.322 | — |
| 2008 | -0.401 | — |
| 2007 | -0.002 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.105 | 0.042 | -0.001 | 0.026 |
| 2023 | 0.033 | 0.022 | -0.041 | 0.079 |
| 2022 | -0.092 | -0.122 | 0 | 0.017 |
| 2021 | 0.066 | 0.070 | 0.022 | 0.083 |
| 2020 | -0.173 | 0.214 | 0.045 | 0.084 |
| 2019 | 0.160 | 0.048 | 0.027 | 0.075 |
| 2018 | -0.026 | 0.073 | 0.063 | -0.141 |
| 2017 | 0.056 | 0.002 | 0.018 | 0.040 |
| 2016 | -0.065 | 0.025 | 0.047 | 0.045 |
| 2015 | 0.185 | -0.020 | -0.084 | 0.076 |
| 2014 | -0.018 | 0.027 | 0.070 | 0.057 |
| 2013 | 0.110 | -0.002 | 0.036 | 0.059 |
| 2012 | 0.120 | -0.021 | 0.036 | -0.003 |
| 2011 | -0.035 | -0.012 | -0.098 | 0.085 |
| 2010 | 0.077 | -0.016 | 0.016 | 0.099 |
| 2009 | -0.017 | 0.143 | 0.118 | 0.052 |
| 2008 | -0.175 | 0.043 | -0.091 | -0.235 |
| 2007 | 0.016 | 0.054 | -0.043 | -0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.076 |
| 3 years | -0.001 |
| 5 years | 0.094 |
| 10 years | 0.066 |