Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | — |
| 1 month | -0.020 | 0 | — |
| 3 months | -0.044 | 0 | — |
| 1 year | 0.126 | 0 | — |
| 3 years | 0.115 | 0 | — |
| 5 years | 0.120 | 0 | — |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.206 | — |
| 2023 | 0.154 | — |
| 2022 | -0.113 | — |
| 2021 | 0.162 | — |
| 2020 | 0.154 | — |
| 2019 | 0.206 | — |
| 2018 | -0.032 | — |
| 2017 | 0.144 | — |
| 2016 | 0.078 | — |
| 2015 | 0.073 | — |
| 2014 | 0.134 | — |
| 2013 | 0.241 | — |
| 2012 | 0.119 | — |
| 2011 | -0.016 | — |
| 2010 | 0.150 | — |
| 2009 | 0.286 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.081 | 0.029 | 0.056 | 0.026 |
| 2023 | 0.065 | 0.019 | -0.020 | 0.084 |
| 2022 | -0.069 | -0.111 | -0.011 | 0.083 |
| 2021 | 0.040 | 0.057 | 0.008 | 0.048 |
| 2020 | -0.139 | 0.148 | 0.050 | 0.113 |
| 2019 | 0.102 | 0.022 | 0.008 | 0.063 |
| 2018 | 0.013 | 0.019 | 0.003 | -0.065 |
| 2017 | 0.051 | 0.023 | 0.011 | 0.052 |
| 2016 | -0.013 | 0.016 | 0.059 | 0.015 |
| 2015 | 0.074 | -0.008 | -0.027 | 0.035 |
| 2014 | 0.042 | 0.029 | 0.017 | 0.040 |
| 2013 | 0.065 | 0.024 | 0.052 | 0.082 |
| 2012 | 0.066 | -0.021 | 0.036 | 0.036 |
| 2011 | 0.031 | -0.012 | -0.078 | 0.047 |
| 2010 | 0.022 | -0.049 | 0.096 | 0.079 |
| 2009 | -0.023 | 0.156 | 0.099 | 0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.126 |
| 3 years | 0.115 |
| 5 years | 0.120 |
| 10 years | 0.091 |