Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | — |
| 1 month | -0.053 | 0 | — |
| 3 months | 0.017 | 0 | — |
| 1 year | 0.046 | 0 | — |
| 3 years | 0.085 | 0 | — |
| 5 years | 0.108 | 0 | — |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.145 | — |
| 2023 | 0.213 | — |
| 2022 | -0.172 | — |
| 2021 | 0.184 | — |
| 2020 | -0.074 | — |
| 2019 | 0.256 | — |
| 2018 | -0.138 | — |
| 2017 | 0.104 | — |
| 2016 | 0.040 | — |
| 2015 | 0.015 | — |
| 2014 | 0.051 | — |
| 2013 | 0.256 | — |
| 2012 | 0.138 | — |
| 2011 | -0.097 | — |
| 2010 | 0.006 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.113 | 0.004 | 0.035 | -0.010 |
| 2023 | 0.113 | 0.053 | -0.055 | 0.095 |
| 2022 | -0.084 | -0.136 | -0.052 | 0.104 |
| 2021 | 0.069 | 0.056 | -0.007 | 0.056 |
| 2020 | -0.231 | 0.131 | 0.020 | 0.043 |
| 2019 | 0.119 | 0.047 | 0.014 | 0.058 |
| 2018 | -0.039 | 0.018 | 0.018 | -0.134 |
| 2017 | 0.057 | 0.005 | 0.037 | 0.002 |
| 2016 | -0.058 | -0.013 | 0.050 | 0.065 |
| 2015 | 0.120 | -0.046 | -0.090 | 0.044 |
| 2014 | 0.010 | 0.039 | -0.008 | 0.009 |
| 2013 | 0.053 | 0.018 | 0.072 | 0.093 |
| 2012 | 0.089 | -0.052 | 0.070 | 0.029 |
| 2011 | 0.042 | -0.002 | -0.198 | 0.082 |
| 2010 | 0.007 | -0.112 | 0.067 | 0.054 |
| 2009 | 0.048 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | 0.066 |
| 5 years | 0.096 |
| 10 years | 0.032 |