Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 97 |
| 1 month | -0.036 | 0 | 95 |
| 3 months | -0.029 | 0 | 97 |
| 1 year | 0.010 | 0 | 92 |
| 3 years | -0.007 | 0 | 93 |
| 5 years | 0.012 | 0 | 85 |
| 10 years | 0.002 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.063 | — |
| 2023 | 0.083 | — |
| 2022 | -0.175 | — |
| 2021 | 0.036 | — |
| 2020 | 0.043 | — |
| 2019 | 0.088 | — |
| 2018 | -0.042 | — |
| 2017 | 0.011 | — |
| 2016 | 0.010 | — |
| 2015 | 0.008 | — |
| 2014 | 0.084 | — |
| 2013 | 0.022 | — |
| 2012 | 0.091 | — |
| 2011 | -0.018 | — |
| 2010 | 0.019 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.022 | -0.002 | 0.031 | 0.011 |
| 2023 | 0.018 | 0.015 | -0.022 | 0.071 |
| 2022 | -0.058 | -0.087 | -0.036 | -0.005 |
| 2021 | 0.017 | 0.007 | 0.000 | 0.012 |
| 2020 | -0.063 | 0.064 | 0.021 | 0.025 |
| 2019 | 0.044 | 0.024 | 0.023 | -0.005 |
| 2018 | -0.017 | 0.009 | 0.002 | -0.035 |
| 2017 | -0.003 | 0.001 | 0.008 | 0.006 |
| 2016 | 0.002 | 0.008 | 0.010 | -0.010 |
| 2015 | 0.052 | -0.046 | -0.011 | 0.015 |
| 2014 | 0.024 | 0.027 | 0.014 | 0.016 |
| 2013 | 0.003 | -0.010 | 0.016 | 0.013 |
| 2012 | 0.037 | -0.010 | 0.042 | 0.020 |
| 2011 | -0.004 | 0.000 | -0.020 | 0.007 |
| 2010 | 0.018 | -0.016 | 0.023 | -0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | -0.007 |
| 5 years | 0.012 |
| 10 years | 0.002 |