Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 83 |
| 1 month | -0.062 | 0 | 95 |
| 3 months | 0.019 | 0 | 83 |
| 1 year | 0.034 | 0 | 60 |
| 3 years | 0.068 | 0 | 48 |
| 5 years | 0.131 | 0 | 34 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.107 | — |
| 2023 | 0.187 | — |
| 2022 | -0.183 | — |
| 2021 | 0.295 | — |
| 2020 | 0.073 | — |
| 2019 | 0.324 | — |
| 2018 | -0.149 | — |
| 2017 | 0.102 | — |
| 2016 | -0.028 | — |
| 2015 | 0.129 | — |
| 2014 | 0.057 | — |
| 2013 | 0.257 | — |
| 2012 | 0.178 | — |
| 2011 | -0.072 | — |
| 2010 | 0.268 | — |
| 2009 | 0.330 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.091 | 0.016 | 0.010 | -0.012 |
| 2023 | 0.108 | 0.036 | -0.040 | 0.077 |
| 2022 | -0.102 | -0.134 | -0.040 | 0.094 |
| 2021 | 0.084 | 0.068 | 0.017 | 0.100 |
| 2020 | -0.179 | 0.140 | 0.036 | 0.107 |
| 2019 | 0.151 | 0.061 | 0.006 | 0.078 |
| 2018 | -0.029 | 0.041 | 0.008 | -0.164 |
| 2017 | 0.055 | 0.011 | 0.036 | -0.002 |
| 2016 | -0.074 | -0.022 | 0.037 | 0.036 |
| 2015 | 0.179 | -0.019 | -0.069 | 0.049 |
| 2014 | 0.015 | -0.001 | 0.007 | 0.035 |
| 2013 | 0.073 | 0.009 | 0.067 | 0.088 |
| 2012 | 0.091 | -0.039 | 0.077 | 0.043 |
| 2011 | -0.012 | 0.010 | -0.150 | 0.094 |
| 2010 | 0.067 | -0.005 | 0.081 | 0.106 |
| 2009 | -0.038 | 0.146 | 0.147 | 0.052 |
| 2008 | -0.029 | -0.193 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.068 |
| 5 years | 0.131 |
| 10 years | 0.058 |