Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | — |
| 1 month | 0.005 | 0 | — |
| 3 months | 0.009 | 0 | — |
| 1 year | 0.073 | 0 | — |
| 3 years | 0.007 | 0 | — |
| 5 years | 0.004 | 0 | — |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.040 | — |
| 2023 | 0.030 | — |
| 2022 | -0.114 | — |
| 2021 | 0.052 | — |
| 2020 | -0.077 | — |
| 2019 | 0.075 | — |
| 2018 | -0.083 | — |
| 2017 | 0.025 | — |
| 2016 | 0.178 | — |
| 2015 | -0.032 | — |
| 2014 | -0.007 | — |
| 2013 | 0.072 | — |
| 2012 | 0.089 | — |
| 2011 | -0.025 | — |
| 2010 | 0.123 | — |
| 2009 | 0.237 | — |
| 2008 | -0.115 | — |
| 2007 | -0.040 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.013 | 0.001 | 0.048 | -0.022 |
| 2023 | 0.012 | -0.019 | -0.011 | 0.049 |
| 2022 | -0.052 | -0.072 | -0.038 | 0.047 |
| 2021 | 0.025 | 0.021 | -0.022 | 0.029 |
| 2020 | -0.222 | 0.102 | 0.015 | 0.060 |
| 2019 | 0.030 | 0.002 | 0.013 | 0.028 |
| 2018 | -0.036 | 0.031 | -0.020 | -0.059 |
| 2017 | 0.020 | -0.013 | 0.020 | -0.002 |
| 2016 | 0.033 | 0.021 | 0.057 | 0.056 |
| 2015 | 0.044 | -0.016 | -0.063 | 0.006 |
| 2014 | 0.008 | -0.007 | -0.005 | -0.002 |
| 2013 | 0.076 | -0.021 | 0.019 | -0.002 |
| 2012 | 0.060 | -0.033 | 0.039 | 0.024 |
| 2011 | -0.002 | 0.012 | -0.057 | 0.023 |
| 2010 | 0.043 | -0.038 | 0.050 | 0.066 |
| 2009 | -0.032 | 0.088 | 0.169 | 0.004 |
| 2008 | -0.059 | -0.028 | -0.026 | -0.007 |
| 2007 | 0.004 | 0.006 | -0.026 | -0.024 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.007 |
| 5 years | 0.004 |
| 10 years | 0.005 |