Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0 | 69 |
| 1 month | 0.027 | 0 | 11 |
| 3 months | 0.084 | 0 | 69 |
| 1 year | 0.205 | 0 | 75 |
| 3 years | 0.027 | 0 | 17 |
| 5 years | 0.028 | 0 | 11 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.121 | — |
| 2023 | -0.079 | — |
| 2022 | -0.034 | — |
| 2021 | -0.022 | — |
| 2020 | -0.036 | — |
| 2019 | 0.131 | — |
| 2018 | -0.105 | — |
| 2017 | 0.304 | — |
| 2016 | 0.053 | — |
| 2015 | 0.060 | — |
| 2014 | 0.172 | — |
| 2013 | 0.136 | — |
| 2012 | 0.096 | — |
| 2011 | -0.194 | — |
| 2010 | -0.035 | — |
| 2009 | 0.631 | — |
| 2008 | -0.483 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.008 | 0.035 | 0.099 | -0.023 |
| 2023 | 0.078 | -0.052 | -0.031 | -0.070 |
| 2022 | -0.002 | 0.066 | -0.142 | 0.058 |
| 2021 | 0.101 | -0.023 | -0.043 | -0.050 |
| 2020 | -0.112 | 0.020 | 0.012 | 0.052 |
| 2019 | 0.139 | -0.045 | -0.042 | 0.085 |
| 2018 | 0.003 | 0.005 | -0.012 | -0.102 |
| 2017 | 0.082 | 0.062 | 0.077 | 0.053 |
| 2016 | -0.094 | 0.011 | 0.141 | 0.007 |
| 2015 | 0.116 | 0.093 | -0.186 | 0.067 |
| 2014 | -0.067 | 0.022 | 0.044 | 0.178 |
| 2013 | -0.007 | -0.042 | 0.120 | 0.066 |
| 2012 | 0.062 | -0.049 | -0.014 | 0.100 |
| 2011 | -0.012 | -0.024 | -0.190 | 0.031 |
| 2010 | -0.019 | -0.053 | 0.075 | -0.034 |
| 2009 | 0.105 | 0.248 | 0.063 | 0.113 |
| 2008 | -0.252 | -0.044 | -0.208 | -0.088 |
| 2007 | 0.333 | -0.059 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.142 |
| 3 years | 0.009 |
| 5 years | 0.017 |
| 10 years | 0.025 |