Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 66 |
| 1 month | 0.041 | 0 | 60 |
| 3 months | 0.077 | 0 | 66 |
| 1 year | 0.082 | 0 | 55 |
| 3 years | 0.013 | 0 | 4 |
| 5 years | 0.157 | 0 | 25 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.058 | — |
| 2023 | 0.021 | — |
| 2022 | 0.091 | — |
| 2021 | 0.235 | — |
| 2020 | 0.048 | — |
| 2019 | 0.105 | — |
| 2018 | -0.134 | — |
| 2017 | 0.079 | — |
| 2016 | 0.138 | — |
| 2015 | -0.274 | — |
| 2014 | -0.155 | — |
| 2013 | -0.140 | — |
| 2012 | 0.011 | — |
| 2011 | -0.061 | — |
| 2010 | 0.214 | — |
| 2009 | 0.324 | — |
| 2008 | -0.397 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.053 | 0.022 | 0.003 | -0.019 |
| 2023 | -0.006 | -0.033 | 0.077 | -0.014 |
| 2022 | 0.221 | -0.087 | -0.084 | 0.067 |
| 2021 | 0.071 | 0.108 | 0.011 | 0.029 |
| 2020 | -0.209 | 0.124 | 0.059 | 0.112 |
| 2019 | 0.073 | 0.007 | -0.022 | 0.045 |
| 2018 | -0.010 | 0.010 | -0.035 | -0.103 |
| 2017 | -0.002 | -0.040 | 0.053 | 0.070 |
| 2016 | 0.028 | 0.104 | -0.011 | 0.015 |
| 2015 | -0.053 | 0.021 | -0.144 | -0.123 |
| 2014 | 0.033 | 0.035 | -0.093 | -0.128 |
| 2013 | -0.032 | -0.118 | 0.041 | -0.032 |
| 2012 | 0.047 | -0.074 | 0.106 | -0.058 |
| 2011 | 0.058 | -0.038 | -0.100 | 0.025 |
| 2010 | 0.001 | -0.054 | 0.128 | 0.136 |
| 2009 | -0.021 | 0.144 | 0.063 | 0.112 |
| 2008 | 0.090 | 0.120 | -0.246 | -0.345 |
| 2007 | 0.043 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | -0.004 |
| 5 years | 0.145 |
| 10 years | 0.035 |