Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 55 |
| 1 month | -0.051 | 0 | 90 |
| 3 months | -0.017 | 0 | 55 |
| 1 year | 0.019 | 0 | 69 |
| 3 years | 0.020 | 0 | 49 |
| 5 years | 0.035 | 0 | 81 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.094 | — |
| 2023 | 0.106 | — |
| 2022 | -0.167 | — |
| 2021 | 0.104 | — |
| 2020 | 0.036 | — |
| 2019 | 0.105 | — |
| 2018 | -0.002 | — |
| 2017 | 0.035 | — |
| 2016 | 0.060 | — |
| 2015 | 0.072 | — |
| 2014 | 0.114 | — |
| 2013 | 0.068 | — |
| 2012 | 0.167 | — |
| 2011 | 0.147 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.056 | 0.018 | 0.014 | 0.004 |
| 2023 | 0.036 | 0.015 | -0.023 | 0.077 |
| 2022 | -0.066 | -0.065 | -0.042 | -0.005 |
| 2021 | 0.011 | 0.037 | 0.013 | 0.040 |
| 2020 | -0.047 | 0.051 | 0.017 | 0.017 |
| 2019 | 0.060 | 0.018 | 0.025 | -0.001 |
| 2018 | -0.017 | 0.035 | 0.011 | -0.030 |
| 2017 | 0.023 | -0.020 | 0.016 | 0.016 |
| 2016 | 0.008 | 0.016 | 0.037 | -0.002 |
| 2015 | 0.109 | -0.050 | -0.018 | 0.037 |
| 2014 | 0.001 | 0.044 | 0.013 | 0.052 |
| 2013 | 0.042 | -0.015 | 0.013 | 0.027 |
| 2012 | 0.031 | 0.027 | 0.058 | 0.041 |
| 2011 | 0.044 | 0.051 | -0.040 | 0.090 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.013 |
| 5 years | 0.031 |
| 10 years | 0.026 |