Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | — |
| 1 month | -0.021 | 0 | — |
| 3 months | 0.006 | 0 | — |
| 1 year | 0.173 | 0 | — |
| 3 years | 0.125 | 0 | — |
| 5 years | 0.128 | 0 | — |
| 10 years | 0.092 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.269 | — |
| 2023 | 0.173 | — |
| 2022 | -0.142 | — |
| 2021 | 0.309 | — |
| 2020 | 0.036 | — |
| 2019 | 0.299 | — |
| 2018 | -0.058 | — |
| 2017 | 0.066 | — |
| 2016 | 0.094 | — |
| 2015 | 0.093 | — |
| 2014 | 0.181 | — |
| 2013 | 0.182 | — |
| 2012 | 0.124 | — |
| 2011 | -0.048 | — |
| 2010 | 0.152 | — |
| 2009 | 0.534 | — |
| 2008 | -0.536 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.112 | 0.035 | 0.013 | 0.089 |
| 2023 | 0.034 | 0.067 | 0.004 | 0.058 |
| 2022 | -0.043 | -0.109 | 0.010 | -0.004 |
| 2021 | 0.073 | 0.076 | 0.034 | 0.096 |
| 2020 | -0.199 | 0.143 | 0.020 | 0.108 |
| 2019 | 0.134 | 0.025 | 0.049 | 0.066 |
| 2018 | -0.044 | 0.072 | 0.051 | -0.124 |
| 2017 | 0.046 | -0.029 | 0.007 | 0.041 |
| 2016 | -0.053 | 0.027 | 0.040 | 0.082 |
| 2015 | 0.147 | -0.039 | -0.090 | 0.091 |
| 2014 | 0.009 | 0.058 | 0.057 | 0.046 |
| 2013 | 0.084 | 0.003 | 0.033 | 0.051 |
| 2012 | 0.072 | -0.011 | 0.066 | -0.005 |
| 2011 | -0.005 | -0.013 | -0.108 | 0.086 |
| 2010 | 0.062 | -0.010 | 0.026 | 0.068 |
| 2009 | -0.132 | 0.502 | 0.133 | 0.038 |
| 2008 | -0.128 | -0.034 | -0.059 | -0.415 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.173 |
| 3 years | 0.125 |
| 5 years | 0.128 |
| 10 years | 0.092 |