Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 14 |
| 1 month | 0.006 | 0 | 18 |
| 3 months | 0.049 | 0 | 7 |
| 1 year | 0.198 | 0 | 14 |
| 3 years | 0.102 | 0 | 26 |
| 5 years | 0.098 | 0 | 46 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.202 | — |
| 2023 | 0.096 | — |
| 2022 | -0.091 | — |
| 2021 | 0.072 | — |
| 2020 | 0.125 | — |
| 2019 | 0.065 | — |
| 2018 | 0.026 | — |
| 2017 | 0.012 | — |
| 2016 | -0.006 | — |
| 2015 | 0.153 | — |
| 2014 | 0.078 | — |
| 2013 | 0.304 | — |
| 2012 | 0.072 | — |
| 2011 | 0.026 | — |
| 2010 | 0.030 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.075 | 0.010 | 0.073 | 0.031 |
| 2023 | 0.049 | 0.021 | -0.037 | 0.062 |
| 2022 | -0.077 | -0.079 | -0.011 | 0.081 |
| 2021 | -0.002 | 0.029 | -0.003 | 0.048 |
| 2020 | -0.059 | 0.069 | 0.081 | 0.035 |
| 2019 | 0.038 | -0.009 | 0.017 | 0.018 |
| 2018 | 0.001 | 0.014 | 0.029 | -0.017 |
| 2017 | 0.036 | -0.001 | -0.048 | 0.027 |
| 2016 | -0.015 | -0.008 | 0.026 | -0.009 |
| 2015 | 0.095 | -0.027 | 0.025 | 0.056 |
| 2014 | 0.018 | -0.006 | -0.001 | 0.066 |
| 2013 | 0.094 | 0.050 | 0.049 | 0.082 |
| 2012 | 0.068 | -0.011 | -0.016 | 0.032 |
| 2011 | -0.014 | 0.053 | -0.036 | 0.025 |
| 2010 | -0.008 | -0.043 | 0.068 | 0.016 |
| 2009 | 0.033 | 0.034 | 0.034 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.198 |
| 3 years | 0.102 |
| 5 years | 0.098 |
| 10 years | 0.058 |