Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 20 |
| 1 month | -0.030 | 0 | 36 |
| 3 months | -0.003 | 0 | 20 |
| 1 year | 0.088 | 0 | 24 |
| 3 years | 0.021 | 0 | 44 |
| 5 years | 0.083 | 0 | 37 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.128 | — |
| 2023 | 0.050 | — |
| 2022 | -0.133 | — |
| 2021 | 0.057 | — |
| 2020 | 0.054 | — |
| 2019 | 0.204 | — |
| 2018 | -0.102 | — |
| 2017 | 0.185 | — |
| 2016 | 0.196 | — |
| 2015 | -0.090 | — |
| 2014 | 0.111 | — |
| 2013 | -0.059 | — |
| 2012 | 0.163 | — |
| 2011 | -0.169 | — |
| 2010 | 0.255 | — |
| 2009 | 0.697 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.034 | 0.054 | 0.045 | -0.010 |
| 2023 | 0.018 | 0.012 | -0.011 | 0.030 |
| 2022 | -0.037 | -0.050 | -0.073 | 0.022 |
| 2021 | 0.090 | 0.041 | -0.063 | -0.005 |
| 2020 | -0.234 | 0.142 | 0.041 | 0.158 |
| 2019 | 0.122 | -0.006 | 0.002 | 0.078 |
| 2018 | -0.025 | -0.018 | -0.016 | -0.047 |
| 2017 | 0.105 | -0.008 | 0.027 | 0.053 |
| 2016 | 0.019 | 0.048 | 0.087 | 0.031 |
| 2015 | 0.131 | -0.033 | -0.202 | 0.043 |
| 2014 | -0.002 | 0.093 | 0.038 | -0.019 |
| 2013 | 0.012 | -0.095 | 0.027 | 0.000 |
| 2012 | 0.124 | -0.055 | 0.065 | 0.029 |
| 2011 | -0.043 | -0.035 | -0.158 | 0.070 |
| 2010 | 0.077 | 0.008 | 0.050 | 0.101 |
| 2009 | 0.066 | 0.246 | 0.155 | 0.105 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.008 |
| 5 years | 0.074 |
| 10 years | 0.031 |