Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 39 |
| 1 month | 0.055 | 0 | 37 |
| 3 months | -0.009 | 0 | 39 |
| 1 year | 0.070 | 0 | 35 |
| 3 years | 0.103 | 0 | 48 |
| 5 years | 0.198 | 0 | 29 |
| 10 years | 0.114 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.104 | — |
| 2023 | 0.186 | — |
| 2022 | 0.034 | — |
| 2021 | 0.235 | — |
| 2020 | 0.190 | — |
| 2019 | 0.102 | — |
| 2018 | 0.030 | — |
| 2017 | 0.290 | — |
| 2016 | 0.040 | — |
| 2015 | 0.010 | — |
| 2014 | 0.265 | — |
| 2013 | 0.082 | — |
| 2012 | 0.220 | — |
| 2011 | -0.162 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.023 | 0.085 | 0.067 | -0.067 |
| 2023 | -0.024 | 0.088 | 0.031 | 0.083 |
| 2022 | 0.000 | -0.079 | 0.080 | 0.039 |
| 2021 | 0.052 | 0.064 | 0.105 | -0.002 |
| 2020 | -0.202 | 0.167 | 0.073 | 0.190 |
| 2019 | 0.050 | 0.005 | 0.008 | 0.037 |
| 2018 | -0.033 | 0.039 | 0.024 | 0.001 |
| 2017 | 0.113 | 0.039 | 0.034 | 0.079 |
| 2016 | -0.022 | 0.062 | 0.048 | -0.045 |
| 2015 | 0.029 | -0.001 | -0.022 | 0.004 |
| 2014 | 0.055 | 0.112 | 0.045 | 0.032 |
| 2013 | -0.020 | 0.029 | -0.005 | 0.079 |
| 2012 | 0.092 | 0.010 | 0.069 | 0.035 |
| 2011 | -0.051 | -0.002 | -0.086 | -0.031 |
| 2010 | 0.025 | 0.085 | 0.024 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.103 |
| 5 years | 0.198 |
| 10 years | 0.114 |