Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.121 | 0 | 77 |
| 1 month | 0.054 | 0 | 16 |
| 3 months | -0.121 | 0 | 77 |
| 1 year | -0.015 | 0 | 91 |
| 3 years | 0.068 | 0 | 55 |
| 5 years | 0.185 | 0 | 62 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.162 | — |
| 2023 | 0.156 | — |
| 2022 | -0.058 | — |
| 2021 | 0.441 | — |
| 2020 | 0.115 | — |
| 2019 | 0.013 | — |
| 2018 | 0.010 | — |
| 2017 | 0.146 | — |
| 2016 | 0.031 | — |
| 2015 | 0.118 | — |
| 2014 | 0.620 | — |
| 2013 | -0.003 | — |
| 2012 | 0.273 | — |
| 2011 | -0.204 | — |
| 2010 | 0.414 | — |
| 2009 | 0.997 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.037 | 0.159 | 0.003 | -0.036 |
| 2023 | -0.027 | 0.140 | 0.042 | 0.000 |
| 2022 | -0.087 | -0.008 | 0.160 | -0.103 |
| 2021 | 0.142 | 0.055 | 0.133 | 0.055 |
| 2020 | -0.237 | 0.129 | 0.131 | 0.144 |
| 2019 | 0.026 | -0.016 | 0.021 | -0.016 |
| 2018 | -0.054 | 0.083 | -0.046 | 0.034 |
| 2017 | 0.094 | -0.019 | -0.030 | 0.100 |
| 2016 | -0.095 | 0.096 | 0.045 | -0.005 |
| 2015 | 0.206 | -0.069 | -0.012 | 0.008 |
| 2014 | 0.068 | 0.170 | 0.216 | 0.066 |
| 2013 | 0.019 | -0.067 | -0.043 | 0.096 |
| 2012 | 0.149 | -0.044 | 0.162 | -0.003 |
| 2011 | -0.096 | 0.029 | -0.070 | -0.081 |
| 2010 | 0.131 | 0.131 | 0.074 | 0.029 |
| 2009 | 0.044 | 0.456 | 0.169 | 0.123 |
| 2008 | 0.012 | -0.262 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.068 |
| 5 years | 0.185 |
| 10 years | 0.072 |