Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.076 | 0 | 58 |
| 1 month | -0.042 | 0 | 57 |
| 3 months | -0.076 | 0 | 58 |
| 1 year | -0.032 | 0 | 52 |
| 3 years | 0.010 | 0 | 5 |
| 5 years | 0.159 | 0 | 1 |
| 10 years | 0.077 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.045 | — |
| 2023 | 0.103 | — |
| 2022 | -0.083 | — |
| 2021 | 0.345 | — |
| 2020 | -0.001 | — |
| 2019 | 0.263 | — |
| 2018 | -0.123 | — |
| 2017 | 0.220 | — |
| 2016 | 0.084 | — |
| 2015 | 0.168 | — |
| 2014 | 0.021 | — |
| 2013 | 0.502 | — |
| 2012 | 0.421 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.002 | 0.077 | 0.005 | -0.033 |
| 2023 | 0.032 | -0.024 | 0.018 | 0.075 |
| 2022 | -0.052 | -0.093 | -0.065 | 0.141 |
| 2021 | 0.136 | 0.114 | 0.061 | 0.002 |
| 2020 | -0.372 | 0.192 | 0.033 | 0.292 |
| 2019 | 0.071 | 0.048 | 0.011 | 0.113 |
| 2018 | -0.035 | 0.066 | -0.011 | -0.138 |
| 2017 | 0.074 | 0.065 | 0.013 | 0.052 |
| 2016 | -0.015 | -0.053 | 0.097 | 0.060 |
| 2015 | 0.067 | 0.059 | -0.028 | 0.064 |
| 2014 | 0.028 | -0.007 | -0.007 | 0.007 |
| 2013 | 0.164 | 0.072 | 0.104 | 0.091 |
| 2012 | 0.210 | -0.077 | 0.167 | 0.090 |
| 2011 | 0.013 | -0.126 | 0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.032 |
| 3 years | 0.010 |
| 5 years | 0.159 |
| 10 years | 0.077 |