Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.130 | 0 | 95 |
| 1 month | -0.097 | 0 | 84 |
| 3 months | -0.130 | 0 | 95 |
| 1 year | -0.069 | 0 | 95 |
| 3 years | -0.037 | 0 | 71 |
| 5 years | 0.016 | 0 | 63 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.169 | — |
| 2023 | -0.024 | — |
| 2022 | -0.170 | — |
| 2021 | -0.027 | — |
| 2020 | 0.198 | — |
| 2019 | 0.321 | — |
| 2018 | -0.129 | — |
| 2017 | 0.332 | — |
| 2016 | 0.097 | — |
| 2015 | 0.088 | — |
| 2014 | 0.168 | — |
| 2013 | 0.076 | — |
| 2012 | 0.207 | — |
| 2011 | -0.170 | — |
| 2010 | 0.192 | — |
| 2009 | 0.549 | — |
| 2008 | -0.465 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.093 | 0.047 | 0.013 | 0.009 |
| 2023 | 0.044 | -0.064 | -0.012 | 0.012 |
| 2022 | -0.078 | 0.021 | -0.154 | 0.043 |
| 2021 | 0.110 | -0.014 | -0.112 | 0.002 |
| 2020 | -0.111 | 0.157 | 0.087 | 0.071 |
| 2019 | 0.200 | -0.030 | 0.004 | 0.131 |
| 2018 | 0.010 | 0.011 | -0.055 | -0.097 |
| 2017 | 0.126 | 0.043 | 0.071 | 0.059 |
| 2016 | -0.049 | 0.041 | 0.135 | -0.024 |
| 2015 | 0.205 | 0.020 | -0.181 | 0.081 |
| 2014 | -0.036 | 0.075 | 0.058 | 0.065 |
| 2013 | 0.028 | -0.037 | 0.060 | 0.026 |
| 2012 | 0.098 | -0.018 | 0.062 | 0.055 |
| 2011 | -0.061 | -0.018 | -0.178 | 0.095 |
| 2010 | 0.047 | 0.027 | 0.027 | 0.080 |
| 2009 | 0.059 | 0.232 | 0.091 | 0.088 |
| 2008 | -0.188 | -0.046 | -0.184 | -0.155 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.069 |
| 3 years | -0.037 |
| 5 years | 0.016 |
| 10 years | 0.039 |