Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 63 |
| 1 month | -0.029 | 0 | 57 |
| 3 months | -0.029 | 0 | 63 |
| 1 year | 0.014 | 0 | 80 |
| 3 years | 0.010 | 0 | 72 |
| 5 years | 0.072 | 0 | 65 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.053 | — |
| 2023 | 0.027 | — |
| 2022 | 0.013 | — |
| 2021 | 0.035 | — |
| 2020 | 0.052 | — |
| 2019 | 0.087 | — |
| 2018 | -0.054 | — |
| 2017 | 0.144 | — |
| 2016 | 0.275 | — |
| 2015 | -0.021 | — |
| 2014 | 0.097 | — |
| 2013 | -0.013 | — |
| 2012 | 0.220 | — |
| 2011 | -0.072 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.008 | 0.049 | 0.004 | -0.007 |
| 2023 | 0.014 | -0.025 | 0.003 | 0.037 |
| 2022 | 0.034 | -0.046 | -0.012 | 0.039 |
| 2021 | 0.029 | -0.003 | -0.023 | 0.032 |
| 2020 | -0.180 | 0.157 | 0.012 | 0.095 |
| 2019 | 0.069 | 0.044 | -0.013 | -0.013 |
| 2018 | -0.034 | 0.028 | 0.011 | -0.059 |
| 2017 | 0.085 | 0.002 | 0.010 | 0.043 |
| 2016 | 0.060 | 0.066 | 0.114 | 0.014 |
| 2015 | 0.060 | -0.058 | -0.087 | 0.073 |
| 2014 | 0.022 | 0.029 | 0.019 | 0.024 |
| 2013 | 0.100 | -0.057 | -0.018 | -0.031 |
| 2012 | 0.101 | -0.020 | 0.073 | 0.055 |
| 2011 | -0.036 | 0.028 | -0.134 | 0.082 |
| 2010 | 0.088 | 0.102 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.010 |
| 5 years | 0.072 |
| 10 years | 0.048 |