Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 96 |
| 1 month | -0.031 | 0 | 88 |
| 3 months | -0.026 | 0 | 96 |
| 1 year | -0.003 | 0 | 98 |
| 3 years | -0.010 | 0 | 95 |
| 5 years | 0.023 | 0 | 61 |
| 10 years | 0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.057 | — |
| 2023 | 0.051 | — |
| 2022 | -0.149 | — |
| 2021 | 0.049 | — |
| 2020 | 0.096 | — |
| 2019 | 0.093 | — |
| 2018 | -0.073 | — |
| 2017 | 0.047 | — |
| 2016 | -0.025 | — |
| 2015 | 0.025 | — |
| 2014 | 0.083 | — |
| 2013 | 0.047 | — |
| 2012 | 0.062 | — |
| 2011 | -0.059 | — |
| 2010 | 0.053 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.033 | 0.007 | 0.008 | 0.008 |
| 2023 | 0.013 | 0.011 | -0.017 | 0.044 |
| 2022 | -0.052 | -0.081 | -0.010 | -0.013 |
| 2021 | 0.015 | 0.024 | -0.006 | 0.016 |
| 2020 | -0.054 | 0.075 | 0.036 | 0.041 |
| 2019 | 0.062 | 0.010 | 0.001 | 0.018 |
| 2018 | -0.015 | 0.007 | 0.009 | -0.074 |
| 2017 | 0.021 | 0.001 | 0.010 | 0.014 |
| 2016 | -0.041 | 0.000 | 0.009 | 0.008 |
| 2015 | 0.076 | -0.026 | -0.047 | 0.027 |
| 2014 | 0.013 | 0.013 | 0.032 | 0.022 |
| 2013 | 0.027 | -0.022 | 0.011 | 0.031 |
| 2012 | 0.035 | -0.004 | 0.025 | 0.005 |
| 2011 | -0.012 | -0.019 | -0.048 | 0.020 |
| 2010 | 0.034 | -0.007 | 0.002 | 0.024 |
| 2009 | 0.046 | 0.022 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | -0.020 |
| 5 years | 0.017 |
| 10 years | 0.001 |