Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 2 |
| 1 month | 0.018 | 0 | 1 |
| 3 months | 0.040 | 0 | 2 |
| 1 year | 0.071 | 0 | 4 |
| 3 years | 0.018 | 0 | 64 |
| 5 years | 0.074 | 0 | 15 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.029 | — |
| 2023 | 0.046 | — |
| 2022 | -0.072 | — |
| 2021 | 0.112 | — |
| 2020 | -0.017 | — |
| 2019 | 0.117 | — |
| 2018 | -0.034 | — |
| 2017 | 0.083 | — |
| 2016 | 0.069 | — |
| 2015 | 0.050 | — |
| 2014 | 0.073 | — |
| 2013 | 0.163 | — |
| 2012 | 0.165 | — |
| 2011 | -0.021 | — |
| 2010 | 0.098 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.001 | 0.014 | 0.043 | -0.026 |
| 2023 | -0.003 | -0.010 | 0.005 | 0.055 |
| 2022 | -0.015 | -0.042 | -0.058 | 0.045 |
| 2021 | 0.026 | 0.041 | 0.022 | 0.019 |
| 2020 | -0.203 | 0.115 | 0.005 | 0.101 |
| 2019 | 0.050 | 0.020 | 0.003 | 0.040 |
| 2018 | -0.030 | 0.036 | 0.010 | -0.049 |
| 2017 | 0.037 | 0.023 | 0.002 | 0.018 |
| 2016 | -0.002 | -0.007 | 0.068 | 0.011 |
| 2015 | 0.049 | 0.001 | -0.028 | 0.029 |
| 2014 | 0.007 | 0.028 | 0.018 | 0.018 |
| 2013 | 0.076 | 0.005 | 0.041 | 0.034 |
| 2012 | 0.062 | -0.007 | 0.060 | 0.041 |
| 2011 | 0.014 | 0.013 | -0.070 | 0.025 |
| 2010 | 0.044 | -0.042 | 0.068 | 0.029 |
| 2009 | 0.120 | 0.157 | 0.035 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.018 |
| 5 years | 0.074 |
| 10 years | 0.036 |