Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.070 | 0 | 66 |
| 1 month | -0.029 | 0 | 86 |
| 3 months | 0.070 | 0 | 66 |
| 1 year | 0.071 | 0 | 76 |
| 3 years | 0.099 | 0 | 71 |
| 5 years | 0.150 | 0 | 72 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.081 | — |
| 2023 | 0.218 | — |
| 2022 | -0.169 | — |
| 2021 | 0.308 | — |
| 2020 | -0.028 | — |
| 2019 | 0.229 | — |
| 2018 | -0.163 | — |
| 2017 | 0.169 | — |
| 2016 | -0.022 | — |
| 2015 | 0.100 | — |
| 2014 | 0.031 | — |
| 2013 | 0.165 | — |
| 2012 | 0.165 | — |
| 2011 | -0.130 | — |
| 2010 | 0.138 | — |
| 2009 | 0.277 | — |
| 2008 | -0.399 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.081 | -0.013 | 0.022 | -0.008 |
| 2023 | 0.131 | 0.035 | -0.045 | 0.089 |
| 2022 | -0.118 | -0.127 | -0.046 | 0.130 |
| 2021 | 0.099 | 0.065 | 0.038 | 0.076 |
| 2020 | -0.260 | 0.133 | 0.028 | 0.127 |
| 2019 | 0.138 | 0.009 | 0.009 | 0.060 |
| 2018 | 0.001 | -0.001 | -0.020 | -0.146 |
| 2017 | 0.074 | 0.032 | 0.082 | -0.026 |
| 2016 | -0.083 | -0.059 | 0.006 | 0.127 |
| 2015 | 0.166 | -0.027 | -0.092 | 0.069 |
| 2014 | 0.025 | 0.007 | -0.012 | 0.012 |
| 2013 | 0.053 | -0.013 | 0.067 | 0.051 |
| 2012 | 0.079 | -0.026 | 0.080 | 0.027 |
| 2011 | -0.010 | -0.004 | -0.165 | 0.056 |
| 2010 | 0.044 | -0.054 | 0.068 | 0.079 |
| 2009 | -0.082 | 0.163 | 0.152 | 0.038 |
| 2008 | -0.133 | -0.041 | -0.131 | -0.168 |
| 2007 | -0.008 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.088 |
| 5 years | 0.143 |
| 10 years | 0.048 |