Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 9 |
| 1 month | -0.019 | 0 | 42 |
| 3 months | 0.023 | 0 | 9 |
| 1 year | 0.081 | 0 | 13 |
| 3 years | 0.070 | 0 | 4 |
| 5 years | 0.109 | 0 | 7 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.087 | — |
| 2023 | 0.148 | — |
| 2022 | -0.055 | — |
| 2021 | 0.062 | — |
| 2020 | -0.029 | — |
| 2019 | 0.133 | — |
| 2018 | -0.137 | — |
| 2017 | 0.159 | — |
| 2016 | 0.455 | — |
| 2015 | -0.159 | — |
| 2014 | 0.009 | — |
| 2013 | -0.026 | — |
| 2012 | 0.158 | — |
| 2011 | -0.178 | — |
| 2010 | 0.272 | — |
| 2009 | 0.589 | — |
| 2008 | -0.314 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.028 | 0.059 | 0.028 | -0.030 |
| 2023 | 0.042 | 0.027 | 0.023 | 0.049 |
| 2022 | -0.016 | -0.050 | -0.023 | 0.034 |
| 2021 | 0.033 | 0.049 | -0.014 | -0.007 |
| 2020 | -0.257 | 0.138 | -0.027 | 0.180 |
| 2019 | 0.043 | 0.060 | -0.013 | 0.039 |
| 2018 | -0.027 | -0.073 | -0.011 | -0.033 |
| 2017 | 0.088 | -0.024 | 0.033 | 0.057 |
| 2016 | 0.111 | 0.112 | 0.138 | 0.035 |
| 2015 | 0.026 | -0.053 | -0.167 | 0.039 |
| 2014 | -0.022 | 0.077 | -0.011 | -0.031 |
| 2013 | 0.060 | -0.087 | 0.015 | -0.009 |
| 2012 | 0.133 | -0.079 | 0.061 | 0.045 |
| 2011 | -0.046 | 0.008 | -0.174 | 0.035 |
| 2010 | 0.126 | -0.069 | 0.119 | 0.084 |
| 2009 | 0.005 | 0.191 | 0.261 | 0.053 |
| 2008 | -0.072 | -0.010 | -0.141 | -0.131 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.049 |
| 5 years | 0.096 |
| 10 years | 0.047 |