Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | -0.020 | 0 | — |
| 1 year | 0.006 | 0 | — |
| 3 years | 0.084 | 0 | — |
| 5 years | 0.113 | 0 | — |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.031 | — |
| 2023 | 0.200 | — |
| 2022 | -0.107 | — |
| 2021 | 0.240 | — |
| 2020 | 0.036 | — |
| 2019 | 0.288 | — |
| 2018 | -0.110 | — |
| 2017 | 0.070 | — |
| 2016 | -0.015 | — |
| 2015 | 0.134 | — |
| 2014 | 0.091 | — |
| 2013 | 0.242 | — |
| 2012 | 0.217 | — |
| 2011 | -0.084 | — |
| 2010 | 0.068 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.080 | 0.003 | -0.017 | -0.032 |
| 2023 | 0.083 | 0.029 | -0.015 | 0.093 |
| 2022 | -0.091 | -0.097 | -0.032 | 0.123 |
| 2021 | 0.091 | 0.064 | 0.002 | 0.066 |
| 2020 | -0.196 | 0.158 | 0.018 | 0.093 |
| 2019 | 0.120 | 0.043 | 0.035 | 0.065 |
| 2018 | -0.031 | 0.029 | 0.023 | -0.128 |
| 2017 | 0.053 | 0.021 | 0.014 | -0.018 |
| 2016 | -0.091 | 0.006 | 0.024 | 0.052 |
| 2015 | 0.195 | -0.031 | -0.068 | 0.052 |
| 2014 | 0.046 | 0.024 | 0.021 | -0.003 |
| 2013 | 0.085 | -0.007 | 0.074 | 0.074 |
| 2012 | 0.081 | -0.030 | 0.101 | 0.054 |
| 2011 | 0.004 | 0.018 | -0.176 | 0.087 |
| 2010 | 0.008 | -0.056 | 0.057 | 0.063 |
| 2009 | 0.043 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.084 |
| 5 years | 0.113 |
| 10 years | 0.056 |