Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 9 |
| 1 month | -0.014 | 0 | 26 |
| 3 months | 0.011 | 0 | 9 |
| 1 year | 0.055 | 0 | 6 |
| 3 years | 0.025 | 0 | 17 |
| 5 years | 0.029 | 0 | 43 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.070 | — |
| 2023 | 0.068 | — |
| 2022 | -0.101 | — |
| 2021 | 0.042 | — |
| 2020 | -0.017 | — |
| 2019 | 0.128 | — |
| 2018 | -0.054 | — |
| 2017 | 0.026 | — |
| 2016 | 0.054 | — |
| 2015 | 0.037 | — |
| 2014 | 0.096 | — |
| 2013 | 0.014 | — |
| 2012 | 0.058 | — |
| 2011 | 0.021 | — |
| 2010 | 0.070 | — |
| 2009 | 0.117 | — |
| 2008 | -0.103 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.025 | 0.008 | 0.033 | 0.003 |
| 2023 | 0.017 | 0.008 | -0.005 | 0.047 |
| 2022 | -0.035 | -0.061 | -0.016 | 0.007 |
| 2021 | -0.008 | 0.035 | -0.005 | 0.020 |
| 2020 | -0.079 | 0.051 | 0.012 | 0.003 |
| 2019 | 0.059 | 0.018 | 0.030 | 0.016 |
| 2018 | -0.025 | 0.016 | -0.007 | -0.039 |
| 2017 | 0.022 | -0.002 | -0.002 | 0.008 |
| 2016 | 0.015 | 0.016 | 0.022 | 0.000 |
| 2015 | 0.068 | -0.035 | -0.031 | 0.038 |
| 2014 | 0.022 | 0.028 | 0.017 | 0.025 |
| 2013 | 0.031 | -0.040 | 0.021 | 0.004 |
| 2012 | 0.023 | -0.005 | 0.046 | -0.007 |
| 2011 | -0.015 | 0.004 | 0.008 | 0.023 |
| 2010 | 0.029 | 0.015 | -0.006 | 0.031 |
| 2009 | 0.018 | 0.040 | 0.032 | 0.023 |
| 2008 | -0.013 | -0.002 | -0.048 | -0.044 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.014 |
| 5 years | 0.023 |
| 10 years | 0.015 |