Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | 90 |
| 1 month | -0.025 | 0 | 73 |
| 3 months | 0.044 | 0 | 90 |
| 1 year | 0.138 | 0 | 19 |
| 3 years | 0.100 | 0 | 21 |
| 5 years | 0.135 | 0 | 35 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.153 | — |
| 2023 | 0.144 | — |
| 2022 | -0.071 | — |
| 2021 | 0.241 | — |
| 2020 | -0.064 | — |
| 2019 | 0.255 | — |
| 2018 | -0.101 | — |
| 2017 | 0.065 | — |
| 2016 | 0.010 | — |
| 2015 | 0.089 | — |
| 2014 | 0.089 | — |
| 2013 | 0.170 | — |
| 2012 | 0.118 | — |
| 2011 | -0.006 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.057 | 0.023 | 0.076 | -0.009 |
| 2023 | 0.040 | 0.026 | 0.011 | 0.060 |
| 2022 | -0.038 | -0.067 | -0.038 | 0.076 |
| 2021 | 0.086 | 0.032 | 0.015 | 0.092 |
| 2020 | -0.211 | 0.116 | -0.013 | 0.075 |
| 2019 | 0.121 | 0.023 | 0.041 | 0.051 |
| 2018 | -0.057 | 0.041 | 0.020 | -0.102 |
| 2017 | 0.053 | 0.005 | 0.001 | 0.006 |
| 2016 | -0.046 | 0.019 | 0.012 | 0.026 |
| 2015 | 0.151 | -0.048 | -0.051 | 0.047 |
| 2014 | 0.026 | 0.052 | 0.008 | 0.001 |
| 2013 | 0.091 | -0.025 | 0.047 | 0.051 |
| 2012 | 0.048 | 0.020 | 0.039 | 0.006 |
| 2011 | -0.003 | 0.010 | -0.086 | 0.079 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.080 |
| 5 years | 0.123 |
| 10 years | 0.049 |