Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.095 | 0 | 22 |
| 1 month | -0.035 | 0 | 77 |
| 3 months | 0.095 | 0 | 22 |
| 1 year | 0.397 | 0 | 16 |
| 3 years | 0.010 | 0 | 29 |
| 5 years | 0.006 | 0 | 57 |
| 10 years | 0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.245 | — |
| 2023 | -0.186 | — |
| 2022 | -0.160 | — |
| 2021 | -0.131 | — |
| 2020 | 0.151 | — |
| 2019 | 0.205 | — |
| 2018 | -0.151 | — |
| 2017 | 0.266 | — |
| 2016 | 0.022 | — |
| 2015 | 0.004 | — |
| 2014 | 0.164 | — |
| 2013 | -0.005 | — |
| 2012 | 0.189 | — |
| 2011 | -0.238 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.024 | 0.071 | 0.171 | 0.016 |
| 2023 | 0.008 | -0.110 | -0.009 | -0.084 |
| 2022 | -0.094 | 0.085 | -0.172 | 0.033 |
| 2021 | 0.058 | 0.012 | -0.147 | -0.048 |
| 2020 | -0.095 | 0.095 | 0.064 | 0.091 |
| 2019 | 0.194 | -0.061 | -0.012 | 0.088 |
| 2018 | -0.019 | 0.026 | -0.063 | -0.099 |
| 2017 | 0.104 | 0.014 | 0.083 | 0.044 |
| 2016 | -0.097 | 0.014 | 0.120 | -0.004 |
| 2015 | 0.196 | 0.023 | -0.225 | 0.060 |
| 2014 | -0.074 | 0.061 | 0.087 | 0.091 |
| 2013 | 0.007 | -0.096 | 0.076 | 0.016 |
| 2012 | 0.071 | -0.026 | 0.033 | 0.103 |
| 2011 | -0.029 | -0.063 | -0.260 | 0.132 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.344 |
| 3 years | -0.003 |
| 5 years | -0.002 |
| 10 years | 0.000 |