Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.163 | 0 | 26 |
| 1 month | -0.001 | 0 | 68 |
| 3 months | 0.021 | 0 | 26 |
| 1 year | 0.163 | 0 | 26 |
| 3 years | 0.054 | 0 | 25 |
| 5 years | 0.061 | 0 | 19 |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.163 | — |
| 2023 | 0.108 | — |
| 2022 | -0.093 | — |
| 2021 | 0.116 | — |
| 2020 | 0.029 | — |
| 2019 | 0.216 | — |
| 2018 | -0.074 | — |
| 2017 | 0.094 | — |
| 2016 | 0.073 | — |
| 2015 | 0.148 | — |
| 2014 | 0.111 | — |
| 2013 | 0.132 | — |
| 2012 | 0.124 | — |
| 2011 | -0.109 | — |
| 2010 | 0.237 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.093 | -0.009 | 0.051 | 0.021 |
| 2023 | 0.029 | 0.034 | -0.002 | 0.044 |
| 2022 | -0.031 | -0.085 | -0.019 | 0.043 |
| 2021 | 0.071 | 0.003 | 0.043 | -0.004 |
| 2020 | -0.184 | 0.118 | 0.011 | 0.116 |
| 2019 | 0.104 | 0.012 | 0.048 | 0.039 |
| 2018 | -0.035 | 0.045 | 0.030 | -0.108 |
| 2017 | 0.054 | -0.026 | 0.001 | 0.065 |
| 2016 | -0.084 | 0.036 | 0.071 | 0.056 |
| 2015 | 0.211 | -0.024 | -0.135 | 0.122 |
| 2014 | -0.024 | 0.066 | 0.045 | 0.022 |
| 2013 | 0.128 | -0.029 | 0.036 | -0.003 |
| 2012 | 0.085 | -0.018 | 0.023 | 0.031 |
| 2011 | -0.074 | -0.021 | -0.046 | 0.030 |
| 2010 | 0.126 | -0.022 | -0.002 | 0.126 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.162 |
| 3 years | 0.053 |
| 5 years | 0.061 |
| 10 years | 0.074 |