Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 81 |
| 1 month | 0.005 | 0 | 23 |
| 3 months | 0.008 | 0 | 72 |
| 1 year | 0.102 | 0 | 89 |
| 3 years | 0.038 | 0 | 83 |
| 5 years | 0.038 | 0 | 94 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.093 | — |
| 2023 | 0.080 | — |
| 2022 | -0.121 | — |
| 2021 | 0.050 | — |
| 2020 | 0.072 | — |
| 2019 | 0.115 | — |
| 2018 | -0.047 | — |
| 2017 | 0.073 | — |
| 2016 | 0.015 | — |
| 2015 | 0.033 | — |
| 2014 | 0.063 | — |
| 2013 | 0.096 | — |
| 2012 | 0.048 | — |
| 2011 | 0.022 | — |
| 2010 | 0.051 | — |
| 2009 | 0.073 | — |
| 2008 | -0.087 | — |
| 2007 | -0.001 | — |
| 2006 | 0.077 | — |
| 2005 | 0.064 | — |
| 2004 | 0.043 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.029 | 0.001 | 0.054 | 0.006 |
| 2023 | 0.039 | 0.001 | -0.033 | 0.073 |
| 2022 | -0.058 | -0.089 | -0.013 | 0.037 |
| 2021 | -0.010 | 0.032 | 0.001 | 0.027 |
| 2020 | -0.085 | 0.098 | 0.025 | 0.040 |
| 2019 | 0.073 | 0.020 | 0.004 | 0.015 |
| 2018 | -0.002 | 0.005 | -0.001 | -0.050 |
| 2017 | 0.030 | 0.013 | 0.001 | 0.027 |
| 2016 | -0.017 | 0.018 | 0.030 | -0.015 |
| 2015 | 0.052 | -0.017 | -0.020 | 0.020 |
| 2014 | 0.033 | 0.020 | -0.001 | 0.010 |
| 2013 | 0.033 | -0.006 | 0.015 | 0.051 |
| 2012 | 0.026 | -0.008 | 0.014 | 0.014 |
| 2011 | 0.008 | 0.001 | -0.017 | 0.031 |
| 2010 | 0.006 | -0.022 | 0.055 | 0.014 |
| 2009 | -0.021 | 0.057 | 0.038 | -0.001 |
| 2008 | -0.006 | -0.004 | -0.051 | -0.029 |
| 2007 | 0.007 | -0.013 | 0.002 | 0.004 |
| 2006 | 0.024 | -0.034 | 0.042 | 0.045 |
| 2005 | 0.009 | 0.024 | 0.020 | 0.010 |
| 2004 | 0.024 | -0.006 | -0.009 | 0.034 |
| 2003 | 0.038 | 0.018 | 0.033 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.102 |
| 3 years | 0.038 |
| 5 years | 0.038 |
| 10 years | 0.031 |