Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | 91 |
| 1 month | -0.059 | 0 | 98 |
| 3 months | 0.030 | 0 | 91 |
| 1 year | 0.026 | 0 | 88 |
| 3 years | 0.054 | 0 | 78 |
| 5 years | 0.109 | 0 | 75 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.091 | — |
| 2023 | 0.128 | — |
| 2022 | -0.168 | — |
| 2021 | 0.188 | — |
| 2020 | 0.042 | — |
| 2019 | 0.222 | — |
| 2018 | -0.199 | — |
| 2017 | 0.122 | — |
| 2016 | 0.027 | — |
| 2015 | 0.093 | — |
| 2014 | 0.011 | — |
| 2013 | 0.222 | — |
| 2012 | 0.242 | — |
| 2011 | -0.134 | — |
| 2010 | 0.114 | — |
| 2009 | 0.247 | — |
| 2008 | -0.415 | — |
| 2007 | 0.158 | — |
| 2006 | 0.181 | — |
| 2005 | 0.229 | — |
| 2004 | 0.057 | — |
| 2003 | 0.302 | — |
| 2002 | -0.399 | — |
| 2001 | -0.202 | — |
| 2000 | -0.039 | — |
| 1999 | 0.318 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.096 | 0.015 | 0.031 | -0.048 |
| 2023 | 0.091 | 0.003 | -0.029 | 0.063 |
| 2022 | -0.099 | -0.127 | -0.028 | 0.088 |
| 2021 | 0.084 | 0.026 | 0.006 | 0.061 |
| 2020 | -0.220 | 0.204 | 0.033 | 0.074 |
| 2019 | 0.094 | 0.051 | -0.011 | 0.075 |
| 2018 | -0.063 | 0.002 | -0.011 | -0.136 |
| 2017 | 0.074 | -0.002 | 0.044 | 0.003 |
| 2016 | -0.080 | -0.030 | 0.071 | 0.074 |
| 2015 | 0.199 | -0.071 | -0.100 | 0.090 |
| 2014 | 0.001 | 0.021 | -0.020 | 0.010 |
| 2013 | 0.032 | 0.012 | 0.073 | 0.090 |
| 2012 | 0.139 | -0.060 | 0.106 | 0.050 |
| 2011 | 0.006 | 0.032 | -0.230 | 0.084 |
| 2010 | 0.031 | -0.050 | 0.041 | 0.093 |
| 2009 | -0.134 | 0.155 | 0.196 | 0.042 |
| 2008 | -0.187 | -0.023 | -0.109 | -0.174 |
| 2007 | 0.028 | 0.125 | -0.011 | 0.013 |
| 2006 | 0.086 | -0.049 | 0.059 | 0.080 |
| 2005 | 0.022 | 0.040 | 0.088 | 0.064 |
| 2004 | -0.022 | 0.022 | -0.017 | 0.076 |
| 2003 | -0.116 | 0.270 | 0.002 | 0.157 |
| 2002 | 0.018 | -0.178 | -0.290 | 0.011 |
| 2001 | -0.118 | 0.012 | -0.220 | 0.146 |
| 2000 | 0.093 | -0.071 | 0.005 | -0.059 |
| 1999 | -0.027 | 0.072 | -0.052 | 0.334 |
| 1998 | 0.124 | -0.218 | 0.132 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | 0.036 |
| 5 years | 0.097 |
| 10 years | 0.025 |