Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | — |
| 1 month | -0.065 | 0 | — |
| 3 months | -0.025 | 0 | — |
| 1 year | -0.107 | 0 | — |
| 3 years | 0.054 | 0 | — |
| 5 years | 0.137 | 0 | — |
| 10 years | 0.086 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.081 | — |
| 2023 | 0.215 | — |
| 2022 | -0.229 | — |
| 2021 | 0.372 | — |
| 2020 | 0.139 | — |
| 2019 | 0.350 | — |
| 2018 | -0.085 | — |
| 2017 | 0.163 | — |
| 2016 | 0.080 | — |
| 2015 | 0.130 | — |
| 2014 | 0.105 | — |
| 2013 | 0.203 | — |
| 2012 | 0.136 | — |
| 2011 | -0.090 | — |
| 2010 | 0.088 | — |
| 2009 | 0.415 | — |
| 2008 | -0.505 | — |
| 2007 | 0.074 | — |
| 2006 | 0.168 | — |
| 2005 | 0.303 | — |
| 2004 | 0.065 | — |
| 2003 | 0.081 | — |
| 2002 | -0.345 | — |
| 2001 | -0.189 | — |
| 2000 | -0.035 | — |
| 1999 | 0.270 | — |
| 1998 | 0.329 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.181 | 0.059 | -0.084 | -0.057 |
| 2023 | 0.145 | 0.037 | -0.108 | 0.148 |
| 2022 | -0.156 | -0.136 | -0.047 | 0.110 |
| 2021 | 0.157 | 0.064 | 0.057 | 0.054 |
| 2020 | -0.188 | 0.217 | 0.016 | 0.135 |
| 2019 | 0.155 | 0.048 | 0.069 | 0.042 |
| 2018 | -0.015 | 0.036 | -0.010 | -0.095 |
| 2017 | 0.097 | 0.013 | 0.054 | -0.007 |
| 2016 | -0.016 | -0.024 | 0.078 | 0.043 |
| 2015 | 0.181 | -0.008 | -0.090 | 0.060 |
| 2014 | 0.006 | 0.040 | 0.024 | 0.031 |
| 2013 | 0.019 | 0.006 | 0.092 | 0.075 |
| 2012 | 0.038 | -0.027 | 0.058 | 0.063 |
| 2011 | 0.034 | -0.056 | -0.171 | 0.124 |
| 2010 | 0.032 | -0.066 | 0.061 | 0.063 |
| 2009 | -0.110 | 0.197 | 0.230 | 0.081 |
| 2008 | -0.138 | -0.021 | -0.214 | -0.253 |
| 2007 | 0.031 | 0.092 | -0.004 | -0.041 |
| 2006 | 0.075 | -0.046 | 0.110 | 0.026 |
| 2005 | 0.064 | 0.062 | 0.062 | 0.086 |
| 2004 | 0.005 | 0.039 | -0.051 | 0.076 |
| 2003 | -0.229 | 0.201 | 0.063 | 0.098 |
| 2002 | 0.047 | -0.159 | -0.318 | 0.090 |
| 2001 | -0.124 | 0.040 | -0.202 | 0.117 |
| 2000 | -0.014 | 0.026 | -0.012 | -0.034 |
| 1999 | -0.004 | 0.056 | -0.016 | 0.227 |
| 1998 | 0.258 | 0.060 | -0.199 | 0.243 |
| 1997 | 0.200 | 0.045 | 0.005 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.109 |
| 3 years | 0.053 |
| 5 years | 0.137 |
| 10 years | 0.086 |