Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 37 |
| 1 month | 0.041 | 0 | 47 |
| 3 months | 0.005 | 0 | 37 |
| 1 year | 0.069 | 0 | 55 |
| 3 years | 0.087 | 0 | 63 |
| 5 years | 0.138 | 0 | 55 |
| 10 years | 0.095 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.092 | — |
| 2023 | 0.142 | — |
| 2022 | 0.031 | — |
| 2021 | 0.128 | — |
| 2020 | 0.144 | — |
| 2019 | 0.113 | — |
| 2018 | 0.033 | — |
| 2017 | 0.183 | — |
| 2016 | 0.079 | — |
| 2015 | 0.037 | — |
| 2014 | 0.220 | — |
| 2013 | 0.064 | — |
| 2012 | 0.179 | — |
| 2011 | -0.095 | — |
| 2010 | 0.111 | — |
| 2009 | 0.396 | — |
| 2008 | -0.311 | — |
| 2007 | 0.458 | — |
| 2006 | 0.260 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.027 | 0.049 | 0.055 | -0.040 |
| 2023 | -0.010 | 0.064 | 0.022 | 0.061 |
| 2022 | 0.006 | -0.059 | 0.055 | 0.032 |
| 2021 | 0.020 | 0.041 | 0.068 | -0.006 |
| 2020 | -0.126 | 0.110 | 0.046 | 0.128 |
| 2019 | 0.043 | 0.022 | 0.010 | 0.034 |
| 2018 | -0.016 | 0.015 | 0.011 | 0.022 |
| 2017 | 0.069 | 0.036 | 0.026 | 0.041 |
| 2016 | -0.007 | 0.048 | 0.054 | -0.016 |
| 2015 | 0.026 | -0.002 | 0.006 | 0.006 |
| 2014 | 0.041 | 0.086 | 0.035 | 0.043 |
| 2013 | -0.006 | 0.028 | -0.019 | 0.061 |
| 2012 | 0.068 | 0.016 | 0.056 | 0.029 |
| 2011 | -0.034 | -0.003 | -0.050 | -0.011 |
| 2010 | 0.012 | 0.017 | 0.064 | 0.015 |
| 2009 | 0.012 | 0.222 | 0.104 | 0.022 |
| 2008 | -0.163 | -0.088 | -0.006 | -0.091 |
| 2007 | -0.006 | 0.083 | 0.119 | 0.211 |
| 2006 | 0.196 | -0.100 | 0.087 | 0.077 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.087 |
| 5 years | 0.138 |
| 10 years | 0.095 |