Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 78 |
| 1 month | -0.075 | 0 | 91 |
| 3 months | -0.024 | 0 | 78 |
| 1 year | 0.010 | 0 | 58 |
| 3 years | 0.085 | 0 | 29 |
| 5 years | 0.129 | 0 | 43 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.135 | — |
| 2023 | 0.257 | — |
| 2022 | -0.164 | — |
| 2021 | 0.139 | — |
| 2020 | -0.037 | — |
| 2019 | 0.212 | — |
| 2018 | -0.132 | — |
| 2017 | 0.117 | — |
| 2016 | 0.112 | — |
| 2015 | 0.119 | — |
| 2014 | 0.020 | — |
| 2013 | 0.320 | — |
| 2012 | 0.162 | — |
| 2011 | -0.104 | — |
| 2010 | 0.194 | — |
| 2009 | 0.592 | — |
| 2008 | -0.421 | — |
| 2007 | -0.026 | — |
| 2006 | 0.232 | — |
| 2005 | 0.267 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.097 | 0.000 | 0.010 | 0.024 |
| 2023 | 0.106 | 0.057 | 0.012 | 0.062 |
| 2022 | -0.089 | -0.119 | -0.060 | 0.108 |
| 2021 | 0.096 | 0.064 | -0.022 | -0.002 |
| 2020 | -0.305 | 0.163 | -0.007 | 0.200 |
| 2019 | 0.089 | 0.007 | 0.009 | 0.096 |
| 2018 | -0.025 | 0.043 | -0.033 | -0.117 |
| 2017 | 0.080 | 0.003 | 0.024 | 0.007 |
| 2016 | 0.002 | -0.010 | 0.051 | 0.066 |
| 2015 | 0.189 | -0.046 | -0.073 | 0.065 |
| 2014 | 0.054 | 0.017 | -0.070 | 0.023 |
| 2013 | 0.085 | 0.022 | 0.128 | 0.055 |
| 2012 | 0.075 | -0.053 | 0.069 | 0.068 |
| 2011 | 0.041 | 0.017 | -0.184 | 0.038 |
| 2010 | 0.056 | -0.036 | 0.084 | 0.082 |
| 2009 | -0.082 | 0.358 | 0.203 | 0.061 |
| 2008 | -0.110 | -0.064 | -0.097 | -0.231 |
| 2007 | 0.084 | 0.067 | -0.067 | -0.098 |
| 2006 | 0.150 | -0.055 | 0.041 | 0.089 |
| 2005 | 0.096 | 0.028 | 0.106 | 0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.085 |
| 5 years | 0.129 |
| 10 years | 0.046 |