Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 47 |
| 1 month | 0.014 | 0 | 28 |
| 3 months | 0.019 | 0 | 34 |
| 1 year | -0.006 | 0 | 82 |
| 3 years | -0.051 | 0 | 100 |
| 5 years | -0.022 | 0 | 96 |
| 10 years | -0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.034 | — |
| 2023 | -0.090 | — |
| 2022 | -0.050 | — |
| 2021 | 0.016 | — |
| 2020 | 0.013 | — |
| 2019 | -0.035 | — |
| 2018 | -0.114 | — |
| 2017 | 0.049 | — |
| 2016 | -0.002 | — |
| 2015 | 0.157 | — |
| 2014 | 0.069 | — |
| 2013 | 0.079 | — |
| 2012 | 0.036 | — |
| 2011 | -0.064 | — |
| 2010 | 0.093 | — |
| 2009 | 0.091 | — |
| 2008 | -0.057 | — |
| 2007 | 0.051 | — |
| 2006 | 0.027 | — |
| 2005 | 0.053 | — |
| 2004 | 0.042 | — |
| 2003 | -0.055 | — |
| 2002 | 0.092 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.004 | -0.032 | -0.010 | 0.012 |
| 2023 | -0.014 | -0.027 | -0.056 | 0.005 |
| 2022 | -0.013 | -0.006 | -0.020 | -0.012 |
| 2021 | 0.013 | 0.009 | -0.013 | 0.008 |
| 2020 | -0.043 | 0.002 | -0.005 | 0.062 |
| 2019 | -0.005 | -0.019 | -0.009 | -0.002 |
| 2018 | -0.049 | -0.004 | -0.025 | -0.039 |
| 2017 | -0.004 | 0.018 | -0.010 | 0.045 |
| 2016 | -0.017 | -0.009 | 0.029 | -0.005 |
| 2015 | 0.067 | 0.042 | 0.030 | 0.011 |
| 2014 | 0.039 | -0.012 | 0.003 | 0.038 |
| 2013 | 0.014 | 0.005 | 0.033 | 0.025 |
| 2012 | 0.012 | -0.004 | -0.005 | 0.033 |
| 2011 | -0.033 | -0.017 | -0.013 | -0.003 |
| 2010 | 0.025 | -0.001 | 0.030 | 0.036 |
| 2009 | 0.040 | 0.021 | 0.017 | 0.010 |
| 2008 | -0.032 | -0.003 | -0.025 | 0.002 |
| 2007 | 0.030 | 0.013 | -0.007 | 0.015 |
| 2006 | 0.035 | -0.010 | -0.009 | 0.011 |
| 2005 | 0.016 | 0.014 | 0.032 | -0.009 |
| 2004 | 0.014 | -0.007 | 0.003 | 0.031 |
| 2003 | -0.045 | -0.004 | -0.004 | -0.002 |
| 2002 | 0.000 | 0.026 | 0.031 | 0.032 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | -0.051 |
| 5 years | -0.022 |
| 10 years | -0.017 |