Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.105 | 0.038 | 50 |
| 1 month | 0.014 | 0.009 | 78 |
| 3 months | 0.027 | 0.038 | 91 |
| 1 year | 0.208 | 0.119 | 64 |
| 3 years | 0.102 | 0.067 | 15 |
| 5 years | 0.097 | 0.072 | 14 |
| 10 years | 0.095 | 0.027 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2021 | — | — |
| 2020 | 0.058 | — |
| 2019 | 0.231 | — |
| 2018 | -0.065 | — |
| 2017 | 0.059 | — |
| 2016 | 0.087 | — |
| 2015 | 0.083 | 0.048 |
| 2014 | 0.146 | 0.081 |
| 2013 | 0.156 | 0.109 |
| 2012 | 0.119 | 0.099 |
| 2011 | -0.033 | -0.093 |
| 2010 | 0.127 | 0.089 |
| 2009 | 0.211 | 0.196 |
| 2008 | -0.304 | -0.295 |
| 2007 | -0.016 | 0.009 |
| 2006 | 0.062 | 0.087 |
| 2005 | 0.201 | 0.181 |
| 2004 | 0.072 | 0.065 |
| 2003 | 0.103 | 0.109 |
| 2002 | -0.238 | -0.224 |
| 2001 | -0.120 | -0.114 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 0.075 | 0.027 | — | — |
| 2020 | -0.145 | 0.132 | 0.030 | 0.062 |
| 2019 | 0.106 | 0.029 | 0.034 | 0.046 |
| 2018 | -0.045 | 0.052 | 0.033 | -0.099 |
| 2017 | 0.023 | -0.019 | 0.013 | 0.041 |
| 2016 | -0.029 | 0.004 | 0.041 | 0.071 |
| 2015 | 0.116 | -0.032 | -0.067 | 0.074 |
| 2014 | 0.009 | 0.045 | 0.044 | 0.040 |
| 2013 | 0.079 | 0.003 | 0.035 | 0.032 |
| 2012 | 0.078 | -0.023 | 0.057 | 0.004 |
| 2011 | -0.011 | -0.021 | -0.064 | 0.066 |
| 2010 | 0.064 | -0.025 | 0.019 | 0.067 |
| 2009 | -0.026 | 0.084 | 0.093 | 0.049 |
| 2008 | -0.114 | -0.014 | -0.074 | -0.139 |
| 2007 | 0.008 | 0.024 | -0.014 | -0.033 |
| 2006 | 0.032 | -0.052 | 0.049 | 0.035 |
| 2005 | 0.023 | 0.074 | 0.050 | 0.041 |
| 2004 | 0.052 | 0.001 | -0.009 | 0.028 |
| 2003 | -0.054 | 0.101 | 0.019 | 0.040 |
| 2002 | 0.016 | -0.245 | -0.020 | 0.013 |
| 2001 | -0.091 | 0.058 | -0.178 | 0.113 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.206 |
| 3 years | 0.102 |
| 5 years | 0.097 |
| 10 years | 0.095 |