Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 62 |
| 1 month | 0.058 | 0 | 80 |
| 3 months | -0.025 | 0 | 62 |
| 1 year | 0.032 | 0 | 84 |
| 3 years | 0.093 | 0 | 94 |
| 5 years | 0.194 | 0 | 100 |
| 10 years | 0.098 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.087 | — |
| 2023 | 0.193 | — |
| 2022 | 0.034 | — |
| 2021 | 0.224 | — |
| 2020 | 0.158 | — |
| 2019 | 0.066 | — |
| 2018 | -0.010 | — |
| 2017 | 0.321 | — |
| 2016 | 0.067 | — |
| 2015 | -0.044 | — |
| 2014 | 0.466 | — |
| 2013 | 0.061 | — |
| 2012 | 0.280 | — |
| 2011 | -0.140 | — |
| 2010 | 0.239 | — |
| 2009 | 0.802 | — |
| 2008 | -0.504 | — |
| 2007 | 0.419 | — |
| 2006 | 0.380 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.026 | 0.079 | 0.072 | -0.084 |
| 2023 | -0.035 | 0.099 | 0.034 | 0.089 |
| 2022 | 0.001 | -0.091 | 0.082 | 0.052 |
| 2021 | 0.049 | 0.064 | 0.105 | -0.007 |
| 2020 | -0.235 | 0.143 | 0.097 | 0.207 |
| 2019 | 0.050 | -0.009 | -0.016 | 0.041 |
| 2018 | -0.043 | 0.061 | -0.017 | -0.008 |
| 2017 | 0.130 | 0.035 | 0.039 | 0.087 |
| 2016 | -0.015 | 0.077 | 0.041 | -0.034 |
| 2015 | 0.036 | -0.027 | -0.055 | 0.003 |
| 2014 | 0.070 | 0.171 | 0.079 | 0.085 |
| 2013 | -0.039 | 0.017 | -0.011 | 0.097 |
| 2012 | 0.148 | -0.013 | 0.074 | 0.052 |
| 2011 | -0.032 | 0.013 | -0.055 | -0.072 |
| 2010 | 0.050 | 0.036 | 0.131 | 0.007 |
| 2009 | 0.041 | 0.381 | 0.212 | 0.035 |
| 2008 | -0.276 | -0.130 | -0.049 | -0.171 |
| 2007 | -0.059 | 0.108 | 0.154 | 0.179 |
| 2006 | 0.235 | -0.144 | 0.180 | 0.107 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.093 |
| 5 years | 0.194 |
| 10 years | 0.098 |