Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.053 | 0 | 91 |
| 1 month | -0.030 | 0 | 45 |
| 3 months | -0.053 | 0 | 91 |
| 1 year | -0.065 | 0 | 86 |
| 3 years | -0.031 | 0 | 57 |
| 5 years | 0.093 | 0 | 51 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.020 | — |
| 2023 | 0.071 | — |
| 2022 | -0.170 | — |
| 2021 | 0.260 | — |
| 2020 | 0.001 | — |
| 2019 | 0.269 | — |
| 2018 | -0.189 | — |
| 2017 | 0.122 | — |
| 2016 | -0.024 | — |
| 2015 | 0.245 | — |
| 2014 | 0.029 | — |
| 2013 | 0.304 | — |
| 2012 | 0.249 | — |
| 2011 | -0.220 | — |
| 2010 | 0.392 | — |
| 2009 | 0.430 | — |
| 2008 | -0.478 | — |
| 2007 | -0.036 | — |
| 2006 | 0.420 | — |
| 2005 | 0.440 | — |
| 2004 | 0.244 | — |
| 2003 | 0.272 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.034 | -0.023 | 0.054 | -0.042 |
| 2023 | 0.046 | -0.009 | -0.058 | 0.097 |
| 2022 | -0.057 | -0.115 | -0.129 | 0.142 |
| 2021 | 0.094 | 0.066 | 0.034 | 0.045 |
| 2020 | -0.305 | 0.206 | 0.051 | 0.137 |
| 2019 | 0.146 | 0.030 | -0.040 | 0.119 |
| 2018 | -0.039 | 0.016 | -0.015 | -0.158 |
| 2017 | 0.063 | 0.047 | 0.018 | -0.010 |
| 2016 | -0.062 | -0.019 | 0.072 | -0.011 |
| 2015 | 0.185 | -0.006 | -0.042 | 0.103 |
| 2014 | 0.007 | -0.026 | -0.010 | 0.059 |
| 2013 | 0.101 | 0.006 | 0.088 | 0.082 |
| 2012 | 0.168 | -0.080 | 0.128 | 0.030 |
| 2011 | -0.010 | -0.034 | -0.180 | -0.006 |
| 2010 | 0.105 | -0.030 | 0.099 | 0.180 |
| 2009 | -0.145 | 0.285 | 0.208 | 0.077 |
| 2008 | -0.115 | -0.069 | -0.178 | -0.230 |
| 2007 | 0.071 | 0.050 | -0.065 | -0.083 |
| 2006 | 0.204 | -0.041 | 0.072 | 0.148 |
| 2005 | 0.102 | 0.096 | 0.130 | 0.055 |
| 2004 | 0.074 | 0.045 | -0.005 | 0.114 |
| 2003 | -0.130 | 0.189 | 0.146 | 0.074 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.065 |
| 3 years | -0.031 |
| 5 years | 0.093 |
| 10 years | 0.025 |