Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.078 | 0 | 29 |
| 1 month | -0.022 | 0 | 40 |
| 3 months | 0.078 | 0 | 29 |
| 1 year | 0.045 | 0 | 32 |
| 3 years | 0.067 | 0 | 11 |
| 5 years | 0.119 | 0 | 11 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.103 | — |
| 2023 | 0.097 | — |
| 2022 | -0.131 | — |
| 2021 | 0.193 | — |
| 2020 | -0.050 | — |
| 2019 | 0.202 | — |
| 2018 | -0.147 | — |
| 2017 | 0.212 | — |
| 2016 | 0.017 | — |
| 2015 | -0.029 | — |
| 2014 | 0.035 | — |
| 2013 | 0.214 | — |
| 2012 | 0.161 | — |
| 2011 | -0.117 | — |
| 2010 | -0.076 | — |
| 2009 | 0.330 | — |
| 2008 | -0.511 | — |
| 2007 | 0.062 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.138 | -0.001 | -0.003 | -0.027 |
| 2023 | 0.100 | 0.003 | -0.028 | 0.023 |
| 2022 | -0.067 | -0.110 | -0.083 | 0.140 |
| 2021 | 0.120 | 0.048 | -0.004 | 0.020 |
| 2020 | -0.268 | 0.138 | 0.012 | 0.126 |
| 2019 | 0.116 | 0.016 | 0.000 | 0.060 |
| 2018 | -0.034 | 0.026 | -0.016 | -0.125 |
| 2017 | 0.057 | 0.025 | 0.082 | 0.034 |
| 2016 | -0.063 | -0.018 | 0.053 | 0.050 |
| 2015 | 0.008 | -0.036 | -0.049 | 0.051 |
| 2014 | 0.009 | 0.039 | -0.003 | -0.009 |
| 2013 | 0.048 | -0.007 | 0.092 | 0.068 |
| 2012 | 0.070 | -0.034 | 0.080 | 0.040 |
| 2011 | 0.051 | -0.063 | -0.175 | 0.086 |
| 2010 | -0.009 | -0.136 | 0.088 | -0.008 |
| 2009 | -0.087 | 0.210 | 0.172 | 0.027 |
| 2008 | -0.208 | -0.010 | -0.137 | -0.277 |
| 2007 | 0.038 | 0.094 | -0.031 | -0.034 |
| 2006 | 0.088 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.066 |
| 3 years | 0.029 |
| 5 years | 0.097 |
| 10 years | 0.035 |