Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 16 |
| 1 month | -0.025 | 0 | 27 |
| 3 months | 0.054 | 0 | 16 |
| 1 year | 0.057 | 0 | 20 |
| 3 years | 0.080 | 0 | 7 |
| 5 years | 0.109 | 0 | 20 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.067 | — |
| 2023 | 0.192 | — |
| 2022 | -0.136 | — |
| 2021 | 0.191 | — |
| 2020 | -0.005 | — |
| 2019 | 0.180 | — |
| 2018 | -0.102 | — |
| 2017 | 0.062 | — |
| 2016 | 0.049 | — |
| 2015 | 0.087 | — |
| 2014 | 0.042 | — |
| 2013 | 0.163 | — |
| 2012 | 0.175 | — |
| 2011 | -0.106 | — |
| 2010 | 0.025 | — |
| 2009 | 0.204 | — |
| 2008 | -0.327 | — |
| 2007 | 0.067 | — |
| 2006 | 0.100 | — |
| 2005 | 0.185 | — |
| 2004 | 0.090 | — |
| 2003 | 0.043 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.065 | -0.002 | 0.030 | -0.024 |
| 2023 | 0.102 | 0.026 | -0.028 | 0.085 |
| 2022 | -0.081 | -0.096 | -0.056 | 0.101 |
| 2021 | 0.082 | 0.033 | 0.009 | 0.056 |
| 2020 | -0.182 | 0.132 | 0.004 | 0.070 |
| 2019 | 0.083 | 0.037 | 0.023 | 0.028 |
| 2018 | -0.025 | 0.008 | 0.001 | -0.087 |
| 2017 | 0.041 | 0.008 | 0.033 | -0.019 |
| 2016 | -0.042 | -0.015 | 0.057 | 0.051 |
| 2015 | 0.144 | -0.033 | -0.066 | 0.053 |
| 2014 | 0.022 | 0.023 | -0.009 | 0.006 |
| 2013 | 0.005 | 0.013 | 0.085 | 0.053 |
| 2012 | 0.083 | -0.047 | 0.079 | 0.055 |
| 2011 | 0.031 | 0.005 | -0.169 | 0.037 |
| 2010 | 0.010 | -0.058 | 0.057 | 0.020 |
| 2009 | -0.103 | 0.126 | 0.169 | 0.020 |
| 2008 | -0.139 | -0.032 | -0.080 | -0.123 |
| 2007 | 0.034 | 0.051 | -0.026 | 0.008 |
| 2006 | 0.056 | -0.047 | 0.049 | 0.043 |
| 2005 | 0.045 | 0.032 | 0.066 | 0.031 |
| 2004 | 0.008 | 0.035 | -0.014 | 0.060 |
| 2003 | -0.175 | 0.136 | 0.017 | 0.095 |
| 2002 | 0.022 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.075 |
| 5 years | 0.106 |
| 10 years | 0.043 |