Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.075 | 0 | 60 |
| 1 month | -0.102 | 0 | 91 |
| 3 months | -0.075 | 0 | 60 |
| 1 year | -0.056 | 0 | 91 |
| 3 years | 0.052 | 0 | 55 |
| 5 years | 0.129 | 0 | 58 |
| 10 years | 0.085 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.141 | — |
| 2023 | 0.166 | — |
| 2022 | -0.140 | — |
| 2021 | 0.337 | — |
| 2020 | 0.095 | — |
| 2019 | 0.309 | — |
| 2018 | -0.009 | — |
| 2017 | 0.111 | — |
| 2016 | 0.076 | — |
| 2015 | 0.072 | — |
| 2014 | 0.212 | — |
| 2013 | 0.266 | — |
| 2012 | 0.130 | — |
| 2011 | -0.085 | — |
| 2010 | 0.113 | — |
| 2009 | 0.355 | — |
| 2008 | -0.338 | — |
| 2007 | -0.012 | — |
| 2006 | 0.170 | — |
| 2005 | 0.327 | — |
| 2004 | 0.079 | — |
| 2003 | 0.158 | — |
| 2002 | -0.325 | — |
| 2001 | -0.091 | — |
| 2000 | -0.019 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.118 | 0.036 | 0.000 | -0.015 |
| 2023 | 0.066 | 0.076 | -0.043 | 0.063 |
| 2022 | -0.091 | -0.111 | -0.008 | 0.073 |
| 2021 | 0.096 | 0.059 | 0.033 | 0.115 |
| 2020 | -0.155 | 0.120 | 0.107 | 0.045 |
| 2019 | 0.129 | 0.060 | 0.032 | 0.060 |
| 2018 | 0.007 | 0.057 | 0.067 | -0.127 |
| 2017 | 0.067 | 0.025 | 0.000 | 0.016 |
| 2016 | -0.057 | 0.003 | 0.083 | 0.051 |
| 2015 | 0.143 | -0.047 | -0.067 | 0.056 |
| 2014 | 0.032 | 0.058 | 0.037 | 0.071 |
| 2013 | 0.098 | 0.016 | 0.060 | 0.070 |
| 2012 | 0.089 | -0.021 | 0.031 | 0.028 |
| 2011 | -0.022 | 0.010 | -0.137 | 0.072 |
| 2010 | 0.044 | -0.032 | 0.034 | 0.065 |
| 2009 | -0.039 | 0.212 | 0.088 | 0.070 |
| 2008 | -0.153 | -0.049 | -0.040 | -0.143 |
| 2007 | 0.056 | 0.042 | -0.037 | -0.068 |
| 2006 | 0.089 | -0.068 | 0.079 | 0.068 |
| 2005 | 0.055 | 0.094 | 0.062 | 0.082 |
| 2004 | 0.041 | 0.009 | -0.019 | 0.047 |
| 2003 | -0.081 | 0.137 | 0.016 | 0.091 |
| 2002 | -0.045 | -0.165 | -0.204 | 0.063 |
| 2001 | -0.102 | 0.087 | -0.187 | 0.145 |
| 2000 | 0.158 | -0.068 | 0.061 | -0.143 |
| 1999 | 0.081 | 0.050 | 0.646 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.056 |
| 3 years | 0.052 |
| 5 years | 0.129 |
| 10 years | 0.085 |