Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.144 | 0.087 | 47 |
| 1 month | 0.031 | 0.036 | 60 |
| 3 months | 0.099 | 0.087 | 75 |
| 1 year | 0.416 | 0.149 | 50 |
| 3 years | 0.187 | 0.177 | 35 |
| 5 years | 0.155 | 0.216 | 34 |
| 10 years | 0.162 | 0.082 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2021 | — | — |
| 2020 | 0.271 | — |
| 2019 | 0.292 | — |
| 2018 | -0.104 | — |
| 2017 | 0.155 | — |
| 2016 | 0.061 | — |
| 2015 | 0.327 | 0.369 |
| 2014 | 0.172 | 0.185 |
| 2013 | 0.362 | 0.386 |
| 2012 | 0.245 | 0.230 |
| 2011 | -0.242 | -0.202 |
| 2010 | 0.282 | 0.300 |
| 2009 | 0.436 | 0.450 |
| 2008 | -0.462 | -0.490 |
| 2007 | 0.014 | 0.012 |
| 2006 | 0.252 | 0.286 |
| 2005 | 0.533 | 0.479 |
| 2004 | 0.373 | 0.290 |
| 2003 | — | 0.332 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 0.041 | 0.107 | — | — |
| 2020 | -0.152 | 0.211 | 0.113 | 0.112 |
| 2019 | 0.126 | 0.030 | 0.011 | 0.102 |
| 2018 | 0.008 | 0.000 | 0.007 | -0.117 |
| 2017 | 0.107 | 0.053 | 0.025 | -0.034 |
| 2016 | -0.025 | 0.031 | 0.041 | 0.015 |
| 2015 | 0.221 | 0.005 | -0.009 | 0.090 |
| 2014 | 0.087 | 0.063 | -0.003 | 0.018 |
| 2013 | 0.118 | -0.014 | 0.131 | 0.091 |
| 2012 | 0.146 | -0.022 | 0.102 | 0.007 |
| 2011 | -0.008 | -0.071 | -0.211 | 0.042 |
| 2010 | 0.122 | -0.019 | 0.068 | 0.091 |
| 2009 | -0.067 | 0.308 | 0.180 | -0.003 |
| 2008 | -0.100 | -0.026 | -0.150 | -0.277 |
| 2007 | 0.036 | 0.063 | 0.003 | -0.082 |
| 2006 | 0.101 | -0.052 | 0.064 | 0.128 |
| 2005 | 0.124 | 0.145 | 0.101 | 0.082 |
| 2004 | 0.100 | 0.045 | 0.066 | 0.121 |
| 2003 | 0.090 | 0.037 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.410 |
| 3 years | 0.185 |
| 5 years | 0.154 |
| 10 years | 0.161 |
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