Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 59 |
| 1 month | -0.007 | 0 | 57 |
| 3 months | 0.006 | 0 | 59 |
| 1 year | -0.019 | 0 | 74 |
| 3 years | -0.067 | 0 | 69 |
| 5 years | -0.062 | 0 | 61 |
| 10 years | -0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.045 | — |
| 2023 | 0.050 | — |
| 2022 | -0.252 | — |
| 2021 | -0.055 | — |
| 2020 | 0.095 | — |
| 2019 | 0.071 | — |
| 2018 | 0.004 | — |
| 2017 | 0.035 | — |
| 2016 | 0.107 | — |
| 2015 | -0.001 | — |
| 2014 | 0.129 | — |
| 2013 | -0.041 | — |
| 2012 | 0.034 | — |
| 2011 | 0.167 | — |
| 2010 | 0.080 | — |
| 2009 | -0.001 | — |
| 2008 | 0.179 | — |
| 2007 | 0.057 | — |
| 2006 | -0.005 | — |
| 2005 | 0.080 | — |
| 2004 | 0.062 | — |
| 2003 | 0.019 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.021 | -0.009 | 0.022 | -0.037 |
| 2023 | 0.030 | -0.058 | -0.010 | 0.092 |
| 2022 | -0.073 | -0.088 | -0.134 | 0.022 |
| 2021 | -0.076 | 0.018 | -0.015 | 0.019 |
| 2020 | 0.077 | 0.028 | -0.009 | -0.002 |
| 2019 | 0.036 | 0.019 | 0.058 | -0.041 |
| 2018 | 0.000 | 0.006 | -0.020 | 0.019 |
| 2017 | 0.023 | -0.009 | -0.001 | 0.022 |
| 2016 | 0.054 | 0.058 | 0.053 | -0.058 |
| 2015 | 0.028 | -0.041 | 0.029 | -0.014 |
| 2014 | 0.027 | 0.008 | 0.032 | 0.057 |
| 2013 | 0.023 | -0.047 | 0.004 | -0.020 |
| 2012 | -0.016 | 0.039 | 0.018 | -0.006 |
| 2011 | 0.000 | 0.027 | 0.077 | 0.055 |
| 2010 | 0.024 | 0.038 | 0.050 | -0.032 |
| 2009 | -0.003 | -0.015 | 0.041 | -0.023 |
| 2008 | 0.028 | -0.040 | 0.058 | 0.128 |
| 2007 | -0.004 | -0.030 | 0.047 | 0.045 |
| 2006 | -0.009 | -0.018 | 0.035 | -0.012 |
| 2005 | -0.005 | 0.046 | 0.015 | 0.023 |
| 2004 | 0.023 | -0.019 | 0.032 | 0.026 |
| 2003 | 0.012 | 0.014 | -0.008 | 0.001 |
| 2002 | 0.050 | 0.004 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | -0.067 |
| 5 years | -0.062 |
| 10 years | -0.007 |