Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.062 | 0 | 92 |
| 1 month | -0.054 | 0 | 92 |
| 3 months | -0.025 | 0 | 75 |
| 1 year | -0.114 | 0 | 87 |
| 3 years | -0.001 | 0 | 76 |
| 5 years | 0.034 | 0 | 58 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.002 | — |
| 2023 | -0.035 | — |
| 2022 | 0.125 | — |
| 2021 | 0.029 | — |
| 2020 | 0.113 | — |
| 2019 | 0.100 | — |
| 2018 | -0.032 | — |
| 2017 | 0.033 | — |
| 2016 | -0.058 | — |
| 2015 | -0.027 | — |
| 2014 | 0.318 | — |
| 2013 | -0.026 | — |
| 2012 | -0.016 | — |
| 2011 | -0.068 | — |
| 2010 | 0.148 | — |
| 2009 | -0.169 | — |
| 2008 | 0.332 | — |
| 2007 | 0.196 | — |
| 2006 | 0.064 | — |
| 2005 | 0.168 | — |
| 2004 | 0.051 | — |
| 2003 | 0.223 | — |
| 2002 | 0.114 | — |
| 2001 | 0.197 | — |
| 2000 | 0.199 | — |
| 1999 | 0.065 | — |
| 1998 | 0.411 | — |
| 1997 | 0.235 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.119 | -0.002 | -0.090 | -0.018 |
| 2023 | -0.068 | 0.084 | 0.005 | -0.049 |
| 2022 | 0.113 | 0.046 | 0.054 | -0.083 |
| 2021 | 0.030 | 0.053 | -0.030 | -0.023 |
| 2020 | 0.086 | -0.072 | -0.005 | 0.110 |
| 2019 | 0.012 | 0.070 | 0.059 | -0.041 |
| 2018 | -0.056 | 0.002 | -0.011 | 0.035 |
| 2017 | -0.037 | -0.009 | 0.013 | 0.068 |
| 2016 | 0.055 | -0.061 | -0.052 | 0.004 |
| 2015 | 0.083 | -0.137 | 0.098 | -0.053 |
| 2014 | -0.020 | 0.111 | 0.088 | 0.112 |
| 2013 | 0.042 | -0.060 | -0.065 | 0.063 |
| 2012 | 0.008 | -0.005 | -0.006 | -0.013 |
| 2011 | -0.069 | 0.011 | 0.073 | -0.077 |
| 2010 | 0.022 | 0.009 | 0.057 | 0.053 |
| 2009 | -0.079 | -0.070 | 0.028 | -0.056 |
| 2008 | 0.140 | 0.052 | -0.102 | 0.237 |
| 2007 | -0.035 | 0.162 | -0.020 | 0.089 |
| 2006 | 0.011 | 0.040 | -0.026 | 0.040 |
| 2005 | -0.036 | 0.074 | 0.060 | 0.064 |
| 2004 | 0.026 | -0.122 | 0.022 | 0.142 |
| 2003 | 0.060 | 0.078 | -0.001 | 0.070 |
| 2002 | -0.098 | 0.106 | 0.173 | -0.048 |
| 2001 | 0.150 | -0.070 | 0.192 | -0.062 |
| 2000 | -0.018 | -0.027 | 0.006 | 0.247 |
| 1999 | -0.046 | 0.050 | 0.031 | 0.032 |
| 1998 | 0.044 | 0.061 | 0.199 | 0.063 |
| 1997 | 0.072 | 0.010 | 0.028 | 0.109 |
| 1996 | 0.023 | 0.089 | 0.231 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.114 |
| 3 years | -0.001 |
| 5 years | 0.034 |
| 10 years | 0.011 |