Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 41 |
| 1 month | 0.003 | 0 | 64 |
| 3 months | 0.009 | 0 | 45 |
| 1 year | 0.067 | 0 | 48 |
| 3 years | 0.010 | 0 | 73 |
| 5 years | 0.011 | 0 | 68 |
| 10 years | 0.006 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.056 | — |
| 2023 | 0.065 | — |
| 2022 | -0.152 | — |
| 2021 | 0.057 | — |
| 2020 | 0.018 | — |
| 2019 | 0.073 | — |
| 2018 | -0.057 | — |
| 2017 | 0.027 | — |
| 2016 | 0.010 | — |
| 2015 | 0.012 | — |
| 2014 | 0.055 | — |
| 2013 | 0.040 | — |
| 2012 | 0.083 | — |
| 2011 | -0.028 | — |
| 2010 | 0.001 | — |
| 2009 | 0.072 | — |
| 2008 | -0.097 | — |
| 2007 | 0.079 | — |
| 2006 | 0.036 | — |
| 2005 | 0.066 | — |
| 2004 | 0.017 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.020 | 0.002 | 0.029 | 0.004 |
| 2023 | 0.015 | 0.009 | -0.014 | 0.053 |
| 2022 | -0.059 | -0.090 | -0.028 | 0.019 |
| 2021 | 0.015 | 0.024 | 0.003 | 0.015 |
| 2020 | -0.103 | 0.078 | 0.020 | 0.033 |
| 2019 | 0.037 | 0.013 | 0.017 | 0.005 |
| 2018 | -0.013 | 0.005 | 0.002 | -0.051 |
| 2017 | 0.007 | 0.004 | 0.006 | 0.010 |
| 2016 | -0.008 | 0.009 | 0.014 | -0.004 |
| 2015 | 0.048 | -0.032 | -0.025 | 0.024 |
| 2014 | 0.015 | 0.018 | 0.010 | 0.012 |
| 2013 | 0.018 | -0.011 | 0.013 | 0.020 |
| 2012 | 0.043 | -0.008 | 0.033 | 0.013 |
| 2011 | -0.003 | 0.004 | -0.044 | 0.015 |
| 2010 | 0.001 | -0.016 | 0.016 | 0.000 |
| 2009 | -0.019 | 0.029 | 0.054 | 0.008 |
| 2008 | -0.022 | -0.022 | -0.021 | -0.035 |
| 2007 | 0.024 | 0.055 | -0.028 | 0.026 |
| 2006 | 0.001 | -0.008 | 0.021 | 0.022 |
| 2005 | 0.009 | 0.026 | 0.016 | 0.014 |
| 2004 | 0.013 | -0.004 | -0.010 | 0.018 |
| 2003 | 0.041 | 0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.010 |
| 5 years | 0.011 |
| 10 years | 0.006 |