Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 48 |
| 1 month | -0.024 | 0 | 45 |
| 3 months | 0.040 | 0 | 48 |
| 1 year | 0.099 | 0 | 44 |
| 3 years | 0.068 | 0 | 43 |
| 5 years | 0.121 | 0 | 33 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.093 | — |
| 2023 | 0.077 | — |
| 2022 | 0.008 | — |
| 2021 | 0.176 | — |
| 2020 | -0.095 | — |
| 2019 | 0.192 | — |
| 2018 | -0.091 | — |
| 2017 | 0.130 | — |
| 2016 | 0.160 | — |
| 2015 | 0.016 | — |
| 2014 | 0.012 | — |
| 2013 | 0.210 | — |
| 2012 | 0.133 | — |
| 2011 | -0.042 | — |
| 2010 | 0.155 | — |
| 2009 | 0.301 | — |
| 2008 | -0.290 | — |
| 2007 | 0.058 | — |
| 2006 | 0.167 | — |
| 2005 | 0.221 | — |
| 2004 | 0.127 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.034 | 0.045 | 0.018 | -0.007 |
| 2023 | 0.029 | -0.006 | 0.026 | 0.026 |
| 2022 | 0.012 | -0.055 | -0.033 | 0.090 |
| 2021 | 0.053 | 0.051 | 0.027 | 0.035 |
| 2020 | -0.259 | 0.119 | -0.032 | 0.128 |
| 2019 | 0.091 | 0.035 | 0.013 | 0.042 |
| 2018 | -0.063 | 0.094 | -0.012 | -0.103 |
| 2017 | 0.046 | 0.021 | 0.014 | 0.044 |
| 2016 | -0.004 | 0.026 | 0.092 | 0.040 |
| 2015 | 0.054 | -0.012 | -0.066 | 0.045 |
| 2014 | -0.005 | 0.020 | -0.006 | 0.003 |
| 2013 | 0.106 | -0.017 | 0.052 | 0.058 |
| 2012 | 0.067 | -0.027 | 0.052 | 0.037 |
| 2011 | 0.010 | 0.005 | -0.129 | 0.084 |
| 2010 | 0.065 | -0.111 | 0.131 | 0.080 |
| 2009 | -0.105 | 0.138 | 0.218 | 0.049 |
| 2008 | -0.098 | -0.018 | -0.125 | -0.084 |
| 2007 | 0.027 | 0.039 | -0.011 | 0.003 |
| 2006 | 0.085 | -0.019 | 0.035 | 0.059 |
| 2005 | 0.037 | 0.048 | 0.079 | 0.041 |
| 2004 | 0.010 | 0.024 | 0.029 | 0.060 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.068 |
| 5 years | 0.121 |
| 10 years | 0.061 |