Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 43 |
| 1 month | 0.041 | 0 | 48 |
| 3 months | 0.002 | 0 | 43 |
| 1 year | 0.081 | 0 | 27 |
| 3 years | 0.089 | 0 | 52 |
| 5 years | 0.142 | 0 | 48 |
| 10 years | 0.097 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.111 | — |
| 2023 | 0.126 | — |
| 2022 | 0.036 | — |
| 2021 | 0.133 | — |
| 2020 | 0.145 | — |
| 2019 | 0.089 | — |
| 2018 | 0.025 | — |
| 2017 | 0.204 | — |
| 2016 | 0.098 | — |
| 2015 | 0.043 | — |
| 2014 | 0.309 | — |
| 2013 | 0.020 | — |
| 2012 | 0.205 | — |
| 2011 | -0.089 | — |
| 2010 | 0.121 | — |
| 2009 | 0.459 | — |
| 2008 | -0.244 | — |
| 2007 | 0.288 | — |
| 2006 | 0.243 | — |
| 2005 | 0.264 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.030 | 0.056 | 0.053 | -0.030 |
| 2023 | -0.007 | 0.058 | 0.018 | 0.053 |
| 2022 | 0.004 | -0.049 | 0.054 | 0.030 |
| 2021 | 0.021 | 0.043 | 0.069 | -0.005 |
| 2020 | -0.130 | 0.120 | 0.053 | 0.117 |
| 2019 | 0.037 | 0.016 | 0.005 | 0.029 |
| 2018 | -0.022 | 0.023 | 0.004 | 0.020 |
| 2017 | 0.083 | 0.042 | 0.026 | 0.040 |
| 2016 | 0.000 | 0.053 | 0.070 | -0.024 |
| 2015 | 0.031 | -0.001 | 0.005 | 0.007 |
| 2014 | 0.050 | 0.121 | 0.041 | 0.068 |
| 2013 | -0.025 | 0.020 | -0.044 | 0.073 |
| 2012 | 0.090 | 0.005 | 0.059 | 0.039 |
| 2011 | -0.026 | 0.008 | -0.038 | -0.035 |
| 2010 | 0.019 | 0.043 | 0.050 | 0.004 |
| 2009 | -0.034 | 0.305 | 0.096 | 0.056 |
| 2008 | -0.123 | -0.074 | 0.005 | -0.073 |
| 2007 | -0.033 | 0.088 | 0.099 | 0.114 |
| 2006 | 0.129 | -0.051 | 0.096 | 0.059 |
| 2005 | 0.008 | 0.050 | 0.127 | 0.060 |
| 2004 | -0.053 | 0.071 | 0.099 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.089 |
| 5 years | 0.142 |
| 10 years | 0.097 |