Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 7 |
| 1 month | -0.026 | 0 | 3 |
| 3 months | 0.012 | 0 | 7 |
| 1 year | 0.017 | 0 | 46 |
| 3 years | 0.086 | 0 | 23 |
| 5 years | 0.164 | 0 | 38 |
| 10 years | 0.110 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.174 | — |
| 2023 | 0.304 | — |
| 2022 | -0.283 | — |
| 2021 | 0.267 | — |
| 2020 | 0.302 | — |
| 2019 | 0.315 | — |
| 2018 | -0.125 | — |
| 2017 | 0.287 | — |
| 2016 | 0.044 | — |
| 2015 | 0.159 | — |
| 2014 | 0.221 | — |
| 2013 | 0.380 | — |
| 2012 | 0.182 | — |
| 2011 | -0.199 | — |
| 2010 | 0.076 | — |
| 2009 | 0.614 | — |
| 2008 | -0.523 | — |
| 2007 | 0.182 | — |
| 2006 | 0.207 | — |
| 2005 | 0.165 | — |
| 2004 | 0.003 | — |
| 2003 | 0.487 | — |
| 2002 | -0.521 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.168 | -0.025 | -0.004 | 0.035 |
| 2023 | 0.122 | 0.066 | -0.027 | 0.121 |
| 2022 | -0.133 | -0.184 | -0.008 | 0.021 |
| 2021 | 0.041 | 0.081 | 0.027 | 0.097 |
| 2020 | -0.143 | 0.297 | 0.061 | 0.104 |
| 2019 | 0.135 | 0.062 | 0.002 | 0.089 |
| 2018 | -0.026 | 0.079 | 0.031 | -0.192 |
| 2017 | 0.092 | 0.038 | 0.066 | 0.066 |
| 2016 | -0.107 | -0.016 | 0.137 | 0.045 |
| 2015 | 0.161 | -0.020 | -0.046 | 0.068 |
| 2014 | 0.041 | 0.048 | 0.049 | 0.067 |
| 2013 | 0.106 | 0.028 | 0.124 | 0.080 |
| 2012 | 0.169 | -0.056 | 0.101 | -0.028 |
| 2011 | 0.050 | -0.046 | -0.220 | 0.024 |
| 2010 | 0.012 | -0.091 | 0.053 | 0.112 |
| 2009 | -0.019 | 0.300 | 0.177 | 0.074 |
| 2008 | -0.227 | -0.021 | -0.146 | -0.261 |
| 2007 | 0.104 | 0.118 | -0.045 | 0.003 |
| 2006 | 0.226 | -0.126 | 0.038 | 0.086 |
| 2005 | 0.028 | 0.048 | 0.108 | -0.023 |
| 2004 | 0.092 | -0.012 | -0.114 | 0.048 |
| 2003 | 0.005 | 0.232 | 0.089 | 0.103 |
| 2002 | -0.077 | -0.281 | -0.322 | 0.064 |
| 2001 | 0.335 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | 0.068 |
| 5 years | 0.152 |
| 10 years | 0.104 |