Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 6 |
| 1 month | -0.012 | 0 | 6 |
| 3 months | 0.020 | 0 | 6 |
| 1 year | 0.033 | 0 | 48 |
| 3 years | 0.008 | 0 | 90 |
| 5 years | 0.042 | 0 | 98 |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.020 | — |
| 2023 | 0.056 | — |
| 2022 | -0.071 | — |
| 2021 | 0.094 | — |
| 2020 | -0.051 | — |
| 2019 | 0.153 | — |
| 2018 | -0.064 | — |
| 2017 | 0.038 | — |
| 2016 | 0.074 | — |
| 2015 | 0.057 | — |
| 2014 | 0.096 | — |
| 2013 | 0.136 | — |
| 2012 | 0.087 | — |
| 2011 | 0.093 | — |
| 2010 | 0.088 | — |
| 2009 | 0.198 | — |
| 2008 | -0.136 | — |
| 2007 | 0.048 | — |
| 2006 | 0.096 | — |
| 2005 | 0.157 | — |
| 2004 | 0.140 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.007 | 0.018 | 0.024 | -0.028 |
| 2023 | 0.031 | -0.034 | 0.019 | 0.042 |
| 2022 | -0.004 | -0.048 | -0.065 | 0.049 |
| 2021 | 0.001 | 0.041 | 0.013 | 0.036 |
| 2020 | -0.136 | 0.073 | -0.025 | 0.050 |
| 2019 | 0.066 | 0.011 | 0.034 | 0.035 |
| 2018 | -0.046 | 0.051 | -0.007 | -0.059 |
| 2017 | 0.040 | 0.008 | -0.017 | 0.007 |
| 2016 | 0.007 | 0.031 | 0.051 | -0.015 |
| 2015 | 0.047 | -0.024 | 0.007 | 0.027 |
| 2014 | 0.027 | 0.031 | 0.004 | 0.032 |
| 2013 | 0.093 | -0.007 | 0.020 | 0.026 |
| 2012 | 0.022 | 0.019 | 0.038 | 0.006 |
| 2011 | 0.013 | 0.031 | -0.007 | 0.054 |
| 2010 | 0.027 | -0.030 | 0.071 | 0.019 |
| 2009 | -0.057 | 0.067 | 0.148 | 0.037 |
| 2008 | -0.067 | -0.052 | -0.036 | 0.015 |
| 2007 | 0.017 | 0.029 | -0.004 | 0.006 |
| 2006 | 0.055 | -0.025 | 0.038 | 0.026 |
| 2005 | 0.027 | 0.030 | 0.048 | 0.043 |
| 2004 | 0.032 | 0.013 | 0.030 | 0.058 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.008 |
| 5 years | 0.042 |
| 10 years | 0.026 |