Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | 0.027 | 0 | — |
| 1 year | 0.151 | 0 | — |
| 3 years | 0.109 | 0 | — |
| 5 years | 0.184 | 0 | — |
| 10 years | 0.115 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.220 | — |
| 2023 | 0.128 | — |
| 2022 | 0.005 | — |
| 2021 | 0.254 | — |
| 2020 | 0.056 | — |
| 2019 | 0.226 | — |
| 2018 | -0.011 | — |
| 2017 | 0.123 | — |
| 2016 | 0.194 | — |
| 2015 | -0.001 | — |
| 2014 | 0.049 | — |
| 2013 | 0.206 | — |
| 2012 | 0.011 | — |
| 2011 | -0.011 | — |
| 2010 | 0.162 | — |
| 2009 | 0.224 | — |
| 2008 | -0.294 | — |
| 2007 | 0.090 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.088 | 0.009 | 0.062 | 0.046 |
| 2023 | 0.032 | 0.025 | -0.001 | 0.068 |
| 2022 | 0.041 | -0.098 | -0.011 | 0.082 |
| 2021 | 0.090 | 0.074 | 0.000 | 0.072 |
| 2020 | -0.192 | 0.119 | 0.047 | 0.116 |
| 2019 | 0.106 | 0.032 | 0.026 | 0.047 |
| 2018 | -0.011 | 0.054 | 0.014 | -0.065 |
| 2017 | 0.031 | -0.009 | 0.044 | 0.053 |
| 2016 | 0.004 | 0.041 | 0.069 | 0.069 |
| 2015 | 0.026 | -0.005 | -0.051 | 0.030 |
| 2014 | 0.056 | 0.051 | -0.034 | -0.022 |
| 2013 | 0.045 | -0.002 | 0.065 | 0.086 |
| 2012 | 0.015 | -0.084 | 0.061 | 0.025 |
| 2011 | 0.049 | -0.016 | -0.096 | 0.061 |
| 2010 | 0.032 | -0.075 | 0.110 | 0.097 |
| 2009 | -0.021 | 0.100 | 0.100 | 0.034 |
| 2008 | -0.044 | 0.019 | -0.158 | -0.139 |
| 2007 | 0.030 | 0.048 | -0.001 | 0.011 |
| 2006 | -0.033 | 0.036 | 0.114 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.151 |
| 3 years | 0.109 |
| 5 years | 0.184 |
| 10 years | 0.115 |