Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 50 |
| 1 month | 0.003 | 0 | 83 |
| 3 months | -0.003 | 0 | 37 |
| 1 year | 0.080 | 0 | 1 |
| 3 years | 0.160 | 0 | 1 |
| 5 years | 0.077 | 0 | 19 |
| 10 years | 0.107 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | — | — |
| 2022 | 0.059 | — |
| 2021 | 0.174 | — |
| 2020 | 0.121 | — |
| 2019 | 0.015 | — |
| 2018 | -0.009 | — |
| 2017 | 0.105 | — |
| 2016 | 0.376 | — |
| 2015 | 0.047 | — |
| 2014 | 0.118 | — |
| 2013 | 0.127 | — |
| 2012 | 0.123 | — |
| 2011 | -0.156 | — |
| 2010 | 0.239 | — |
| 2009 | 0.679 | — |
| 2008 | -0.368 | — |
| 2007 | 0.424 | — |
| 2006 | 0.132 | — |
| 2005 | 0.394 | — |
| 2004 | 0.131 | — |
| 2003 | 0.291 | — |
| 2002 | -0.236 | — |
| 2001 | -0.048 | — |
| 2000 | -0.372 | — |
| 1999 | 0.623 | — |
| 1998 | -0.024 | — |
| 1997 | -0.293 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 0.022 | — | — | — |
| 2022 | -0.013 | 0.006 | 0.022 | 0.044 |
| 2021 | 0.111 | 0.039 | 0.008 | 0.008 |
| 2020 | -0.264 | 0.205 | 0.090 | 0.160 |
| 2019 | 0.054 | 0.007 | -0.013 | -0.031 |
| 2018 | -0.025 | 0.015 | -0.005 | 0.007 |
| 2017 | 0.075 | -0.008 | -0.009 | 0.046 |
| 2016 | 0.065 | 0.138 | 0.087 | 0.045 |
| 2015 | 0.122 | -0.083 | -0.102 | 0.132 |
| 2014 | -0.007 | 0.034 | 0.058 | 0.029 |
| 2013 | 0.104 | -0.046 | 0.026 | 0.044 |
| 2012 | 0.108 | -0.071 | 0.044 | 0.045 |
| 2011 | -0.010 | -0.003 | -0.170 | 0.029 |
| 2010 | 0.081 | -0.032 | 0.123 | 0.054 |
| 2009 | -0.006 | 0.195 | 0.319 | 0.072 |
| 2008 | -0.179 | -0.067 | -0.125 | -0.057 |
| 2007 | 0.042 | 0.172 | 0.132 | 0.030 |
| 2006 | 0.045 | -0.046 | 0.027 | 0.105 |
| 2005 | 0.042 | 0.081 | 0.113 | 0.112 |
| 2004 | 0.088 | -0.105 | 0.075 | 0.081 |
| 2003 | -0.079 | 0.166 | 0.174 | 0.025 |
| 2002 | 0.162 | -0.142 | -0.225 | -0.011 |
| 2001 | -0.049 | 0.004 | -0.307 | 0.439 |
| 2000 | 0.003 | -0.084 | -0.174 | -0.173 |
| 1999 | 0.070 | 0.303 | -0.133 | 0.343 |
| 1998 | 0.067 | -0.276 | -0.084 | 0.380 |
| 1997 | -0.013 | 0.064 | -0.008 | -0.321 |
| 1996 | 0.065 | 0.025 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.191 |
| 5 years | 0.062 |
| 10 years | 0.093 |
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