Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.089 | 0 | 13 |
| 1 month | -0.117 | 0 | 25 |
| 3 months | -0.089 | 0 | 13 |
| 1 year | -0.052 | 0 | 50 |
| 3 years | -0.086 | 0 | 98 |
| 5 years | 0.039 | 0 | 98 |
| 10 years | 0.130 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.120 | — |
| 2023 | -0.021 | — |
| 2022 | -0.360 | — |
| 2021 | -0.007 | — |
| 2020 | 0.846 | — |
| 2019 | 0.333 | — |
| 2018 | 0.032 | — |
| 2017 | 0.315 | — |
| 2016 | 0.246 | — |
| 2015 | 0.516 | — |
| 2014 | 0.265 | — |
| 2013 | 0.306 | — |
| 2012 | 0.150 | — |
| 2011 | -0.005 | — |
| 2010 | 0.217 | — |
| 2009 | 0.758 | — |
| 2008 | -0.494 | — |
| 2007 | -0.230 | — |
| 2006 | 0.027 | — |
| 2005 | 0.594 | — |
| 2004 | 0.160 | — |
| 2003 | 0.234 | — |
| 2002 | -0.662 | — |
| 2001 | -0.439 | — |
| 2000 | 0.022 | — |
| 1999 | 2.158 | — |
| 1998 | 0.026 | — |
| 1997 | 0.114 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.076 | -0.005 | 0.016 | 0.030 |
| 2023 | 0.017 | 0.012 | -0.133 | 0.096 |
| 2022 | -0.162 | -0.181 | -0.096 | 0.031 |
| 2021 | 0.020 | 0.025 | -0.014 | -0.037 |
| 2020 | -0.034 | 0.381 | 0.186 | 0.167 |
| 2019 | 0.177 | 0.030 | -0.017 | 0.119 |
| 2018 | 0.041 | 0.185 | 0.015 | -0.176 |
| 2017 | 0.116 | 0.124 | 0.033 | 0.014 |
| 2016 | -0.036 | 0.016 | 0.216 | 0.046 |
| 2015 | 0.175 | 0.098 | -0.010 | 0.187 |
| 2014 | 0.061 | 0.086 | -0.006 | 0.104 |
| 2013 | 0.097 | -0.005 | 0.098 | 0.089 |
| 2012 | 0.102 | -0.030 | 0.040 | 0.035 |
| 2011 | 0.038 | 0.049 | -0.155 | 0.081 |
| 2010 | 0.144 | -0.063 | 0.083 | 0.049 |
| 2009 | 0.166 | 0.317 | 0.065 | 0.075 |
| 2008 | -0.085 | -0.107 | -0.126 | -0.291 |
| 2007 | 0.044 | 0.012 | -0.087 | -0.201 |
| 2006 | 0.108 | -0.155 | 0.042 | 0.053 |
| 2005 | 0.118 | 0.071 | 0.155 | 0.153 |
| 2004 | 0.159 | -0.026 | -0.071 | 0.105 |
| 2003 | -0.252 | 0.137 | 0.218 | 0.191 |
| 2002 | -0.086 | -0.233 | -0.378 | -0.225 |
| 2001 | -0.202 | -0.112 | -0.327 | 0.177 |
| 2000 | 0.781 | -0.217 | 0.120 | -0.346 |
| 1999 | -0.057 | 0.031 | 0.434 | 1.266 |
| 1998 | 0.130 | 0.148 | -0.228 | 0.024 |
| 1997 | 0.178 | -0.052 | 0.019 | -0.021 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.052 |
| 3 years | -0.086 |
| 5 years | 0.039 |
| 10 years | 0.130 |