Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | — |
| 1 month | 0.021 | 0 | — |
| 3 months | 0.033 | 0 | — |
| 1 year | 0.145 | 0 | — |
| 3 years | 0.042 | 0 | — |
| 5 years | 0.004 | 0 | — |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.128 | — |
| 2023 | 0.058 | — |
| 2022 | -0.128 | — |
| 2021 | 0.049 | — |
| 2020 | -0.052 | — |
| 2019 | 0.153 | — |
| 2018 | -0.035 | — |
| 2017 | -0.036 | — |
| 2016 | 0.126 | — |
| 2015 | 0.082 | — |
| 2014 | 0.137 | — |
| 2013 | -0.100 | — |
| 2012 | 0.155 | — |
| 2011 | 0.036 | — |
| 2010 | 0.184 | — |
| 2009 | 0.266 | — |
| 2008 | -0.178 | — |
| 2007 | -0.037 | — |
| 2006 | 0.002 | — |
| 2005 | 0.206 | — |
| 2004 | 0.003 | — |
| 2003 | -0.014 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.038 | 0.017 | 0.015 | 0.054 |
| 2023 | -0.010 | 0.016 | 0.009 | 0.042 |
| 2022 | -0.074 | -0.067 | 0.037 | -0.026 |
| 2021 | -0.005 | 0.026 | 0.010 | 0.018 |
| 2020 | -0.150 | 0.111 | -0.020 | 0.024 |
| 2019 | 0.079 | 0.023 | 0.036 | 0.008 |
| 2018 | -0.057 | 0.010 | -0.003 | 0.015 |
| 2017 | 0.002 | -0.017 | -0.019 | -0.002 |
| 2016 | 0.004 | 0.056 | 0.035 | 0.027 |
| 2015 | 0.115 | -0.020 | -0.051 | 0.043 |
| 2014 | 0.002 | 0.063 | 0.047 | 0.018 |
| 2013 | 0.012 | -0.099 | -0.003 | -0.011 |
| 2012 | 0.040 | 0.064 | 0.028 | 0.016 |
| 2011 | -0.055 | 0.009 | 0.011 | 0.075 |
| 2010 | 0.113 | 0.085 | -0.038 | 0.018 |
| 2009 | 0.060 | 0.077 | 0.077 | 0.030 |
| 2008 | -0.045 | -0.004 | -0.026 | -0.112 |
| 2007 | -0.002 | -0.011 | -0.028 | 0.004 |
| 2006 | 0.006 | -0.085 | 0.057 | 0.029 |
| 2005 | 0.029 | 0.110 | 0.031 | 0.024 |
| 2004 | 0.043 | -0.060 | 0.061 | -0.035 |
| 2003 | 0.008 | 0.018 | -0.002 | -0.037 |
| 2002 | -0.121 | -0.001 | 0.050 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.145 |
| 3 years | 0.042 |
| 5 years | 0.004 |
| 10 years | 0.026 |