Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.068 | 0 | — |
| 1 month | -0.069 | 0 | — |
| 3 months | -0.068 | 0 | — |
| 1 year | 0.029 | 0 | — |
| 3 years | 0.044 | 0 | — |
| 5 years | 0.111 | 0 | — |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.215 | — |
| 2023 | 0.157 | — |
| 2022 | -0.169 | — |
| 2021 | 0.218 | — |
| 2020 | 0.018 | — |
| 2019 | 0.277 | — |
| 2018 | -0.135 | — |
| 2017 | 0.046 | — |
| 2016 | 0.053 | — |
| 2015 | 0.051 | — |
| 2014 | 0.122 | — |
| 2013 | 0.159 | — |
| 2012 | 0.102 | — |
| 2011 | -0.075 | — |
| 2010 | 0.150 | — |
| 2009 | 0.251 | — |
| 2008 | -0.448 | — |
| 2007 | -0.070 | — |
| 2006 | 0.043 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.100 | 0.030 | 0.004 | 0.068 |
| 2023 | 0.039 | 0.059 | -0.007 | 0.059 |
| 2022 | -0.044 | -0.121 | -0.013 | 0.001 |
| 2021 | 0.078 | 0.051 | 0.014 | 0.060 |
| 2020 | -0.203 | 0.138 | 0.035 | 0.085 |
| 2019 | 0.149 | 0.018 | 0.027 | 0.063 |
| 2018 | -0.057 | 0.060 | 0.033 | -0.161 |
| 2017 | 0.032 | -0.024 | 0.007 | 0.031 |
| 2016 | -0.056 | -0.012 | 0.039 | 0.086 |
| 2015 | 0.129 | -0.042 | -0.106 | 0.087 |
| 2014 | 0.007 | 0.042 | 0.030 | 0.038 |
| 2013 | 0.086 | -0.010 | 0.038 | 0.039 |
| 2012 | 0.072 | -0.020 | 0.055 | -0.006 |
| 2011 | -0.023 | -0.033 | -0.092 | 0.079 |
| 2010 | 0.083 | -0.065 | 0.023 | 0.110 |
| 2009 | -0.074 | 0.161 | 0.107 | 0.051 |
| 2008 | -0.174 | -0.029 | -0.106 | -0.230 |
| 2007 | -0.004 | 0.041 | -0.041 | -0.065 |
| 2006 | 0.031 | -0.065 | 0.045 | 0.036 |
| 2005 | 0.051 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.030 |
| 5 years | 0.102 |
| 10 years | 0.039 |