Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 90 |
| 1 month | -0.050 | 0 | 90 |
| 3 months | -0.037 | 0 | 90 |
| 1 year | 0.016 | 0 | 74 |
| 3 years | 0.008 | 0 | 76 |
| 5 years | 0.054 | 0 | 46 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.086 | — |
| 2023 | 0.091 | — |
| 2022 | -0.149 | — |
| 2021 | 0.110 | — |
| 2020 | 0.056 | — |
| 2019 | 0.152 | — |
| 2018 | -0.044 | — |
| 2017 | 0.051 | — |
| 2016 | 0.041 | — |
| 2015 | 0.048 | — |
| 2014 | 0.036 | — |
| 2013 | 0.031 | — |
| 2012 | 0.103 | — |
| 2011 | -0.061 | — |
| 2010 | 0.108 | — |
| 2009 | 0.197 | — |
| 2008 | -0.304 | — |
| 2007 | 0.039 | — |
| 2006 | 0.059 | — |
| 2005 | 0.169 | — |
| 2004 | 0.068 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.029 | 0.007 | 0.029 | 0.018 |
| 2023 | 0.028 | 0.016 | -0.026 | 0.072 |
| 2022 | -0.053 | -0.082 | -0.026 | 0.005 |
| 2021 | 0.037 | 0.031 | 0.008 | 0.029 |
| 2020 | -0.128 | 0.093 | 0.041 | 0.064 |
| 2019 | 0.077 | 0.019 | 0.021 | 0.029 |
| 2018 | -0.030 | 0.019 | 0.025 | -0.057 |
| 2017 | 0.027 | -0.007 | 0.010 | 0.020 |
| 2016 | -0.019 | 0.013 | 0.023 | 0.025 |
| 2015 | 0.098 | -0.033 | -0.051 | 0.040 |
| 2014 | 0.010 | 0.029 | -0.008 | 0.005 |
| 2013 | 0.011 | -0.030 | 0.037 | 0.014 |
| 2012 | 0.066 | -0.028 | 0.040 | 0.023 |
| 2011 | 0.015 | -0.004 | -0.106 | 0.039 |
| 2010 | 0.041 | -0.039 | 0.069 | 0.036 |
| 2009 | -0.047 | 0.101 | 0.096 | 0.042 |
| 2008 | -0.087 | 0.009 | -0.082 | -0.177 |
| 2007 | 0.017 | 0.031 | 0.000 | -0.008 |
| 2006 | 0.043 | -0.052 | 0.023 | 0.046 |
| 2005 | 0.028 | 0.065 | 0.042 | 0.026 |
| 2004 | 0.041 | 0.002 | -0.008 | 0.032 |
| 2003 | 0.035 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.008 |
| 5 years | 0.054 |
| 10 years | 0.027 |