Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.062 | 0 | 64 |
| 1 month | -0.073 | 0 | 45 |
| 3 months | -0.062 | 0 | 64 |
| 1 year | 0.046 | 0 | 46 |
| 3 years | 0.047 | 0 | 70 |
| 5 years | 0.134 | 0 | 48 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.225 | — |
| 2023 | 0.145 | — |
| 2022 | -0.161 | — |
| 2021 | 0.265 | — |
| 2020 | 0.052 | — |
| 2019 | 0.294 | — |
| 2018 | -0.092 | — |
| 2017 | 0.061 | — |
| 2016 | 0.083 | — |
| 2015 | 0.085 | — |
| 2014 | 0.162 | — |
| 2013 | 0.177 | — |
| 2012 | 0.117 | — |
| 2011 | -0.092 | — |
| 2010 | 0.207 | — |
| 2009 | 0.336 | — |
| 2008 | -0.452 | — |
| 2007 | 0.009 | — |
| 2006 | 0.061 | — |
| 2005 | 0.255 | — |
| 2004 | 0.061 | — |
| 2003 | 0.138 | — |
| 2002 | -0.251 | — |
| 2001 | -0.216 | — |
| 2000 | -0.205 | — |
| 1999 | 0.467 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.098 | 0.029 | 0.019 | 0.064 |
| 2023 | 0.032 | 0.056 | -0.007 | 0.058 |
| 2022 | -0.038 | -0.112 | -0.006 | -0.012 |
| 2021 | 0.098 | 0.057 | 0.012 | 0.076 |
| 2020 | -0.216 | 0.161 | 0.050 | 0.100 |
| 2019 | 0.148 | 0.020 | 0.038 | 0.064 |
| 2018 | -0.039 | 0.065 | 0.035 | -0.142 |
| 2017 | 0.036 | -0.015 | 0.002 | 0.037 |
| 2016 | -0.057 | -0.001 | 0.071 | 0.073 |
| 2015 | 0.146 | -0.006 | -0.125 | 0.089 |
| 2014 | 0.003 | 0.052 | 0.048 | 0.050 |
| 2013 | 0.093 | -0.021 | 0.056 | 0.041 |
| 2012 | 0.106 | -0.034 | 0.056 | -0.010 |
| 2011 | -0.036 | -0.031 | -0.098 | 0.078 |
| 2010 | 0.090 | -0.005 | -0.011 | 0.126 |
| 2009 | -0.005 | 0.125 | 0.129 | 0.057 |
| 2008 | -0.175 | -0.032 | -0.083 | -0.251 |
| 2007 | 0.018 | 0.058 | -0.020 | -0.045 |
| 2006 | 0.051 | -0.098 | 0.046 | 0.069 |
| 2005 | 0.031 | 0.087 | 0.069 | 0.048 |
| 2004 | 0.066 | -0.005 | -0.029 | 0.030 |
| 2003 | -0.056 | 0.118 | 0.035 | 0.041 |
| 2002 | 0.025 | -0.160 | -0.125 | -0.006 |
| 2001 | -0.123 | -0.004 | -0.221 | 0.153 |
| 2000 | 0.167 | -0.124 | -0.017 | -0.209 |
| 1999 | 0.098 | 0.059 | 0.008 | 0.252 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.033 |
| 5 years | 0.125 |
| 10 years | 0.061 |