Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 62 |
| 1 month | -0.043 | 0 | 62 |
| 3 months | -0.021 | 0 | 62 |
| 1 year | 0.066 | 0 | 24 |
| 3 years | 0.070 | 0 | 21 |
| 5 years | 0.154 | 0 | 20 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.183 | — |
| 2023 | 0.230 | — |
| 2022 | -0.187 | — |
| 2021 | 0.215 | — |
| 2020 | 0.150 | — |
| 2019 | 0.272 | — |
| 2018 | -0.100 | — |
| 2017 | 0.215 | — |
| 2016 | 0.069 | — |
| 2015 | -0.017 | — |
| 2014 | 0.042 | — |
| 2013 | 0.257 | — |
| 2012 | 0.148 | — |
| 2011 | -0.063 | — |
| 2010 | 0.107 | — |
| 2009 | 0.281 | — |
| 2008 | -0.414 | — |
| 2007 | 0.079 | — |
| 2006 | 0.205 | — |
| 2005 | 0.084 | — |
| 2004 | 0.135 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.086 | 0.026 | 0.061 | 0 |
| 2023 | 0.076 | 0.066 | -0.037 | 0.113 |
| 2022 | -0.054 | -0.162 | -0.064 | 0.096 |
| 2021 | 0.049 | 0.076 | -0.002 | 0.078 |
| 2020 | -0.210 | 0.190 | 0.078 | 0.135 |
| 2019 | 0.130 | 0.038 | 0.004 | 0.080 |
| 2018 | -0.015 | 0.015 | 0.047 | -0.141 |
| 2017 | 0.062 | 0.038 | 0.047 | 0.053 |
| 2016 | -0.004 | 0.008 | 0.047 | 0.016 |
| 2015 | 0.021 | 0.002 | -0.087 | 0.052 |
| 2014 | 0.011 | 0.048 | -0.023 | 0.007 |
| 2013 | 0.076 | 0.004 | 0.080 | 0.077 |
| 2012 | 0.114 | -0.053 | 0.066 | 0.021 |
| 2011 | 0.047 | 0.003 | -0.168 | 0.073 |
| 2010 | 0.030 | -0.127 | 0.133 | 0.087 |
| 2009 | -0.123 | 0.205 | 0.170 | 0.036 |
| 2008 | -0.094 | -0.020 | -0.154 | -0.220 |
| 2007 | 0.022 | 0.061 | 0.022 | -0.027 |
| 2006 | 0.063 | -0.005 | 0.056 | 0.079 |
| 2005 | -0.014 | 0.004 | 0.065 | 0.028 |
| 2004 | 0.022 | 0.007 | -0.011 | 0.115 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.038 |
| 3 years | 0.034 |
| 5 years | 0.131 |
| 10 years | 0.076 |