Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 75 |
| 1 month | -0.025 | 0 | 69 |
| 3 months | -0.021 | 0 | 75 |
| 1 year | 0.003 | 0 | 81 |
| 3 years | -0.006 | 0 | 76 |
| 5 years | 0.057 | 0 | 64 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.083 | — |
| 2023 | 0.019 | — |
| 2022 | -0.173 | — |
| 2021 | -0.004 | — |
| 2020 | 0.194 | — |
| 2019 | 0.080 | — |
| 2018 | -0.114 | — |
| 2017 | 0.197 | — |
| 2016 | 0.322 | — |
| 2015 | -0.058 | — |
| 2014 | 0.053 | — |
| 2013 | -0.024 | — |
| 2012 | 0.144 | — |
| 2011 | -0.214 | — |
| 2010 | 0.252 | — |
| 2009 | 0.488 | — |
| 2008 | -0.416 | — |
| 2007 | 0.441 | — |
| 2006 | 0.214 | — |
| 2005 | 0.499 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.057 | 0.019 | 0.004 | 0.002 |
| 2023 | 0.022 | -0.013 | -0.011 | 0.021 |
| 2022 | -0.088 | -0.048 | -0.027 | -0.021 |
| 2021 | 0.020 | 0.068 | -0.074 | -0.014 |
| 2020 | -0.196 | 0.247 | 0.052 | 0.131 |
| 2019 | 0.030 | 0.066 | -0.048 | 0.033 |
| 2018 | -0.043 | -0.029 | -0.019 | -0.028 |
| 2017 | 0.113 | -0.013 | 0.025 | 0.064 |
| 2016 | 0.098 | 0.094 | 0.101 | 0.000 |
| 2015 | 0.054 | -0.053 | -0.079 | 0.024 |
| 2014 | -0.040 | 0.056 | 0.023 | 0.015 |
| 2013 | 0.059 | -0.095 | -0.011 | 0.031 |
| 2012 | 0.111 | -0.077 | 0.055 | 0.058 |
| 2011 | -0.029 | -0.015 | -0.216 | 0.048 |
| 2010 | 0.089 | -0.090 | 0.122 | 0.126 |
| 2009 | -0.015 | 0.137 | 0.229 | 0.081 |
| 2008 | -0.136 | 0.033 | -0.263 | -0.113 |
| 2007 | 0.020 | 0.157 | 0.156 | 0.056 |
| 2006 | 0.130 | -0.104 | 0.026 | 0.168 |
| 2005 | 0.033 | 0.116 | 0.194 | 0.089 |
| 2004 | -0.103 | 0.086 | 0.070 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.047 |
| 3 years | -0.023 |
| 5 years | 0.047 |
| 10 years | 0.032 |