Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 12 |
| 1 month | -0.006 | 0 | 10 |
| 3 months | 0.023 | 0 | 12 |
| 1 year | 0.131 | 0 | 24 |
| 3 years | 0.089 | 0 | 32 |
| 5 years | 0.162 | 0 | 38 |
| 10 years | 0.094 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.198 | — |
| 2023 | 0.107 | — |
| 2022 | -0.014 | — |
| 2021 | 0.231 | — |
| 2020 | 0.036 | — |
| 2019 | 0.203 | — |
| 2018 | -0.031 | — |
| 2017 | 0.102 | — |
| 2016 | 0.170 | — |
| 2015 | -0.022 | — |
| 2014 | 0.028 | — |
| 2013 | 0.183 | — |
| 2012 | -0.008 | — |
| 2011 | -0.030 | — |
| 2010 | 0.140 | — |
| 2009 | 0.200 | — |
| 2008 | -0.307 | — |
| 2007 | 0.069 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.083 | 0.004 | 0.057 | 0.041 |
| 2023 | 0.028 | 0.020 | -0.006 | 0.063 |
| 2022 | 0.036 | -0.102 | -0.016 | 0.077 |
| 2021 | 0.084 | 0.069 | -0.005 | 0.067 |
| 2020 | -0.196 | 0.113 | 0.042 | 0.111 |
| 2019 | 0.100 | 0.027 | 0.021 | 0.042 |
| 2018 | -0.015 | 0.048 | 0.009 | -0.069 |
| 2017 | 0.026 | -0.014 | 0.039 | 0.048 |
| 2016 | -0.001 | 0.036 | 0.063 | 0.063 |
| 2015 | 0.021 | -0.010 | -0.056 | 0.025 |
| 2014 | 0.050 | 0.046 | -0.039 | -0.027 |
| 2013 | 0.040 | -0.007 | 0.060 | 0.080 |
| 2012 | 0.010 | -0.088 | 0.056 | 0.020 |
| 2011 | 0.044 | -0.021 | -0.101 | 0.056 |
| 2010 | 0.027 | -0.079 | 0.105 | 0.091 |
| 2009 | -0.026 | 0.095 | 0.094 | 0.028 |
| 2008 | -0.049 | 0.014 | -0.162 | -0.143 |
| 2007 | 0.025 | 0.043 | -0.006 | 0.006 |
| 2006 | -0.037 | 0.031 | 0.108 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.131 |
| 3 years | 0.089 |
| 5 years | 0.162 |
| 10 years | 0.094 |