Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.065 | 0 | — |
| 1 month | -0.067 | 0 | — |
| 3 months | -0.065 | 0 | — |
| 1 year | 0.024 | 0 | — |
| 3 years | 0.037 | 0 | — |
| 5 years | 0.103 | 0 | — |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.202 | — |
| 2023 | 0.141 | — |
| 2022 | -0.169 | — |
| 2021 | 0.201 | — |
| 2020 | 0.014 | — |
| 2019 | 0.264 | — |
| 2018 | -0.140 | — |
| 2017 | 0.044 | — |
| 2016 | 0.047 | — |
| 2015 | 0.031 | — |
| 2014 | 0.111 | — |
| 2013 | 0.124 | — |
| 2012 | 0.092 | — |
| 2011 | -0.089 | — |
| 2010 | 0.153 | — |
| 2009 | 1.310 | — |
| 2008 | -0.460 | — |
| 2007 | -0.066 | — |
| 2006 | 0.045 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.097 | 0.028 | 0.004 | 0.062 |
| 2023 | 0.034 | 0.053 | -0.008 | 0.055 |
| 2022 | -0.043 | -0.119 | -0.016 | 0.003 |
| 2021 | 0.080 | 0.045 | 0.009 | 0.055 |
| 2020 | -0.206 | 0.137 | 0.033 | 0.086 |
| 2019 | 0.145 | 0.014 | 0.025 | 0.062 |
| 2018 | -0.057 | 0.053 | 0.029 | -0.158 |
| 2017 | 0.034 | -0.025 | 0.005 | 0.031 |
| 2016 | -0.053 | -0.010 | 0.039 | 0.075 |
| 2015 | 0.124 | -0.042 | -0.115 | 0.083 |
| 2014 | 0.001 | 0.044 | 0.030 | 0.031 |
| 2013 | 0.078 | -0.021 | 0.034 | 0.030 |
| 2012 | 0.071 | -0.024 | 0.052 | -0.007 |
| 2011 | -0.029 | -0.035 | -0.097 | 0.077 |
| 2010 | 0.084 | -0.057 | 0.022 | 0.104 |
| 2009 | 0.698 | 0.166 | 0.112 | 0.050 |
| 2008 | -0.184 | -0.030 | -0.109 | -0.234 |
| 2007 | -0.006 | 0.046 | -0.037 | -0.067 |
| 2006 | 0.032 | -0.066 | 0.046 | 0.038 |
| 2005 | 0.047 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.023 |
| 5 years | 0.094 |
| 10 years | 0.031 |