Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | 39 |
| 1 month | -0.031 | 0 | 40 |
| 3 months | 0.032 | 0 | 39 |
| 1 year | -0.060 | 0 | 67 |
| 3 years | -0.007 | 0 | 53 |
| 5 years | 0.082 | 0 | 26 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.018 | — |
| 2023 | 0.035 | — |
| 2022 | -0.086 | — |
| 2021 | 0.119 | — |
| 2020 | 0.244 | — |
| 2019 | 0.222 | — |
| 2018 | 0.033 | — |
| 2017 | 0.209 | — |
| 2016 | -0.148 | — |
| 2015 | 0.029 | — |
| 2014 | 0.231 | — |
| 2013 | 0.624 | — |
| 2012 | 0.232 | — |
| 2011 | 0.139 | — |
| 2010 | 0.068 | — |
| 2009 | 0.213 | — |
| 2008 | -0.250 | — |
| 2007 | 0.048 | — |
| 2006 | 0.121 | — |
| 2005 | 0.062 | — |
| 2004 | 0.061 | — |
| 2003 | 0.211 | — |
| 2002 | -0.202 | — |
| 2001 | -0.132 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.078 | 0.000 | 0.032 | -0.117 |
| 2023 | -0.007 | 0.017 | -0.038 | 0.066 |
| 2022 | -0.021 | -0.103 | -0.015 | 0.056 |
| 2021 | -0.007 | 0.084 | -0.004 | 0.043 |
| 2020 | -0.103 | 0.172 | 0.080 | 0.096 |
| 2019 | 0.089 | 0.007 | -0.032 | 0.151 |
| 2018 | -0.022 | 0.071 | 0.119 | -0.119 |
| 2017 | 0.098 | 0.060 | 0.032 | 0.007 |
| 2016 | -0.127 | 0.025 | 0.008 | -0.056 |
| 2015 | 0.069 | 0.030 | -0.123 | 0.066 |
| 2014 | 0.059 | 0.040 | 0.054 | 0.060 |
| 2013 | 0.187 | 0.076 | 0.164 | 0.093 |
| 2012 | 0.127 | 0.012 | 0.100 | -0.019 |
| 2011 | 0.051 | 0.124 | -0.153 | 0.138 |
| 2010 | 0.017 | -0.111 | 0.121 | 0.054 |
| 2009 | -0.077 | 0.110 | 0.125 | 0.052 |
| 2008 | -0.121 | 0.014 | -0.059 | -0.105 |
| 2007 | 0.022 | 0.023 | -0.003 | 0.006 |
| 2006 | 0.046 | -0.027 | 0.079 | 0.021 |
| 2005 | -0.022 | 0.041 | 0.029 | 0.013 |
| 2004 | -0.004 | 0.031 | -0.026 | 0.061 |
| 2003 | 0.003 | 0.131 | -0.019 | 0.088 |
| 2002 | -0.021 | -0.109 | -0.114 | 0.032 |
| 2001 | -0.159 | 0.017 | 0.006 | 0.008 |
| 2000 | 0.027 | 0.072 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.060 |
| 3 years | -0.007 |
| 5 years | 0.082 |
| 10 years | 0.053 |