Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.065 | 0 | — |
| 1 month | -0.066 | 0 | — |
| 3 months | -0.065 | 0 | — |
| 1 year | 0.025 | 0 | — |
| 3 years | 0.038 | 0 | — |
| 5 years | 0.102 | 0 | — |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.202 | — |
| 2023 | 0.144 | — |
| 2022 | -0.165 | — |
| 2021 | 0.203 | — |
| 2020 | 0.012 | — |
| 2019 | 0.255 | — |
| 2018 | -0.133 | — |
| 2017 | 0.034 | — |
| 2016 | 0.042 | — |
| 2015 | 0.039 | — |
| 2014 | 0.118 | — |
| 2013 | 0.142 | — |
| 2012 | 0.091 | — |
| 2011 | -0.074 | — |
| 2010 | 0.129 | — |
| 2009 | 0.207 | — |
| 2008 | -0.404 | — |
| 2007 | -0.063 | — |
| 2006 | 0.047 | — |
| 2005 | 0.216 | — |
| 2004 | 0.037 | — |
| 2003 | 0.025 | — |
| 2002 | -0.309 | — |
| 2001 | -0.130 | — |
| 2000 | -0.040 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.096 | 0.027 | 0.003 | 0.064 |
| 2023 | 0.034 | 0.055 | -0.006 | 0.055 |
| 2022 | -0.040 | -0.119 | -0.012 | -0.001 |
| 2021 | 0.076 | 0.045 | 0.013 | 0.057 |
| 2020 | -0.196 | 0.130 | 0.032 | 0.079 |
| 2019 | 0.140 | 0.014 | 0.026 | 0.059 |
| 2018 | -0.056 | 0.056 | 0.029 | -0.155 |
| 2017 | 0.028 | -0.025 | 0.004 | 0.028 |
| 2016 | -0.055 | -0.010 | 0.034 | 0.077 |
| 2015 | 0.118 | -0.040 | -0.105 | 0.083 |
| 2014 | 0.003 | 0.042 | 0.031 | 0.037 |
| 2013 | 0.080 | -0.012 | 0.033 | 0.035 |
| 2012 | 0.067 | -0.020 | 0.050 | -0.006 |
| 2011 | -0.023 | -0.032 | -0.086 | 0.072 |
| 2010 | 0.072 | -0.060 | 0.020 | 0.098 |
| 2009 | -0.083 | 0.143 | 0.100 | 0.047 |
| 2008 | -0.160 | -0.034 | -0.092 | -0.192 |
| 2007 | -0.002 | 0.037 | -0.034 | -0.063 |
| 2006 | 0.030 | -0.065 | 0.048 | 0.037 |
| 2005 | 0.026 | 0.079 | 0.053 | 0.043 |
| 2004 | 0.061 | 0.004 | -0.033 | 0.007 |
| 2003 | -0.083 | 0.073 | 0.026 | 0.016 |
| 2002 | 0.007 | -0.195 | -0.141 | -0.008 |
| 2001 | -0.083 | 0.062 | -0.230 | 0.161 |
| 2000 | 0.061 | -0.032 | 0.042 | -0.103 |
| 1999 | 0.198 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.024 |
| 5 years | 0.093 |
| 10 years | 0.032 |