Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | 93 |
| 1 month | -0.054 | 0 | 94 |
| 3 months | -0.041 | 0 | 93 |
| 1 year | 0.011 | 0 | 81 |
| 3 years | 0.024 | 0 | — |
| 5 years | 0.041 | 0 | — |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.112 | — |
| 2023 | 0.120 | — |
| 2022 | -0.163 | — |
| 2021 | 0.068 | — |
| 2020 | 0.054 | — |
| 2019 | 0.228 | — |
| 2018 | 0.002 | — |
| 2017 | 0.120 | — |
| 2016 | 0.043 | — |
| 2015 | 0.154 | — |
| 2014 | 0.016 | — |
| 2013 | 0.157 | — |
| 2012 | 0.162 | — |
| 2011 | -0.073 | — |
| 2010 | 0.113 | — |
| 2009 | 0.220 | — |
| 2008 | -0.374 | — |
| 2007 | 0.066 | — |
| 2006 | 0.158 | — |
| 2005 | 0.265 | — |
| 2004 | 0.084 | — |
| 2003 | 0.178 | — |
| 2002 | -0.314 | — |
| 2001 | -0.146 | — |
| 2000 | -0.107 | — |
| 1999 | 0.466 | — |
| 1998 | 0.250 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.054 | 0.016 | 0.015 | 0.023 |
| 2023 | 0.033 | 0.029 | 0.002 | 0.051 |
| 2022 | -0.068 | -0.081 | -0.037 | 0.014 |
| 2021 | 0.013 | 0.030 | 0.002 | 0.022 |
| 2020 | -0.082 | 0.072 | 0.031 | 0.039 |
| 2019 | 0.137 | 0.039 | 0.033 | 0.006 |
| 2018 | -0.051 | 0.093 | 0.082 | -0.107 |
| 2017 | 0.059 | 0.020 | 0.020 | 0.017 |
| 2016 | -0.062 | 0.049 | 0.041 | 0.019 |
| 2015 | 0.149 | -0.027 | -0.032 | 0.067 |
| 2014 | 0.002 | 0.025 | -0.002 | -0.008 |
| 2013 | 0.052 | -0.026 | 0.085 | 0.041 |
| 2012 | 0.087 | -0.043 | 0.065 | 0.049 |
| 2011 | -0.002 | 0.009 | -0.160 | 0.096 |
| 2010 | 0.041 | -0.043 | 0.052 | 0.063 |
| 2009 | -0.093 | 0.129 | 0.128 | 0.056 |
| 2008 | -0.149 | -0.020 | -0.098 | -0.168 |
| 2007 | 0.028 | 0.067 | -0.022 | -0.006 |
| 2006 | 0.078 | -0.035 | 0.058 | 0.051 |
| 2005 | 0.050 | 0.070 | 0.086 | 0.038 |
| 2004 | 0.024 | 0.023 | -0.008 | 0.043 |
| 2003 | -0.077 | 0.139 | 0.016 | 0.103 |
| 2002 | 0.038 | -0.154 | -0.223 | 0.006 |
| 2001 | -0.117 | 0.032 | -0.197 | 0.168 |
| 2000 | 0.179 | -0.086 | -0.030 | -0.146 |
| 1999 | 0.061 | 0.033 | -0.027 | 0.375 |
| 1998 | 0.230 | 0.069 | -0.202 | 0.192 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.013 |
| 5 years | 0.035 |
| 10 years | 0.046 |