Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 6 |
| 1 month | -0.019 | 0 | 11 |
| 3 months | 0.013 | 0 | 6 |
| 1 year | 0.021 | 0 | 19 |
| 3 years | 0.003 | 0 | 95 |
| 5 years | 0.034 | 0 | 97 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.116 | — |
| 2023 | -0.009 | — |
| 2022 | -0.230 | — |
| 2021 | -0.037 | — |
| 2020 | 0.234 | — |
| 2019 | 0.278 | — |
| 2018 | -0.087 | — |
| 2017 | 0.157 | — |
| 2016 | 0.147 | — |
| 2015 | 0.275 | — |
| 2014 | 0.044 | — |
| 2013 | 0.257 | — |
| 2012 | 0.084 | — |
| 2011 | -0.073 | — |
| 2010 | 0.221 | — |
| 2009 | -0.015 | — |
| 2008 | -0.285 | — |
| 2007 | -0.144 | — |
| 2006 | -0.169 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.107 | -0.031 | -0.003 | 0.044 |
| 2023 | 0.022 | 0.004 | -0.047 | 0.013 |
| 2022 | -0.145 | -0.141 | 0.040 | 0.008 |
| 2021 | 0.002 | -0.029 | 0.059 | -0.065 |
| 2020 | -0.132 | 0.178 | 0.096 | 0.101 |
| 2019 | 0.121 | 0.004 | 0.063 | 0.068 |
| 2018 | 0.008 | 0.055 | 0.041 | -0.175 |
| 2017 | 0.061 | -0.001 | 0.021 | 0.070 |
| 2016 | -0.029 | 0.075 | 0.081 | 0.016 |
| 2015 | 0.267 | -0.004 | -0.101 | 0.124 |
| 2014 | -0.051 | 0.071 | 0.040 | -0.013 |
| 2013 | 0.163 | 0.039 | 0.036 | 0.005 |
| 2012 | 0.074 | 0.003 | -0.003 | 0.009 |
| 2011 | -0.081 | 0.007 | 0.010 | -0.008 |
| 2010 | 0.137 | 0.003 | -0.047 | 0.122 |
| 2009 | -0.178 | 0.144 | 0.052 | -0.004 |
| 2008 | -0.154 | 0.027 | -0.108 | -0.078 |
| 2007 | -0.014 | -0.023 | -0.049 | -0.066 |
| 2006 | -0.019 | -0.123 | -0.004 | -0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.003 |
| 5 years | 0.034 |
| 10 years | 0.048 |