Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.119 | 0 | 8 |
| 1 month | 0.075 | 0 | 3 |
| 3 months | 0.119 | 0 | 8 |
| 1 year | 0.238 | 0 | 3 |
| 3 years | 0.022 | 0 | 18 |
| 5 years | 0.140 | 0 | 67 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.094 | — |
| 2023 | -0.042 | — |
| 2022 | 0.138 | — |
| 2021 | -0.080 | — |
| 2020 | 0.081 | — |
| 2019 | 0.273 | — |
| 2018 | -0.204 | — |
| 2017 | -0.007 | — |
| 2016 | 0.463 | — |
| 2015 | -0.249 | — |
| 2014 | -0.082 | — |
| 2013 | -0.254 | — |
| 2012 | -0.087 | — |
| 2011 | -0.258 | — |
| 2010 | 0.200 | — |
| 2009 | 0.380 | — |
| 2008 | -0.642 | — |
| 2007 | 0.467 | — |
| 2006 | 0.296 | — |
| 2005 | 0.814 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.011 | 0.064 | 0.086 | -0.042 |
| 2023 | 0.024 | -0.109 | 0.050 | 0 |
| 2022 | 0.251 | -0.138 | 0.003 | 0.052 |
| 2021 | -0.118 | 0.052 | -0.095 | 0.094 |
| 2020 | -0.311 | 0.520 | 0.069 | -0.035 |
| 2019 | 0.146 | 0.038 | 0.037 | 0.033 |
| 2018 | -0.110 | 0.118 | -0.104 | -0.106 |
| 2017 | 0.005 | -0.140 | 0.099 | 0.046 |
| 2016 | 0.121 | 0.208 | 0.031 | 0.048 |
| 2015 | 0.047 | -0.047 | -0.241 | -0.008 |
| 2014 | 0.013 | 0.085 | -0.059 | -0.113 |
| 2013 | -0.077 | -0.215 | 0.088 | -0.053 |
| 2012 | 0.043 | -0.141 | 0.120 | -0.091 |
| 2011 | -0.040 | -0.101 | -0.188 | 0.059 |
| 2010 | 0.054 | -0.106 | 0.072 | 0.189 |
| 2009 | -0.008 | 0.084 | 0.058 | 0.213 |
| 2008 | -0.174 | 0.098 | -0.386 | -0.357 |
| 2007 | 0.105 | 0.108 | 0.060 | 0.130 |
| 2006 | 0.199 | -0.070 | -0.026 | 0.193 |
| 2005 | 0.092 | 0.175 | 0.274 | 0.110 |
| 2004 | -0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.176 |
| 3 years | 0.005 |
| 5 years | 0.128 |
| 10 years | 0.029 |