Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 99 |
| 1 month | -0.049 | 0 | 88 |
| 3 months | -0.001 | 0 | 63 |
| 1 year | 0.189 | 0 | 14 |
| 3 years | 0.128 | 0 | 13 |
| 5 years | 0.141 | 0 | 17 |
| 10 years | 0.092 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.356 | — |
| 2023 | 0.306 | — |
| 2022 | -0.275 | — |
| 2021 | 0.328 | — |
| 2020 | 0.099 | — |
| 2019 | 0.318 | — |
| 2018 | -0.107 | — |
| 2017 | 0.121 | — |
| 2016 | 0.047 | — |
| 2015 | 0.079 | — |
| 2014 | 0.179 | — |
| 2013 | 0.213 | — |
| 2012 | 0.130 | — |
| 2011 | -0.079 | — |
| 2010 | 0.180 | — |
| 2009 | 0.342 | — |
| 2008 | -0.383 | — |
| 2007 | -0.005 | — |
| 2006 | 0.118 | — |
| 2005 | 0.272 | — |
| 2004 | 0.023 | — |
| 2003 | 0.124 | — |
| 2002 | -0.356 | — |
| 2001 | -0.115 | — |
| 2000 | -0.039 | — |
| 1999 | 0.507 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.130 | 0.085 | -0.024 | 0.133 |
| 2023 | 0.100 | 0.109 | -0.013 | 0.085 |
| 2022 | -0.094 | -0.160 | 0.005 | -0.051 |
| 2021 | 0.041 | 0.097 | 0.037 | 0.122 |
| 2020 | -0.181 | 0.192 | 0.047 | 0.075 |
| 2019 | 0.143 | 0.021 | 0.046 | 0.079 |
| 2018 | -0.054 | 0.075 | 0.054 | -0.167 |
| 2017 | 0.076 | -0.002 | 0.000 | 0.045 |
| 2016 | -0.076 | 0.001 | 0.052 | 0.076 |
| 2015 | 0.148 | -0.039 | -0.121 | 0.112 |
| 2014 | -0.005 | 0.057 | 0.052 | 0.066 |
| 2013 | 0.102 | 0.000 | 0.044 | 0.055 |
| 2012 | 0.095 | -0.017 | 0.055 | -0.006 |
| 2011 | -0.033 | -0.026 | -0.121 | 0.111 |
| 2010 | 0.096 | -0.034 | 0.005 | 0.109 |
| 2009 | -0.032 | 0.167 | 0.121 | 0.060 |
| 2008 | -0.165 | 0.003 | -0.083 | -0.197 |
| 2007 | 0.009 | 0.070 | -0.043 | -0.037 |
| 2006 | 0.056 | -0.051 | 0.060 | 0.053 |
| 2005 | 0.028 | 0.084 | 0.079 | 0.058 |
| 2004 | 0.062 | -0.013 | -0.024 | -0.001 |
| 2003 | -0.076 | 0.101 | 0.039 | 0.064 |
| 2002 | -0.016 | -0.203 | -0.175 | -0.005 |
| 2001 | -0.112 | 0.095 | -0.230 | 0.181 |
| 2000 | 0.056 | -0.031 | 0.075 | -0.127 |
| 1999 | 0.131 | 0.110 | -0.032 | 0.239 |
| 1998 | -0.223 | 0.167 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.144 |
| 3 years | 0.113 |
| 5 years | 0.132 |
| 10 years | 0.088 |