Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.098 | 0 | 86 |
| 1 month | -0.077 | 0 | 52 |
| 3 months | -0.098 | 0 | 86 |
| 1 year | -0.106 | 0 | 97 |
| 3 years | -0.007 | 0 | 92 |
| 5 years | 0.079 | 0 | 82 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.065 | — |
| 2023 | 0.107 | — |
| 2022 | -0.176 | — |
| 2021 | 0.211 | — |
| 2020 | 0.141 | — |
| 2019 | 0.196 | — |
| 2018 | -0.057 | — |
| 2017 | 0.130 | — |
| 2016 | 0.305 | — |
| 2015 | -0.105 | — |
| 2014 | 0.058 | — |
| 2013 | 0.089 | — |
| 2012 | 0.087 | — |
| 2011 | -0.092 | — |
| 2010 | 0.147 | — |
| 2009 | 0.257 | — |
| 2008 | -0.208 | — |
| 2007 | 0.100 | — |
| 2006 | 0.101 | — |
| 2005 | 0.295 | — |
| 2004 | 0.125 | — |
| 2003 | 0.201 | — |
| 2002 | -0.224 | — |
| 2001 | -0.202 | — |
| 2000 | -0.103 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.074 | -0.005 | -0.033 | 0.030 |
| 2023 | 0.004 | 0.055 | -0.033 | 0.081 |
| 2022 | -0.104 | -0.135 | 0.022 | 0.041 |
| 2021 | 0.018 | 0.071 | 0.028 | 0.080 |
| 2020 | -0.171 | 0.198 | 0.065 | 0.080 |
| 2019 | 0.074 | 0.071 | 0.008 | 0.032 |
| 2018 | -0.048 | 0.052 | 0.029 | -0.084 |
| 2017 | 0.059 | 0.006 | 0.009 | 0.050 |
| 2016 | 0.054 | 0.089 | 0.095 | 0.038 |
| 2015 | 0.056 | -0.066 | -0.128 | 0.040 |
| 2014 | 0.019 | 0.040 | 0.005 | -0.007 |
| 2013 | 0.112 | -0.023 | 0.014 | -0.011 |
| 2012 | 0.060 | -0.051 | 0.053 | 0.026 |
| 2011 | -0.014 | -0.002 | -0.133 | 0.065 |
| 2010 | 0.069 | -0.087 | 0.057 | 0.113 |
| 2009 | -0.122 | 0.109 | 0.228 | 0.051 |
| 2008 | -0.073 | -0.004 | -0.109 | -0.037 |
| 2007 | 0.027 | 0.042 | -0.010 | 0.037 |
| 2006 | 0.072 | -0.051 | 0.048 | 0.032 |
| 2005 | 0.028 | 0.049 | 0.134 | 0.060 |
| 2004 | 0.027 | 0.031 | 0.005 | 0.057 |
| 2003 | -0.043 | 0.133 | 0.047 | 0.059 |
| 2002 | 0.022 | -0.109 | -0.165 | 0.021 |
| 2001 | -0.121 | 0.029 | -0.206 | 0.111 |
| 2000 | 0.048 | -0.013 | 0.016 | -0.146 |
| 1999 | -0.019 | 0.225 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.106 |
| 3 years | -0.007 |
| 5 years | 0.079 |
| 10 years | 0.055 |