Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.049 | 0 | 60 |
| 1 month | -0.063 | 0 | 52 |
| 3 months | -0.049 | 0 | 60 |
| 1 year | -0.004 | 0 | 75 |
| 3 years | 0.036 | 0 | 79 |
| 5 years | 0.115 | 0 | 56 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.132 | — |
| 2023 | 0.129 | — |
| 2022 | -0.111 | — |
| 2021 | 0.158 | — |
| 2020 | 0.169 | — |
| 2019 | 0.213 | — |
| 2018 | -0.072 | — |
| 2017 | 0.161 | — |
| 2016 | 0.268 | — |
| 2015 | 0.100 | — |
| 2014 | 0.138 | — |
| 2013 | 0.279 | — |
| 2012 | 0.137 | — |
| 2011 | -0.192 | — |
| 2010 | 0.175 | — |
| 2009 | 0.301 | — |
| 2008 | -0.369 | — |
| 2007 | 0.130 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.081 | 0.020 | -0.013 | 0.040 |
| 2023 | 0.021 | 0.048 | -0.010 | 0.066 |
| 2022 | -0.029 | -0.105 | 0.006 | 0.017 |
| 2021 | 0.048 | 0.029 | 0.024 | 0.049 |
| 2020 | -0.153 | 0.211 | 0.022 | 0.115 |
| 2019 | 0.083 | 0.068 | 0.027 | 0.022 |
| 2018 | -0.048 | 0.057 | 0.064 | -0.133 |
| 2017 | 0.065 | 0.003 | 0.024 | 0.061 |
| 2016 | -0.003 | 0.038 | 0.125 | 0.090 |
| 2015 | 0.097 | -0.026 | -0.082 | 0.121 |
| 2014 | 0.010 | 0.021 | 0.037 | 0.065 |
| 2013 | 0.181 | 0.025 | 0.001 | 0.055 |
| 2012 | 0.128 | -0.058 | 0.047 | 0.023 |
| 2011 | 0.004 | -0.051 | -0.177 | 0.030 |
| 2010 | 0.111 | -0.123 | 0.058 | 0.140 |
| 2009 | -0.066 | 0.117 | 0.195 | 0.044 |
| 2008 | -0.120 | 0.049 | -0.222 | -0.121 |
| 2007 | 0.036 | 0.024 | 0.036 | 0.028 |
| 2006 | 0.053 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.004 |
| 3 years | 0.036 |
| 5 years | 0.115 |
| 10 years | 0.093 |