Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 35 |
| 1 month | -0.048 | 0 | 42 |
| 3 months | -0.017 | 0 | 35 |
| 1 year | 0.042 | 0 | 29 |
| 3 years | 0.033 | 0 | 46 |
| 5 years | 0.094 | 0 | 37 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.131 | — |
| 2023 | 0.101 | — |
| 2022 | -0.153 | — |
| 2021 | 0.203 | — |
| 2020 | 0.041 | — |
| 2019 | 0.219 | — |
| 2018 | -0.132 | — |
| 2017 | 0.092 | — |
| 2016 | 0.032 | — |
| 2015 | 0.044 | — |
| 2014 | 0.088 | — |
| 2013 | 0.129 | — |
| 2012 | 0.128 | — |
| 2011 | -0.103 | — |
| 2010 | 0.110 | — |
| 2009 | 0.236 | — |
| 2008 | -0.345 | — |
| 2007 | 0.028 | — |
| 2006 | 0.126 | — |
| 2005 | 0.273 | — |
| 2004 | 0.066 | — |
| 2003 | 0.097 | — |
| 2002 | -0.244 | — |
| 2001 | -0.188 | — |
| 2000 | -0.123 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.067 | 0.017 | 0.021 | 0.021 |
| 2023 | 0.040 | 0.019 | -0.025 | 0.065 |
| 2022 | -0.061 | -0.086 | -0.035 | 0.022 |
| 2021 | 0.058 | 0.053 | 0.005 | 0.074 |
| 2020 | -0.173 | 0.138 | 0.038 | 0.066 |
| 2019 | 0.119 | 0.016 | 0.013 | 0.059 |
| 2018 | -0.050 | 0.037 | 0.014 | -0.131 |
| 2017 | 0.041 | 0.010 | 0.009 | 0.029 |
| 2016 | -0.043 | 0.002 | 0.051 | 0.025 |
| 2015 | 0.113 | -0.024 | -0.105 | 0.073 |
| 2014 | 0.015 | 0.033 | 0.007 | 0.030 |
| 2013 | 0.044 | -0.013 | 0.051 | 0.043 |
| 2012 | 0.101 | -0.044 | 0.057 | 0.014 |
| 2011 | -0.017 | -0.014 | -0.120 | 0.052 |
| 2010 | 0.036 | -0.030 | 0.019 | 0.085 |
| 2009 | -0.021 | 0.092 | 0.116 | 0.036 |
| 2008 | -0.123 | -0.020 | -0.073 | -0.178 |
| 2007 | 0.014 | 0.065 | -0.023 | -0.025 |
| 2006 | 0.080 | -0.072 | 0.053 | 0.067 |
| 2005 | 0.036 | 0.067 | 0.085 | 0.062 |
| 2004 | 0.055 | -0.001 | -0.024 | 0.036 |
| 2003 | -0.072 | 0.091 | 0.034 | 0.048 |
| 2002 | 0.010 | -0.161 | -0.092 | -0.017 |
| 2001 | -0.120 | 0.023 | -0.184 | 0.106 |
| 2000 | 0.101 | -0.087 | 0.003 | -0.131 |
| 1999 | -0.020 | 0.303 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.026 |
| 5 years | 0.090 |
| 10 years | 0.036 |