Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | 0.064 | 0 | — |
| 1 year | 0.197 | 0 | — |
| 3 years | 0.157 | 0 | — |
| 5 years | 0.110 | 0 | — |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.198 | — |
| 2023 | 0.264 | — |
| 2022 | -0.056 | — |
| 2021 | 0.134 | — |
| 2020 | -0.158 | — |
| 2019 | 0.290 | — |
| 2018 | -0.115 | — |
| 2017 | 0.046 | — |
| 2016 | 0.168 | — |
| 2015 | -0.019 | — |
| 2014 | -0.013 | — |
| 2013 | 0.257 | — |
| 2012 | 0.150 | — |
| 2011 | -0.025 | — |
| 2010 | 0.112 | — |
| 2009 | 0.376 | — |
| 2008 | -0.197 | — |
| 2007 | -0.065 | — |
| 2006 | 0.194 | — |
| 2005 | 0.193 | — |
| 2004 | 0.144 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.116 | 0.039 | 0.035 | -0.001 |
| 2023 | 0.126 | -0.026 | 0.056 | 0.091 |
| 2022 | -0.065 | -0.053 | -0.070 | 0.146 |
| 2021 | 0.115 | -0.012 | 0.057 | -0.026 |
| 2020 | -0.395 | 0.147 | -0.109 | 0.361 |
| 2019 | 0.143 | -0.018 | 0.043 | 0.102 |
| 2018 | -0.063 | 0.103 | -0.025 | -0.123 |
| 2017 | 0.014 | 0.005 | 0.028 | -0.001 |
| 2016 | -0.002 | -0.015 | 0.075 | 0.105 |
| 2015 | 0.049 | -0.004 | -0.090 | 0.032 |
| 2014 | 0.003 | -0.003 | -0.008 | -0.005 |
| 2013 | 0.130 | 0.016 | 0.039 | 0.054 |
| 2012 | 0.077 | -0.024 | 0.060 | 0.032 |
| 2011 | 0.008 | 0.018 | -0.109 | 0.067 |
| 2010 | 0.040 | -0.090 | 0.075 | 0.093 |
| 2009 | -0.076 | 0.179 | 0.237 | 0.021 |
| 2008 | -0.121 | -0.028 | -0.045 | -0.015 |
| 2007 | 0.000 | 0.031 | -0.050 | -0.045 |
| 2006 | 0.055 | 0.001 | 0.048 | 0.079 |
| 2005 | 0.043 | 0.034 | 0.065 | 0.038 |
| 2004 | 0.018 | 0.034 | 0.011 | 0.075 |
| 2003 | 0.190 | 0.060 | 0.072 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.197 |
| 3 years | 0.157 |
| 5 years | 0.110 |
| 10 years | 0.064 |