Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 89 |
| 1 month | -0.041 | 0 | 91 |
| 3 months | -0.003 | 0 | 89 |
| 1 year | -0.029 | 0 | 84 |
| 3 years | 0.029 | 0 | 89 |
| 5 years | 0.167 | 0 | 76 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.027 | — |
| 2023 | 0.047 | — |
| 2022 | 0.213 | — |
| 2021 | 0.351 | — |
| 2020 | -0.195 | — |
| 2019 | 0.209 | — |
| 2018 | -0.152 | — |
| 2017 | 0.015 | — |
| 2016 | 0.288 | — |
| 2015 | -0.114 | — |
| 2014 | 0.011 | — |
| 2013 | 0.101 | — |
| 2012 | 0.002 | — |
| 2011 | -0.105 | — |
| 2010 | 0.149 | — |
| 2009 | 0.273 | — |
| 2008 | -0.371 | — |
| 2007 | 0.168 | — |
| 2006 | 0.094 | — |
| 2005 | 0.325 | — |
| 2004 | 0.138 | — |
| 2003 | 0.089 | — |
| 2002 | -0.281 | — |
| 2001 | -0.082 | — |
| 2000 | 0.087 | — |
| 1999 | 0.312 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.054 | -0.004 | -0.006 | -0.016 |
| 2023 | -0.008 | -0.004 | 0.068 | -0.008 |
| 2022 | 0.194 | -0.075 | 0.003 | 0.095 |
| 2021 | 0.185 | 0.047 | 0.034 | 0.053 |
| 2020 | -0.345 | 0.149 | -0.084 | 0.167 |
| 2019 | 0.126 | 0.029 | 0.006 | 0.038 |
| 2018 | -0.046 | 0.100 | 0.015 | -0.204 |
| 2017 | -0.009 | -0.079 | 0.047 | 0.062 |
| 2016 | -0.004 | 0.087 | 0.059 | 0.124 |
| 2015 | 0.095 | -0.062 | -0.178 | 0.049 |
| 2014 | 0.007 | 0.087 | -0.017 | -0.060 |
| 2013 | 0.074 | -0.054 | 0.056 | 0.027 |
| 2012 | 0.025 | -0.029 | 0.048 | -0.039 |
| 2011 | 0.012 | -0.054 | -0.166 | 0.122 |
| 2010 | 0.044 | -0.075 | 0.026 | 0.161 |
| 2009 | -0.027 | 0.117 | 0.087 | 0.078 |
| 2008 | -0.136 | 0.125 | -0.197 | -0.193 |
| 2007 | 0.032 | 0.108 | 0.010 | 0.011 |
| 2006 | 0.044 | -0.011 | -0.010 | 0.070 |
| 2005 | 0.093 | 0.063 | 0.119 | 0.019 |
| 2004 | 0.074 | 0.027 | 0.038 | -0.007 |
| 2003 | -0.093 | 0.089 | 0.021 | 0.081 |
| 2002 | 0.086 | -0.139 | -0.226 | -0.007 |
| 2001 | 0.013 | 0.073 | -0.193 | 0.048 |
| 2000 | 0.085 | -0.032 | 0.015 | 0.020 |
| 1999 | 0.114 | 0.133 | -0.034 | 0.076 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.043 |
| 3 years | 0.024 |
| 5 years | 0.163 |
| 10 years | 0.042 |