Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 52 |
| 1 month | -0.009 | 0 | 63 |
| 3 months | 0.005 | 0 | 52 |
| 1 year | 0.034 | 0 | 91 |
| 3 years | 0.006 | 0 | 88 |
| 5 years | 0.004 | 0 | 94 |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.036 | — |
| 2023 | 0.081 | — |
| 2022 | -0.150 | — |
| 2021 | -0.024 | — |
| 2020 | 0.066 | — |
| 2019 | 0.074 | — |
| 2018 | -0.037 | — |
| 2017 | 0.026 | — |
| 2016 | 0.038 | — |
| 2015 | -0.019 | — |
| 2014 | 0.072 | — |
| 2013 | 0.003 | — |
| 2012 | 0.141 | — |
| 2011 | 0.045 | — |
| 2010 | 0.063 | — |
| 2009 | 0.171 | — |
| 2008 | -0.110 | — |
| 2007 | -0.002 | — |
| 2006 | -0.003 | — |
| 2005 | 0.017 | — |
| 2004 | 0.051 | — |
| 2003 | 0.065 | — |
| 2002 | 0.073 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.006 | 0.003 | 0.038 | -0.012 |
| 2023 | 0.015 | 0.007 | -0.007 | 0.065 |
| 2022 | -0.061 | -0.070 | -0.047 | 0.021 |
| 2021 | -0.031 | 0.015 | -0.001 | -0.007 |
| 2020 | -0.025 | 0.063 | 0.012 | 0.016 |
| 2019 | 0.035 | 0.026 | 0.016 | -0.004 |
| 2018 | -0.019 | -0.013 | -0.001 | -0.004 |
| 2017 | 0.007 | 0.013 | 0.005 | 0.002 |
| 2016 | 0.026 | 0.024 | 0.016 | -0.027 |
| 2015 | 0.019 | -0.032 | -0.006 | 0.000 |
| 2014 | 0.024 | 0.026 | 0.005 | 0.016 |
| 2013 | 0.001 | -0.022 | 0.013 | 0.011 |
| 2012 | 0.056 | 0.009 | 0.045 | 0.025 |
| 2011 | 0.013 | 0.020 | -0.002 | 0.013 |
| 2010 | 0.030 | 0.013 | 0.037 | -0.017 |
| 2009 | -0.046 | 0.111 | 0.092 | 0.012 |
| 2008 | -0.004 | -0.001 | -0.060 | -0.047 |
| 2007 | 0.005 | -0.018 | 0.010 | 0.000 |
| 2006 | -0.020 | -0.013 | 0.031 | 0.000 |
| 2005 | -0.001 | 0.029 | -0.004 | -0.006 |
| 2004 | 0.028 | -0.019 | 0.029 | 0.013 |
| 2003 | 0.025 | 0.031 | 0.000 | 0.007 |
| 2002 | -0.002 | 0.019 | 0.032 | 0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.006 |
| 5 years | 0.004 |
| 10 years | 0.005 |