Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | — |
| 1 month | -0.036 | 0 | — |
| 3 months | 0.008 | 0 | — |
| 1 year | 0.082 | 0 | — |
| 3 years | 0.068 | 0 | — |
| 5 years | 0.086 | 0 | — |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.082 | — |
| 2023 | 0.107 | — |
| 2022 | -0.062 | — |
| 2021 | 0.170 | — |
| 2020 | 0.050 | — |
| 2019 | 0.175 | — |
| 2018 | -0.058 | — |
| 2017 | 0.100 | — |
| 2016 | 0.149 | — |
| 2015 | 0.056 | — |
| 2014 | 0.065 | — |
| 2013 | 0.176 | — |
| 2012 | 0.066 | — |
| 2011 | -0.063 | — |
| 2010 | 0.181 | — |
| 2009 | 0.221 | — |
| 2008 | -0.163 | — |
| 2007 | 0.075 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.053 | -0.001 | 0.000 | 0.029 |
| 2023 | 0.029 | 0.005 | 0.028 | 0.040 |
| 2022 | -0.027 | -0.079 | 0.011 | 0.035 |
| 2021 | 0.031 | 0.057 | 0.026 | 0.046 |
| 2020 | -0.137 | 0.136 | 0.019 | 0.051 |
| 2019 | 0.089 | 0.057 | 0.025 | -0.004 |
| 2018 | -0.046 | 0.069 | 0.022 | -0.096 |
| 2017 | 0.043 | 0.007 | -0.001 | 0.049 |
| 2016 | -0.008 | 0.034 | 0.081 | 0.035 |
| 2015 | 0.077 | -0.038 | -0.055 | 0.078 |
| 2014 | -0.014 | 0.014 | 0.015 | 0.050 |
| 2013 | 0.131 | -0.025 | 0.019 | 0.047 |
| 2012 | 0.056 | -0.037 | 0.042 | 0.006 |
| 2011 | -0.024 | 0.004 | -0.081 | 0.040 |
| 2010 | 0.070 | -0.041 | 0.039 | 0.109 |
| 2009 | -0.041 | 0.044 | 0.177 | 0.036 |
| 2008 | -0.089 | 0.022 | -0.074 | -0.029 |
| 2007 | 0.033 | 0.045 | 0 | -0.005 |
| 2006 | 0.011 | 0.066 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.068 |
| 5 years | 0.086 |
| 10 years | 0.069 |