Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0.011 | 98 |
| 1 month | -0.004 | 0.001 | 99 |
| 3 months | -0.008 | 0.011 | 100 |
| 1 year | 0.035 | 0.037 | 85 |
| 3 years | 0.035 | 0.026 | 30 |
| 5 years | 0.026 | 0.033 | 37 |
| 10 years | 0.045 | 0.024 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2021 | — | — |
| 2020 | 0.044 | — |
| 2019 | 0.081 | — |
| 2018 | -0.015 | — |
| 2017 | 0.007 | — |
| 2016 | 0.047 | — |
| 2015 | 0.022 | 0.008 |
| 2014 | 0.113 | 0.053 |
| 2013 | 0.045 | 0.031 |
| 2012 | 0.111 | 0.071 |
| 2011 | 0.011 | -0.027 |
| 2010 | 0.049 | 0.032 |
| 2009 | 0.067 | 0.092 |
| 2008 | -0.036 | -0.091 |
| 2007 | 0.001 | 0.011 |
| 2006 | -0.001 | 0.034 |
| 2005 | 0.063 | 0.070 |
| 2004 | 0.055 | 0.043 |
| 2003 | 0.004 | 0.049 |
| 2002 | -0.024 | -0.040 |
| 2001 | 0.007 | -0.003 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 0.003 | -0.008 | — | — |
| 2020 | -0.036 | 0.041 | 0.019 | 0.021 |
| 2019 | 0.034 | 0.029 | 0.029 | -0.012 |
| 2018 | -0.002 | 0.000 | 0.004 | -0.017 |
| 2017 | -0.009 | -0.002 | 0.005 | 0.012 |
| 2016 | 0.016 | 0.011 | 0.021 | -0.001 |
| 2015 | 0.043 | -0.042 | 0.008 | 0.014 |
| 2014 | 0.028 | 0.031 | 0.024 | 0.025 |
| 2013 | 0.020 | -0.002 | 0.010 | 0.016 |
| 2012 | 0.047 | -0.008 | 0.046 | 0.023 |
| 2011 | -0.008 | 0.009 | 0 | 0.009 |
| 2010 | 0.034 | 0.003 | 0.023 | -0.010 |
| 2009 | 0.001 | -0.003 | 0.053 | 0.015 |
| 2008 | -0.012 | -0.016 | -0.009 | 0 |
| 2007 | 0.002 | -0.007 | 0.009 | -0.002 |
| 2006 | -0.014 | -0.016 | 0.030 | -0.001 |
| 2005 | 0.013 | 0.038 | 0.008 | 0.003 |
| 2004 | 0.026 | -0.008 | 0.016 | 0.021 |
| 2003 | -0.011 | 0.012 | 0.003 | 0.000 |
| 2002 | 0.025 | -0.054 | 0.004 | 0.001 |
| 2001 | 0.004 | 0.018 | -0.016 | 0.001 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.034 |
| 5 years | 0.025 |
| 10 years | 0.045 |