Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 90 |
| 1 month | 0.062 | 0 | 11 |
| 3 months | -0.033 | 0 | 90 |
| 1 year | 0.054 | 0 | 77 |
| 3 years | 0.106 | 0 | 38 |
| 5 years | 0.205 | 0 | 19 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.123 | — |
| 2023 | 0.200 | — |
| 2022 | 0.040 | — |
| 2021 | 0.241 | — |
| 2020 | 0.141 | — |
| 2019 | 0.088 | — |
| 2018 | -0.012 | — |
| 2017 | 0.310 | — |
| 2016 | 0.057 | — |
| 2015 | 0.016 | — |
| 2014 | 0.315 | — |
| 2013 | 0.047 | — |
| 2012 | 0.304 | — |
| 2011 | -0.257 | — |
| 2010 | 0.160 | — |
| 2009 | 0.728 | — |
| 2008 | -0.491 | — |
| 2007 | 0.551 | — |
| 2006 | 0.271 | — |
| 2005 | 0.319 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.030 | 0.085 | 0.082 | -0.071 |
| 2023 | -0.029 | 0.102 | 0.031 | 0.088 |
| 2022 | 0.003 | -0.086 | 0.086 | 0.046 |
| 2021 | 0.044 | 0.077 | 0.107 | -0.003 |
| 2020 | -0.244 | 0.167 | 0.083 | 0.195 |
| 2019 | 0.049 | 0.015 | -0.014 | 0.037 |
| 2018 | -0.040 | 0.033 | 0.001 | -0.004 |
| 2017 | 0.121 | 0.043 | 0.026 | 0.091 |
| 2016 | -0.031 | 0.076 | 0.047 | -0.033 |
| 2015 | 0.056 | 0.001 | -0.049 | 0.011 |
| 2014 | 0.061 | 0.146 | 0.046 | 0.034 |
| 2013 | -0.040 | 0.009 | -0.013 | 0.096 |
| 2012 | 0.158 | 0.002 | 0.084 | 0.037 |
| 2011 | -0.054 | -0.023 | -0.121 | -0.085 |
| 2010 | 0.014 | 0.020 | 0.115 | 0.005 |
| 2009 | 0.002 | 0.409 | 0.167 | 0.049 |
| 2008 | -0.243 | -0.134 | -0.038 | -0.194 |
| 2007 | -0.032 | 0.116 | 0.149 | 0.250 |
| 2006 | 0.154 | -0.090 | 0.137 | 0.064 |
| 2005 | -0.028 | 0.058 | 0.162 | 0.104 |
| 2004 | 0.119 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.106 |
| 5 years | 0.205 |
| 10 years | 0.106 |