Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 64 |
| 1 month | -0.013 | 0 | 74 |
| 3 months | 0.004 | 0 | 64 |
| 1 year | 0.047 | 0 | 77 |
| 3 years | 0.012 | 0 | 90 |
| 5 years | 0.048 | 0 | 52 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.065 | — |
| 2023 | 0.083 | — |
| 2022 | -0.167 | — |
| 2021 | 0.022 | — |
| 2020 | 0.032 | — |
| 2019 | 0.107 | — |
| 2018 | -0.059 | — |
| 2017 | 0.054 | — |
| 2016 | 0.121 | — |
| 2015 | -0.018 | — |
| 2014 | 0.014 | — |
| 2013 | 0.049 | — |
| 2012 | 0.145 | — |
| 2011 | 0.042 | — |
| 2010 | 0.135 | — |
| 2009 | 0.452 | — |
| 2008 | -0.264 | — |
| 2007 | -0.002 | — |
| 2006 | 0.075 | — |
| 2005 | 0.057 | — |
| 2004 | 0.116 | — |
| 2003 | 0.257 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.021 | 0.005 | 0.035 | 0.003 |
| 2023 | 0.015 | 0.015 | -0.011 | 0.064 |
| 2022 | -0.069 | -0.116 | -0.026 | 0.040 |
| 2021 | -0.002 | 0.031 | -0.001 | -0.007 |
| 2020 | -0.194 | 0.154 | 0.036 | 0.072 |
| 2019 | 0.060 | 0.025 | -0.007 | 0.027 |
| 2018 | -0.015 | -0.016 | 0.016 | -0.045 |
| 2017 | 0.024 | 0.016 | 0.014 | -0.001 |
| 2016 | 0.026 | 0.033 | 0.047 | 0.010 |
| 2015 | 0.026 | 0.002 | -0.037 | -0.008 |
| 2014 | 0.028 | 0.025 | -0.023 | -0.015 |
| 2013 | 0.018 | -0.018 | 0.020 | 0.029 |
| 2012 | 0.057 | 0.007 | 0.045 | 0.029 |
| 2011 | 0.028 | 0.011 | -0.061 | 0.067 |
| 2010 | 0.046 | -0.009 | 0.065 | 0.029 |
| 2009 | 0.072 | 0.148 | 0.119 | 0.054 |
| 2008 | -0.027 | 0.012 | -0.066 | -0.200 |
| 2007 | 0.017 | -0.008 | -0.001 | -0.010 |
| 2006 | 0.021 | -0.014 | 0.035 | 0.031 |
| 2005 | -0.016 | 0.046 | 0.021 | 0.006 |
| 2004 | 0.028 | -0.022 | 0.065 | 0.043 |
| 2003 | 0.053 | 0.093 | 0.032 | 0.059 |
| 2002 | -0.006 | 0.082 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.012 |
| 5 years | 0.048 |
| 10 years | 0.018 |