Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.046 | 0 | 36 |
| 1 month | -0.057 | 0 | 40 |
| 3 months | -0.046 | 0 | 36 |
| 1 year | 0.062 | 0 | 41 |
| 3 years | 0.077 | 0 | 40 |
| 5 years | 0.173 | 0 | 41 |
| 10 years | 0.112 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.232 | — |
| 2023 | 0.240 | — |
| 2022 | -0.190 | — |
| 2021 | 0.271 | — |
| 2020 | 0.200 | — |
| 2019 | 0.299 | — |
| 2018 | -0.057 | — |
| 2017 | 0.202 | — |
| 2016 | 0.099 | — |
| 2015 | -0.003 | — |
| 2014 | 0.120 | — |
| 2013 | 0.322 | — |
| 2012 | 0.156 | — |
| 2011 | -0.018 | — |
| 2010 | 0.127 | — |
| 2009 | 0.243 | — |
| 2008 | -0.379 | — |
| 2007 | 0.060 | — |
| 2006 | 0.142 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.107 | 0.034 | 0.061 | 0.015 |
| 2023 | 0.063 | 0.081 | -0.033 | 0.116 |
| 2022 | -0.055 | -0.161 | -0.055 | 0.081 |
| 2021 | 0.056 | 0.087 | 0.001 | 0.106 |
| 2020 | -0.188 | 0.211 | 0.089 | 0.120 |
| 2019 | 0.138 | 0.038 | 0.016 | 0.082 |
| 2018 | -0.013 | 0.034 | 0.071 | -0.137 |
| 2017 | 0.059 | 0.028 | 0.039 | 0.064 |
| 2016 | 0.006 | 0.023 | 0.036 | 0.031 |
| 2015 | 0.006 | 0.000 | -0.067 | 0.063 |
| 2014 | 0.014 | 0.043 | 0.008 | 0.051 |
| 2013 | 0.102 | 0.030 | 0.056 | 0.103 |
| 2012 | 0.129 | -0.036 | 0.062 | 0.000 |
| 2011 | 0.054 | -0.006 | -0.147 | 0.099 |
| 2010 | 0.053 | -0.121 | 0.104 | 0.102 |
| 2009 | -0.110 | 0.154 | 0.148 | 0.054 |
| 2008 | -0.098 | -0.028 | -0.083 | -0.228 |
| 2007 | 0.007 | 0.062 | 0.022 | -0.030 |
| 2006 | 0.043 | -0.016 | 0.047 | 0.063 |
| 2005 | 0.038 | 0.016 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.068 |
| 5 years | 0.167 |
| 10 years | 0.109 |