Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | 40 |
| 1 month | -0.031 | 0 | 40 |
| 3 months | 0.030 | 0 | 40 |
| 1 year | -0.067 | 0 | 70 |
| 3 years | -0.014 | 0 | 62 |
| 5 years | 0.075 | 0 | 40 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.025 | — |
| 2023 | 0.027 | — |
| 2022 | -0.093 | — |
| 2021 | 0.111 | — |
| 2020 | 0.235 | — |
| 2019 | 0.214 | — |
| 2018 | 0.025 | — |
| 2017 | 0.201 | — |
| 2016 | -0.154 | — |
| 2015 | 0.021 | — |
| 2014 | 0.220 | — |
| 2013 | 0.610 | — |
| 2012 | 0.221 | — |
| 2011 | 0.129 | — |
| 2010 | 0.059 | — |
| 2009 | 0.202 | — |
| 2008 | -0.256 | — |
| 2007 | 0.039 | — |
| 2006 | 0.102 | — |
| 2005 | 0.052 | — |
| 2004 | 0.048 | — |
| 2003 | 0.200 | — |
| 2002 | -0.210 | — |
| 2001 | -0.138 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.076 | -0.002 | 0.030 | -0.119 |
| 2023 | -0.009 | 0.015 | -0.040 | 0.064 |
| 2022 | -0.022 | -0.105 | -0.017 | 0.054 |
| 2021 | -0.008 | 0.082 | -0.006 | 0.042 |
| 2020 | -0.104 | 0.170 | 0.078 | 0.094 |
| 2019 | 0.087 | 0.005 | -0.034 | 0.149 |
| 2018 | -0.024 | 0.069 | 0.117 | -0.120 |
| 2017 | 0.096 | 0.058 | 0.030 | 0.006 |
| 2016 | -0.128 | 0.023 | 0.006 | -0.058 |
| 2015 | 0.067 | 0.028 | -0.125 | 0.064 |
| 2014 | 0.057 | 0.038 | 0.052 | 0.058 |
| 2013 | 0.185 | 0.073 | 0.161 | 0.090 |
| 2012 | 0.125 | 0.010 | 0.098 | -0.021 |
| 2011 | 0.049 | 0.121 | -0.155 | 0.136 |
| 2010 | 0.015 | -0.113 | 0.119 | 0.051 |
| 2009 | -0.079 | 0.108 | 0.122 | 0.050 |
| 2008 | -0.123 | 0.012 | -0.061 | -0.107 |
| 2007 | 0.019 | 0.021 | -0.005 | 0.003 |
| 2006 | 0.044 | -0.030 | 0.076 | 0.011 |
| 2005 | -0.024 | 0.039 | 0.026 | 0.011 |
| 2004 | -0.006 | 0.028 | -0.028 | 0.056 |
| 2003 | 0.001 | 0.128 | -0.022 | 0.086 |
| 2002 | 0.029 | — | — | — |
| 2001 | -0.160 | 0.016 | 0.004 | 0.006 |
| 2000 | 0.025 | 0.071 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.118 |
| 3 years | -0.033 |
| 5 years | 0.063 |
| 10 years | 0.039 |