Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.063 | 0 | 67 |
| 1 month | -0.085 | 0 | 84 |
| 3 months | -0.063 | 0 | 67 |
| 1 year | -0.014 | 0 | 91 |
| 3 years | 0.039 | 0 | 80 |
| 5 years | 0.131 | 0 | — |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.121 | — |
| 2023 | 0.153 | — |
| 2022 | -0.152 | — |
| 2021 | 0.284 | — |
| 2020 | 0.171 | — |
| 2019 | 0.128 | — |
| 2018 | -0.196 | — |
| 2017 | 0.129 | — |
| 2016 | 0.102 | — |
| 2015 | 0.059 | — |
| 2014 | 0.104 | — |
| 2013 | 0.127 | — |
| 2012 | 0.163 | — |
| 2011 | -0.136 | — |
| 2010 | 0.169 | — |
| 2009 | 0.169 | — |
| 2008 | -0.325 | — |
| 2007 | 0.127 | — |
| 2006 | 0.096 | — |
| 2005 | 0.142 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.064 | 0.007 | 0.017 | 0.028 |
| 2023 | 0.088 | 0.036 | -0.027 | 0.050 |
| 2022 | -0.085 | -0.087 | -0.017 | 0.032 |
| 2021 | 0.130 | 0.040 | -0.003 | 0.095 |
| 2020 | -0.168 | 0.144 | 0.034 | 0.191 |
| 2019 | 0.080 | -0.014 | 0.014 | 0.044 |
| 2018 | -0.090 | -0.047 | 0.035 | -0.105 |
| 2017 | 0.078 | 0.016 | 0.027 | 0.003 |
| 2016 | -0.018 | 0.033 | 0.037 | 0.049 |
| 2015 | 0.123 | -0.028 | -0.113 | 0.094 |
| 2014 | 0.021 | 0.060 | 0.037 | -0.016 |
| 2013 | 0.083 | 0.001 | 0.003 | 0.037 |
| 2012 | 0.091 | -0.014 | 0.023 | 0.057 |
| 2011 | -0.041 | -0.035 | -0.112 | 0.052 |
| 2010 | 0.058 | 0.008 | 0.055 | 0.039 |
| 2009 | -0.067 | 0.171 | 0.048 | 0.020 |
| 2008 | -0.107 | -0.050 | -0.072 | -0.142 |
| 2007 | 0.050 | 0.053 | 0.036 | -0.016 |
| 2006 | 0.040 | -0.061 | 0.044 | 0.076 |
| 2005 | 0.025 | 0.017 | 0.052 | 0.041 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | 0.039 |
| 5 years | 0.131 |
| 10 years | 0.051 |