Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 31 |
| 1 month | -0.023 | 0 | 40 |
| 3 months | 0.045 | 0 | 31 |
| 1 year | 0.103 | 0 | 34 |
| 3 years | 0.071 | 0 | 35 |
| 5 years | 0.119 | 0 | 42 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.093 | — |
| 2023 | 0.077 | — |
| 2022 | 0.004 | — |
| 2021 | 0.181 | — |
| 2020 | -0.094 | — |
| 2019 | 0.188 | — |
| 2018 | -0.094 | — |
| 2017 | 0.128 | — |
| 2016 | 0.153 | — |
| 2015 | -0.002 | — |
| 2014 | -0.001 | — |
| 2013 | 0.191 | — |
| 2012 | 0.106 | — |
| 2011 | -0.050 | — |
| 2010 | 0.134 | — |
| 2009 | 0.284 | — |
| 2008 | -0.303 | — |
| 2007 | 0.038 | — |
| 2006 | 0.149 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.035 | 0.037 | 0.022 | -0.004 |
| 2023 | 0.030 | -0.005 | 0.019 | 0.032 |
| 2022 | 0.005 | -0.050 | -0.035 | 0.089 |
| 2021 | 0.051 | 0.056 | 0.022 | 0.042 |
| 2020 | -0.247 | 0.102 | -0.029 | 0.126 |
| 2019 | 0.093 | 0.032 | 0.012 | 0.041 |
| 2018 | -0.068 | 0.090 | -0.008 | -0.101 |
| 2017 | 0.040 | 0.013 | 0.022 | 0.048 |
| 2016 | -0.009 | 0.043 | 0.076 | 0.038 |
| 2015 | 0.043 | -0.018 | -0.060 | 0.037 |
| 2014 | -0.010 | 0.019 | -0.013 | 0.003 |
| 2013 | 0.099 | -0.019 | 0.051 | 0.051 |
| 2012 | 0.057 | -0.029 | 0.042 | 0.035 |
| 2011 | 0.002 | 0.016 | -0.137 | 0.081 |
| 2010 | 0.060 | -0.120 | 0.131 | 0.075 |
| 2009 | -0.094 | 0.108 | 0.216 | 0.052 |
| 2008 | -0.102 | -0.017 | -0.123 | -0.100 |
| 2007 | 0.025 | 0.042 | -0.021 | -0.007 |
| 2006 | 0.076 | -0.022 | 0.032 | 0.058 |
| 2005 | 0.077 | 0.038 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.103 |
| 3 years | 0.071 |
| 5 years | 0.119 |
| 10 years | 0.059 |