Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 49 |
| 1 month | -0.039 | 0 | 63 |
| 3 months | 0.005 | 0 | 49 |
| 1 year | 0.036 | 0 | 52 |
| 3 years | 0.091 | 0 | 5 |
| 5 years | 0.206 | 0 | 3 |
| 10 years | 0.100 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.131 | — |
| 2023 | 0.286 | — |
| 2022 | -0.140 | — |
| 2021 | 0.256 | — |
| 2020 | 0.177 | — |
| 2019 | 0.316 | — |
| 2018 | -0.142 | — |
| 2017 | 0.155 | — |
| 2016 | 0.152 | — |
| 2015 | -0.089 | — |
| 2014 | 0.133 | — |
| 2013 | 0.362 | — |
| 2012 | 0.158 | — |
| 2011 | -0.030 | — |
| 2010 | 0.120 | — |
| 2009 | 0.399 | — |
| 2008 | -0.337 | — |
| 2007 | -0.042 | — |
| 2006 | 0.161 | — |
| 2005 | -0.034 | — |
| 2004 | 0.091 | — |
| 2003 | 0.235 | — |
| 2002 | -0.158 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.097 | -0.053 | 0.072 | 0.016 |
| 2023 | 0.065 | 0.091 | -0.023 | 0.132 |
| 2022 | -0.034 | -0.158 | -0.034 | 0.094 |
| 2021 | 0.111 | 0.065 | 0.009 | 0.053 |
| 2020 | -0.272 | 0.228 | 0.083 | 0.215 |
| 2019 | 0.150 | 0.043 | -0.018 | 0.117 |
| 2018 | -0.025 | 0.032 | 0.036 | -0.177 |
| 2017 | 0.057 | 0.040 | 0.033 | 0.017 |
| 2016 | 0.002 | -0.018 | 0.082 | 0.082 |
| 2015 | -0.022 | 0.011 | -0.117 | 0.044 |
| 2014 | 0.006 | 0.067 | 0.002 | 0.054 |
| 2013 | 0.087 | 0.057 | 0.070 | 0.107 |
| 2012 | 0.152 | -0.067 | 0.044 | 0.032 |
| 2011 | 0.056 | -0.008 | -0.171 | 0.117 |
| 2010 | 0.066 | -0.144 | 0.106 | 0.109 |
| 2009 | -0.090 | 0.209 | 0.196 | 0.063 |
| 2008 | -0.076 | -0.046 | -0.023 | -0.230 |
| 2007 | -0.005 | 0.060 | -0.030 | -0.064 |
| 2006 | 0.032 | -0.009 | 0.051 | 0.080 |
| 2005 | -0.027 | -0.011 | -0.006 | 0.010 |
| 2004 | 0.015 | 0.006 | -0.011 | 0.081 |
| 2003 | -0.045 | 0.158 | -0.003 | 0.120 |
| 2002 | 0.026 | -0.095 | -0.158 | 0.077 |
| 2001 | -0.058 | 0.108 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | 0.077 |
| 5 years | 0.196 |
| 10 years | 0.096 |