Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.097 | 0 | 51 |
| 1 month | -0.093 | 0 | 66 |
| 3 months | -0.097 | 0 | 51 |
| 1 year | 0.045 | 0 | 31 |
| 3 years | 0.089 | 0 | 16 |
| 5 years | 0.179 | 0 | 25 |
| 10 years | 0.146 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.311 | — |
| 2023 | 0.523 | — |
| 2022 | -0.375 | — |
| 2021 | 0.206 | — |
| 2020 | 0.511 | — |
| 2019 | 0.279 | — |
| 2018 | -0.022 | — |
| 2017 | 0.388 | — |
| 2016 | 0.011 | — |
| 2015 | 0.076 | — |
| 2014 | 0.134 | — |
| 2013 | 0.256 | — |
| 2012 | 0.052 | — |
| 2011 | -0.028 | — |
| 2010 | 0.072 | — |
| 2009 | 0.620 | — |
| 2008 | -0.372 | — |
| 2007 | 0.176 | — |
| 2006 | 0.249 | — |
| 2005 | 0.074 | — |
| 2004 | -0.020 | — |
| 2003 | 0.560 | — |
| 2002 | -0.422 | — |
| 2001 | -0.224 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.133 | 0.078 | 0.003 | 0.070 |
| 2023 | 0.216 | 0.132 | -0.061 | 0.179 |
| 2022 | -0.128 | -0.239 | -0.089 | 0.034 |
| 2021 | 0.000 | 0.117 | 0.011 | 0.068 |
| 2020 | -0.097 | 0.343 | 0.122 | 0.111 |
| 2019 | 0.160 | 0.046 | -0.039 | 0.096 |
| 2018 | 0.078 | 0.056 | 0.056 | -0.187 |
| 2017 | 0.120 | 0.091 | 0.077 | 0.055 |
| 2016 | -0.049 | -0.015 | 0.136 | -0.049 |
| 2015 | -0.008 | 0.029 | -0.051 | 0.110 |
| 2014 | 0.001 | 0.055 | 0.044 | 0.028 |
| 2013 | 0.039 | 0 | 0.086 | 0.113 |
| 2012 | 0.162 | -0.091 | 0.060 | -0.060 |
| 2011 | 0.028 | -0.013 | -0.110 | 0.076 |
| 2010 | 0.008 | -0.108 | 0.097 | 0.088 |
| 2009 | 0.046 | 0.197 | 0.171 | 0.105 |
| 2008 | -0.092 | 0.042 | -0.127 | -0.240 |
| 2007 | 0.021 | 0.085 | 0.048 | 0.012 |
| 2006 | 0.065 | -0.052 | 0.099 | 0.125 |
| 2005 | -0.105 | 0.062 | 0.072 | 0.054 |
| 2004 | -0.005 | 0.006 | -0.135 | 0.131 |
| 2003 | 0.010 | 0.226 | 0.102 | 0.143 |
| 2002 | -0.101 | -0.262 | -0.275 | 0.203 |
| 2001 | -0.231 | 0.148 | -0.383 | 0.423 |
| 2000 | -0.140 | -0.053 | -0.334 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.078 |
| 5 years | 0.172 |
| 10 years | 0.143 |