Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 21 |
| 1 month | -0.040 | 0 | 25 |
| 3 months | -0.011 | 0 | 21 |
| 1 year | 0.030 | 0 | 27 |
| 3 years | 0.030 | 0 | 52 |
| 5 years | 0.102 | 0 | 65 |
| 10 years | 0.079 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.095 | — |
| 2023 | 0.187 | — |
| 2022 | -0.220 | — |
| 2021 | 0.124 | — |
| 2020 | 0.181 | — |
| 2019 | 0.265 | — |
| 2018 | -0.058 | — |
| 2017 | 0.278 | — |
| 2016 | 0.036 | — |
| 2015 | 0.035 | — |
| 2014 | 0.059 | — |
| 2013 | 0.147 | — |
| 2012 | 0.177 | — |
| 2011 | 0.039 | — |
| 2010 | 0.152 | — |
| 2009 | 0.196 | — |
| 2008 | -0.386 | — |
| 2007 | 0.211 | — |
| 2006 | 0.225 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.051 | 0.009 | 0.063 | -0.028 |
| 2023 | 0.084 | 0.055 | -0.050 | 0.093 |
| 2022 | -0.083 | -0.160 | -0.076 | 0.095 |
| 2021 | 0.008 | 0.079 | -0.021 | 0.056 |
| 2020 | -0.181 | 0.188 | 0.103 | 0.100 |
| 2019 | 0.101 | 0.062 | 0.009 | 0.073 |
| 2018 | -0.011 | 0.022 | 0.027 | -0.093 |
| 2017 | 0.100 | 0.068 | 0.027 | 0.059 |
| 2016 | 0.009 | 0.024 | 0.023 | -0.020 |
| 2015 | 0.019 | 0.007 | -0.036 | 0.045 |
| 2014 | 0.016 | 0.033 | -0.017 | 0.026 |
| 2013 | 0.069 | -0.032 | 0.047 | 0.059 |
| 2012 | 0.116 | -0.045 | 0.084 | 0.020 |
| 2011 | 0.022 | 0.034 | -0.080 | 0.070 |
| 2010 | 0.049 | -0.080 | 0.141 | 0.045 |
| 2009 | -0.106 | 0.132 | 0.109 | 0.066 |
| 2008 | -0.103 | -0.053 | -0.122 | -0.177 |
| 2007 | 0.010 | 0.054 | 0.089 | 0.044 |
| 2006 | 0.067 | -0.002 | 0.062 | 0.083 |
| 2005 | 0.053 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.024 |
| 3 years | 0.012 |
| 5 years | 0.090 |
| 10 years | 0.073 |