Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 44 |
| 1 month | -0.039 | 0 | 40 |
| 3 months | -0.029 | 0 | 44 |
| 1 year | 0.032 | 0 | 46 |
| 3 years | 0.012 | 0 | 63 |
| 5 years | 0.063 | 0 | 66 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.144 | — |
| 2023 | 0.024 | — |
| 2022 | -0.148 | — |
| 2021 | 0.046 | — |
| 2020 | 0.108 | — |
| 2019 | 0.190 | — |
| 2018 | -0.150 | — |
| 2017 | 0.066 | — |
| 2016 | 0.023 | — |
| 2015 | 0.095 | — |
| 2014 | 0.072 | — |
| 2013 | 0.085 | — |
| 2012 | 0.113 | — |
| 2011 | -0.123 | — |
| 2010 | 0.135 | — |
| 2009 | 0.154 | — |
| 2008 | -0.359 | — |
| 2007 | -0.070 | — |
| 2006 | -0.019 | — |
| 2005 | 0.367 | — |
| 2004 | 0.069 | — |
| 2003 | 0.117 | — |
| 2002 | -0.245 | — |
| 2001 | -0.221 | — |
| 2000 | -0.223 | — |
| 1999 | 0.739 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.077 | 0.027 | 0.036 | -0.001 |
| 2023 | 0.027 | -0.003 | -0.017 | 0.018 |
| 2022 | -0.065 | -0.068 | -0.056 | 0.035 |
| 2021 | 0.060 | 0.011 | -0.016 | -0.009 |
| 2020 | -0.173 | 0.143 | 0.053 | 0.115 |
| 2019 | 0.102 | -0.010 | 0.024 | 0.066 |
| 2018 | -0.055 | 0.017 | -0.008 | -0.108 |
| 2017 | 0.043 | -0.027 | -0.004 | 0.055 |
| 2016 | -0.088 | 0.019 | 0.057 | 0.041 |
| 2015 | 0.179 | -0.030 | -0.127 | 0.097 |
| 2014 | -0.031 | 0.051 | 0.034 | 0.018 |
| 2013 | 0.107 | -0.035 | 0.026 | -0.009 |
| 2012 | 0.092 | -0.021 | 0.015 | 0.025 |
| 2011 | -0.059 | -0.018 | -0.064 | 0.013 |
| 2010 | 0.097 | -0.068 | 0.007 | 0.102 |
| 2009 | -0.082 | 0.163 | 0.064 | 0.016 |
| 2008 | -0.171 | 0.021 | -0.111 | -0.148 |
| 2007 | 0.027 | 0.002 | -0.023 | -0.075 |
| 2006 | 0.031 | -0.085 | 0.009 | 0.030 |
| 2005 | 0.025 | 0.053 | 0.155 | 0.097 |
| 2004 | 0.150 | -0.041 | -0.062 | 0.034 |
| 2003 | -0.096 | 0.066 | 0.152 | 0.006 |
| 2002 | 0.055 | -0.097 | -0.126 | -0.093 |
| 2001 | -0.038 | 0.052 | -0.239 | 0.012 |
| 2000 | 0.037 | -0.063 | -0.021 | -0.183 |
| 1999 | 0.188 | 0.114 | 0.079 | 0.217 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.002 |
| 5 years | 0.057 |
| 10 years | 0.011 |