Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 69 |
| 1 month | -0.014 | 0 | 65 |
| 3 months | 0.008 | 0 | 69 |
| 1 year | 0.065 | 0 | 83 |
| 3 years | 0.030 | 0 | 74 |
| 5 years | 0.034 | 0 | 86 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.077 | — |
| 2023 | 0.076 | — |
| 2022 | -0.120 | — |
| 2021 | 0.021 | — |
| 2020 | 0.075 | — |
| 2019 | 0.077 | — |
| 2018 | -0.024 | — |
| 2017 | 0.038 | — |
| 2016 | 0.023 | — |
| 2015 | 0.033 | — |
| 2014 | 0.058 | — |
| 2013 | 0.061 | — |
| 2012 | 0.072 | — |
| 2011 | 0.036 | — |
| 2010 | 0.093 | — |
| 2009 | 0.142 | — |
| 2008 | -0.090 | — |
| 2007 | -0.003 | — |
| 2006 | 0.062 | — |
| 2005 | 0.070 | — |
| 2004 | 0.094 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.019 | 0.006 | 0.047 | 0.004 |
| 2023 | 0.035 | 0.000 | -0.032 | 0.074 |
| 2022 | -0.060 | -0.074 | -0.006 | 0.017 |
| 2021 | -0.022 | 0.027 | -0.002 | 0.019 |
| 2020 | -0.044 | 0.079 | 0.017 | 0.026 |
| 2019 | 0.047 | 0.020 | 0.006 | 0.003 |
| 2018 | -0.005 | 0.003 | -0.004 | -0.018 |
| 2017 | 0.021 | 0.003 | -0.003 | 0.017 |
| 2016 | -0.011 | 0.018 | 0.024 | -0.008 |
| 2015 | 0.055 | -0.019 | -0.018 | 0.017 |
| 2014 | 0.030 | 0.010 | 0.008 | 0.009 |
| 2013 | 0.027 | -0.012 | 0.012 | 0.033 |
| 2012 | 0.026 | -0.004 | 0.029 | 0.019 |
| 2011 | 0.017 | 0.007 | -0.007 | 0.019 |
| 2010 | 0.026 | 0.010 | 0.046 | 0.009 |
| 2009 | -0.020 | 0.071 | 0.064 | 0.022 |
| 2008 | -0.001 | -0.009 | -0.031 | -0.052 |
| 2007 | 0.012 | -0.014 | 0.000 | -0.001 |
| 2006 | 0.016 | -0.027 | 0.044 | 0.029 |
| 2005 | 0.007 | 0.037 | 0.012 | 0.013 |
| 2004 | 0.039 | -0.013 | 0.019 | 0.047 |
| 2003 | 0.047 | 0.014 | 0.040 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | 0.030 |
| 5 years | 0.034 |
| 10 years | 0.021 |