Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | — |
| 1 month | -0.022 | 0 | — |
| 3 months | -0.071 | 0 | — |
| 1 year | 0.071 | 0 | — |
| 3 years | 0.088 | 0 | — |
| 5 years | 0.114 | 0 | — |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.191 | — |
| 2023 | 0.196 | — |
| 2022 | -0.122 | — |
| 2021 | 0.240 | — |
| 2020 | 0.023 | — |
| 2019 | 0.271 | — |
| 2018 | -0.103 | — |
| 2017 | 0.088 | — |
| 2016 | 0.024 | — |
| 2015 | 0.119 | — |
| 2014 | 0.124 | — |
| 2013 | 0.175 | — |
| 2012 | 0.000 | — |
| 2011 | 0.046 | — |
| 2010 | 0.019 | — |
| 2009 | 0.320 | — |
| 2008 | -0.414 | — |
| 2007 | 0.037 | — |
| 2006 | 0.067 | — |
| 2005 | 0.182 | — |
| 2004 | 0.035 | — |
| 2003 | 0.079 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.093 | 0.024 | 0.017 | 0.046 |
| 2023 | 0.064 | 0.042 | 0.011 | 0.067 |
| 2022 | -0.043 | -0.102 | -0.006 | 0.027 |
| 2021 | 0.080 | 0.042 | 0.022 | 0.078 |
| 2020 | -0.173 | 0.116 | 0.017 | 0.090 |
| 2019 | 0.137 | 0.024 | 0.044 | 0.045 |
| 2018 | -0.026 | 0.028 | 0.032 | -0.132 |
| 2017 | 0.043 | -0.004 | 0.029 | 0.017 |
| 2016 | -0.058 | -0.006 | 0.028 | 0.063 |
| 2015 | 0.162 | -0.034 | -0.068 | 0.069 |
| 2014 | 0.048 | 0.025 | 0.031 | 0.015 |
| 2013 | -0.039 | 0.091 | 0.061 | 0.057 |
| 2012 | -0.040 | -0.021 | 0.053 | 0.009 |
| 2011 | 0.055 | -0.039 | -0.124 | 0.177 |
| 2010 | 0.054 | -0.046 | 0.019 | -0.006 |
| 2009 | -0.026 | 0.148 | 0.145 | 0.030 |
| 2008 | -0.180 | -0.009 | -0.165 | -0.136 |
| 2007 | 0.006 | 0.055 | -0.006 | -0.017 |
| 2006 | 0.042 | -0.065 | 0.047 | 0.047 |
| 2005 | 0.019 | 0.054 | 0.058 | 0.041 |
| 2004 | 0.036 | 0.002 | -0.024 | 0.022 |
| 2003 | -0.044 | 0.056 | 0.037 | 0.031 |
| 2002 | -0.177 | -0.067 | 0.001 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.088 |
| 5 years | 0.114 |
| 10 years | 0.066 |