Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 71 |
| 1 month | -0.044 | 0 | 64 |
| 3 months | -0.026 | 0 | 71 |
| 1 year | -0.010 | 0 | 90 |
| 3 years | 0.016 | 0 | 89 |
| 5 years | 0.113 | 0 | 68 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.073 | — |
| 2023 | 0.157 | — |
| 2022 | -0.225 | — |
| 2021 | 0.193 | — |
| 2020 | 0.201 | — |
| 2019 | 0.246 | — |
| 2018 | -0.140 | — |
| 2017 | 0.270 | — |
| 2016 | 0.023 | — |
| 2015 | -0.022 | — |
| 2014 | 0.032 | — |
| 2013 | 0.253 | — |
| 2012 | 0.127 | — |
| 2011 | -0.147 | — |
| 2010 | 0.053 | — |
| 2009 | 0.304 | — |
| 2008 | -0.524 | — |
| 2007 | 0.059 | — |
| 2006 | 0.191 | — |
| 2005 | 0.138 | — |
| 2004 | 0.145 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.056 | 0.006 | 0.051 | -0.039 |
| 2023 | 0.055 | 0.057 | -0.053 | 0.097 |
| 2022 | -0.106 | -0.154 | -0.084 | 0.120 |
| 2021 | 0.057 | 0.062 | 0.003 | 0.059 |
| 2020 | -0.216 | 0.215 | 0.093 | 0.153 |
| 2019 | 0.118 | 0.032 | -0.003 | 0.082 |
| 2018 | -0.014 | -0.010 | 0.029 | -0.144 |
| 2017 | 0.089 | 0.055 | 0.049 | 0.054 |
| 2016 | -0.011 | -0.017 | 0.072 | -0.017 |
| 2015 | 0.044 | 0.014 | -0.108 | 0.035 |
| 2014 | 0.003 | 0.060 | -0.036 | 0.007 |
| 2013 | 0.064 | 0.009 | 0.085 | 0.077 |
| 2012 | 0.132 | -0.085 | 0.052 | 0.035 |
| 2011 | 0.037 | -0.019 | -0.216 | 0.069 |
| 2010 | 0.010 | -0.157 | 0.138 | 0.087 |
| 2009 | -0.111 | 0.194 | 0.181 | 0.040 |
| 2008 | -0.126 | -0.031 | -0.226 | -0.274 |
| 2007 | 0.012 | 0.062 | 0.024 | -0.038 |
| 2006 | 0.076 | -0.023 | 0.036 | 0.094 |
| 2005 | -0.011 | 0.012 | 0.100 | 0.033 |
| 2004 | 0.033 | 0 | 0.001 | 0.108 |
| 2003 | 0.056 | 0.112 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.059 |
| 3 years | -0.001 |
| 5 years | 0.102 |
| 10 years | 0.052 |