Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 86 |
| 1 month | -0.051 | 0 | 97 |
| 3 months | 0.005 | 0 | 86 |
| 1 year | 0.038 | 0 | 89 |
| 3 years | 0.046 | 0 | 80 |
| 5 years | 0.099 | 0 | 78 |
| 10 years | 0.083 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.087 | — |
| 2023 | 0.105 | — |
| 2022 | -0.107 | — |
| 2021 | 0.222 | — |
| 2020 | 0.033 | — |
| 2019 | 0.295 | — |
| 2018 | -0.020 | — |
| 2017 | 0.158 | — |
| 2016 | 0.088 | — |
| 2015 | 0.096 | — |
| 2014 | 0.044 | — |
| 2013 | 0.332 | — |
| 2012 | 0.190 | — |
| 2011 | -0.038 | — |
| 2010 | 0.102 | — |
| 2009 | 0.220 | — |
| 2008 | -0.258 | — |
| 2007 | -0.027 | — |
| 2006 | 0.319 | — |
| 2005 | 0.217 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.052 | 0.011 | 0.032 | -0.010 |
| 2023 | 0.043 | 0.014 | 0.001 | 0.044 |
| 2022 | -0.059 | -0.101 | -0.031 | 0.089 |
| 2021 | 0.005 | 0.092 | 0.049 | 0.061 |
| 2020 | -0.151 | 0.146 | 0.010 | 0.052 |
| 2019 | 0.080 | 0.094 | 0.059 | 0.036 |
| 2018 | -0.041 | 0.101 | 0.009 | -0.080 |
| 2017 | 0.055 | 0.041 | 0.008 | 0.046 |
| 2016 | -0.028 | 0.019 | 0.100 | -0.001 |
| 2015 | 0.077 | -0.030 | -0.023 | 0.074 |
| 2014 | -0.013 | 0.003 | 0.011 | 0.043 |
| 2013 | 0.124 | 0.030 | 0.057 | 0.089 |
| 2012 | 0.109 | -0.030 | 0.076 | 0.028 |
| 2011 | -0.009 | 0.005 | -0.100 | 0.073 |
| 2010 | 0.033 | -0.063 | 0.088 | 0.047 |
| 2009 | -0.126 | 0.159 | 0.188 | 0.015 |
| 2008 | -0.069 | -0.019 | -0.048 | -0.147 |
| 2007 | 0.041 | -0.021 | -0.034 | -0.012 |
| 2006 | 0.083 | -0.010 | 0.082 | 0.136 |
| 2005 | 0.024 | 0.046 | 0.054 | 0.079 |
| 2004 | 0.014 | 0.103 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.046 |
| 5 years | 0.099 |
| 10 years | 0.083 |