Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 97 |
| 1 month | -0.010 | 0 | 88 |
| 3 months | -0.002 | 0 | 84 |
| 1 year | 0.079 | 0 | 61 |
| 3 years | 0.039 | 0 | 39 |
| 5 years | 0.048 | 0 | 33 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.103 | — |
| 2023 | 0.102 | — |
| 2022 | -0.120 | — |
| 2021 | 0.094 | — |
| 2020 | 0.039 | — |
| 2019 | 0.093 | — |
| 2018 | -0.046 | — |
| 2017 | 0.068 | — |
| 2016 | 0.021 | — |
| 2015 | 0.039 | — |
| 2014 | 0.102 | — |
| 2013 | 0.098 | — |
| 2012 | 0.094 | — |
| 2011 | -0.017 | — |
| 2010 | 0.096 | — |
| 2009 | 0.155 | — |
| 2008 | -0.198 | — |
| 2007 | -0.004 | — |
| 2006 | 0.039 | — |
| 2005 | 0.128 | — |
| 2004 | 0.053 | — |
| 2003 | 0.057 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.044 | 0.015 | 0.024 | 0.017 |
| 2023 | 0.028 | 0.025 | -0.004 | 0.050 |
| 2022 | -0.033 | -0.076 | -0.031 | 0.016 |
| 2021 | 0.030 | 0.026 | 0.007 | 0.029 |
| 2020 | -0.088 | 0.063 | 0.026 | 0.044 |
| 2019 | 0.045 | 0.013 | 0.004 | 0.027 |
| 2018 | -0.015 | 0.012 | 0.013 | -0.055 |
| 2017 | 0.017 | 0.012 | 0.016 | 0.022 |
| 2016 | -0.015 | -0.003 | 0.019 | 0.020 |
| 2015 | 0.058 | -0.018 | -0.032 | 0.033 |
| 2014 | 0.017 | 0.027 | 0.030 | 0.024 |
| 2013 | 0.050 | -0.004 | 0.021 | 0.027 |
| 2012 | 0.056 | -0.009 | 0.041 | 0.004 |
| 2011 | -0.013 | -0.004 | -0.048 | 0.050 |
| 2010 | 0.050 | -0.019 | 0.014 | 0.050 |
| 2009 | -0.012 | 0.069 | 0.065 | 0.027 |
| 2008 | -0.080 | -0.020 | -0.027 | -0.087 |
| 2007 | 0.003 | 0.014 | -0.002 | -0.019 |
| 2006 | 0.015 | -0.028 | 0.029 | 0.023 |
| 2005 | 0.018 | 0.051 | 0.033 | 0.021 |
| 2004 | 0.036 | 0.004 | -0.007 | 0.020 |
| 2003 | -0.039 | 0.051 | 0.003 | 0.045 |
| 2002 | -0.073 | -0.060 | 0.011 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.039 |
| 5 years | 0.048 |
| 10 years | 0.032 |