Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 30 |
| 1 month | -0.032 | 0 | 41 |
| 3 months | -0.032 | 0 | 23 |
| 1 year | 0.027 | 0 | 83 |
| 3 years | 0.069 | 0 | 87 |
| 5 years | 0.099 | 0 | 63 |
| 10 years | 0.077 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.078 | — |
| 2023 | 0.125 | — |
| 2022 | 0.024 | — |
| 2021 | 0.131 | — |
| 2020 | 0.137 | — |
| 2019 | 0.079 | — |
| 2018 | 0.048 | — |
| 2017 | 0.106 | — |
| 2016 | 0.082 | — |
| 2015 | 0.024 | — |
| 2014 | 0.270 | — |
| 2013 | 0.083 | — |
| 2012 | 0.219 | — |
| 2011 | -0.111 | — |
| 2010 | 0.142 | — |
| 2009 | 0.253 | — |
| 2008 | -0.158 | — |
| 2007 | 0.211 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.025 | 0.026 | 0.057 | -0.030 |
| 2023 | 0.002 | 0.049 | 0.024 | 0.045 |
| 2022 | 0.003 | -0.044 | 0.034 | 0.032 |
| 2021 | 0.023 | 0.049 | 0.048 | 0.006 |
| 2020 | -0.105 | 0.108 | 0.032 | 0.111 |
| 2019 | 0.024 | 0.034 | -0.002 | 0.022 |
| 2018 | -0.009 | 0.013 | 0.027 | 0.017 |
| 2017 | 0.049 | 0.025 | -0.011 | 0.041 |
| 2016 | -0.018 | 0.054 | 0.043 | 0.002 |
| 2015 | 0.012 | 0.004 | 0.016 | -0.009 |
| 2014 | 0.045 | 0.106 | 0.055 | 0.041 |
| 2013 | -0.010 | 0.029 | -0.008 | 0.071 |
| 2012 | 0.105 | 0.010 | 0.051 | 0.040 |
| 2011 | -0.032 | -0.012 | -0.057 | -0.014 |
| 2010 | 0.013 | 0.023 | 0.074 | 0.027 |
| 2009 | -0.004 | 0.132 | 0.076 | 0.033 |
| 2008 | -0.106 | -0.062 | 0.009 | -0.006 |
| 2007 | -0.036 | 0.059 | 0.090 | 0.088 |
| 2006 | 0.044 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.069 |
| 5 years | 0.099 |
| 10 years | 0.077 |