Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 21 |
| 1 month | -0.008 | 0 | 39 |
| 3 months | 0.011 | 0 | 21 |
| 1 year | 0.028 | 0 | 38 |
| 3 years | -0.002 | 0 | 38 |
| 5 years | 0.004 | 0 | 52 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.024 | — |
| 2023 | 0.094 | — |
| 2022 | -0.172 | — |
| 2021 | -0.025 | — |
| 2020 | 0.081 | — |
| 2019 | 0.090 | — |
| 2018 | -0.020 | — |
| 2017 | 0.050 | — |
| 2016 | 0.105 | — |
| 2015 | 0.001 | — |
| 2014 | 0.127 | — |
| 2013 | 0.018 | — |
| 2012 | 0.148 | — |
| 2011 | 0.077 | — |
| 2010 | 0.084 | — |
| 2009 | 0.085 | — |
| 2008 | -0.059 | — |
| 2007 | 0.014 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.007 | -0.001 | 0.026 | -0.008 |
| 2023 | 0.024 | -0.026 | 0.020 | 0.075 |
| 2022 | -0.057 | -0.071 | -0.105 | 0.056 |
| 2021 | -0.039 | 0.021 | -0.009 | 0.003 |
| 2020 | -0.029 | 0.069 | 0.011 | 0.030 |
| 2019 | 0.035 | 0.023 | 0.034 | -0.005 |
| 2018 | -0.011 | -0.002 | -0.005 | -0.002 |
| 2017 | 0.022 | 0.008 | 0.003 | 0.017 |
| 2016 | 0.028 | 0.041 | 0.052 | -0.018 |
| 2015 | 0.035 | -0.037 | 0.007 | -0.001 |
| 2014 | 0.031 | 0.022 | 0.026 | 0.041 |
| 2013 | 0.022 | -0.033 | 0.021 | 0.009 |
| 2012 | 0.030 | 0.025 | 0.058 | 0.027 |
| 2011 | 0.013 | 0.022 | 0.007 | 0.033 |
| 2010 | 0.036 | 0.022 | 0.053 | -0.028 |
| 2009 | -0.055 | 0.072 | 0.068 | 0.002 |
| 2008 | -0.032 | -0.006 | -0.011 | -0.012 |
| 2007 | 0.000 | -0.019 | 0.013 | 0.020 |
| 2006 | -0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | -0.002 |
| 5 years | 0.004 |
| 10 years | 0.017 |