Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.061 | 0 | 63 |
| 1 month | -0.080 | 0 | 67 |
| 3 months | -0.061 | 0 | 63 |
| 1 year | 0.014 | 0 | 77 |
| 3 years | 0.042 | 0 | 76 |
| 5 years | 0.117 | 0 | 69 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.190 | — |
| 2023 | 0.142 | — |
| 2022 | -0.166 | — |
| 2021 | 0.228 | — |
| 2020 | 0.061 | — |
| 2019 | 0.270 | — |
| 2018 | -0.088 | — |
| 2017 | 0.085 | — |
| 2016 | 0.058 | — |
| 2015 | 0.083 | — |
| 2014 | 0.165 | — |
| 2013 | 0.185 | — |
| 2012 | 0.167 | — |
| 2011 | -0.169 | — |
| 2010 | 0.154 | — |
| 2009 | 0.247 | — |
| 2008 | -0.404 | — |
| 2007 | -0.009 | — |
| 2006 | 0.031 | — |
| 2005 | 0.264 | — |
| 2004 | 0.060 | — |
| 2003 | 0.076 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.102 | 0.009 | 0.017 | 0.052 |
| 2023 | 0.053 | 0.043 | -0.023 | 0.065 |
| 2022 | -0.060 | -0.116 | -0.002 | 0.006 |
| 2021 | 0.085 | 0.053 | 0.007 | 0.068 |
| 2020 | -0.202 | 0.173 | 0.041 | 0.089 |
| 2019 | 0.138 | 0.021 | 0.036 | 0.055 |
| 2018 | -0.031 | 0.047 | 0.039 | -0.134 |
| 2017 | 0.048 | -0.012 | 0.012 | 0.036 |
| 2016 | -0.060 | 0.026 | 0.044 | 0.051 |
| 2015 | 0.163 | -0.036 | -0.108 | 0.083 |
| 2014 | 0.008 | 0.040 | 0.053 | 0.056 |
| 2013 | 0.097 | -0.010 | 0.036 | 0.053 |
| 2012 | 0.095 | -0.030 | 0.064 | 0.032 |
| 2011 | -0.021 | -0.020 | -0.181 | 0.058 |
| 2010 | 0.060 | -0.040 | 0.038 | 0.092 |
| 2009 | -0.080 | 0.137 | 0.141 | 0.044 |
| 2008 | -0.140 | -0.014 | -0.113 | -0.208 |
| 2007 | 0.014 | 0.047 | -0.025 | -0.042 |
| 2006 | 0.039 | -0.074 | 0.030 | 0.040 |
| 2005 | 0.040 | 0.081 | 0.078 | 0.042 |
| 2004 | 0.061 | 0.008 | -0.033 | 0.026 |
| 2003 | -0.090 | 0.106 | 0.034 | 0.034 |
| 2002 | -0.164 | -0.014 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.032 |
| 5 years | 0.110 |
| 10 years | 0.052 |