Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 41 |
| 1 month | -0.010 | 0 | 52 |
| 3 months | 0.017 | 0 | 41 |
| 1 year | 0.032 | 0 | 77 |
| 3 years | -0.009 | 0 | 94 |
| 5 years | 0.000 | 0 | 91 |
| 10 years | -0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.034 | — |
| 2023 | 0.058 | — |
| 2022 | -0.203 | — |
| 2021 | -0.044 | — |
| 2020 | 0.030 | — |
| 2019 | 0.102 | — |
| 2018 | -0.095 | — |
| 2017 | 0.060 | — |
| 2016 | 0.072 | — |
| 2015 | -0.010 | — |
| 2014 | 0.044 | — |
| 2013 | -0.060 | — |
| 2012 | 0.134 | — |
| 2011 | 0.060 | — |
| 2010 | 0.089 | — |
| 2009 | 0.264 | — |
| 2008 | -0.112 | — |
| 2007 | 0.029 | — |
| 2006 | 0.054 | — |
| 2005 | 0.069 | — |
| 2004 | 0.087 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.019 | -0.013 | 0.057 | -0.028 |
| 2023 | 0.006 | 0.006 | -0.043 | 0.092 |
| 2022 | -0.089 | -0.121 | -0.063 | 0.062 |
| 2021 | -0.050 | 0.036 | -0.016 | -0.014 |
| 2020 | -0.128 | 0.106 | 0.017 | 0.050 |
| 2019 | 0.052 | 0.029 | 0.004 | 0.014 |
| 2018 | -0.027 | -0.054 | 0.009 | -0.025 |
| 2017 | 0.028 | 0.013 | 0.018 | 0.001 |
| 2016 | 0.044 | 0.043 | 0.034 | -0.048 |
| 2015 | 0.015 | -0.006 | -0.033 | 0.015 |
| 2014 | 0.027 | 0.041 | -0.013 | -0.012 |
| 2013 | -0.024 | -0.052 | 0.008 | 0.008 |
| 2012 | 0.037 | 0.016 | 0.050 | 0.025 |
| 2011 | 0.006 | 0.033 | -0.014 | 0.034 |
| 2010 | 0.036 | 0.005 | 0.073 | -0.024 |
| 2009 | 0.036 | 0.107 | 0.093 | 0.009 |
| 2008 | 0.001 | -0.010 | -0.023 | -0.083 |
| 2007 | 0.016 | -0.022 | 0.013 | 0.023 |
| 2006 | 0.007 | -0.030 | 0.050 | 0.029 |
| 2005 | -0.014 | 0.049 | 0.028 | 0.006 |
| 2004 | 0.031 | -0.055 | 0.073 | 0.040 |
| 2003 | 0.096 | 0.017 | 0.042 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | -0.014 |
| 5 years | -0.003 |
| 10 years | -0.005 |