Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0 | 17 |
| 1 month | -0.020 | 0 | 41 |
| 3 months | 0.042 | 0 | 17 |
| 1 year | 0.088 | 0 | 10 |
| 3 years | 0.061 | 0 | 15 |
| 5 years | 0.106 | 0 | 13 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.076 | — |
| 2023 | 0.140 | — |
| 2022 | -0.142 | — |
| 2021 | 0.126 | — |
| 2020 | 0 | — |
| 2019 | 0.208 | — |
| 2018 | -0.135 | — |
| 2017 | 0.098 | — |
| 2016 | 0.066 | — |
| 2015 | 0.079 | — |
| 2014 | 0.034 | — |
| 2013 | 0.149 | — |
| 2012 | 0.190 | — |
| 2011 | -0.126 | — |
| 2010 | 0.131 | — |
| 2009 | 0.288 | — |
| 2008 | -0.336 | — |
| 2007 | 0.012 | — |
| 2006 | 0.072 | — |
| 2005 | 0.182 | — |
| 2004 | 0.061 | — |
| 2003 | 0.099 | — |
| 2002 | -0.086 | — |
| 2001 | -0.024 | — |
| 2000 | 0.024 | — |
| 1999 | 0.272 | — |
| 1998 | 0.077 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.030 | -0.008 | 0.069 | -0.016 |
| 2023 | 0.051 | 0.020 | -0.009 | 0.073 |
| 2022 | -0.080 | -0.085 | -0.045 | 0.068 |
| 2021 | 0.071 | 0.025 | 0.018 | 0.008 |
| 2020 | -0.252 | 0.162 | 0.021 | 0.127 |
| 2019 | 0.104 | 0.021 | 0.005 | 0.066 |
| 2018 | -0.031 | 0.016 | 0.012 | -0.131 |
| 2017 | 0.047 | 0.007 | 0.031 | 0.010 |
| 2016 | -0.054 | -0.027 | 0.066 | 0.086 |
| 2015 | 0.141 | -0.016 | -0.092 | 0.058 |
| 2014 | 0.021 | 0.020 | -0.007 | 0.002 |
| 2013 | 0.057 | -0.005 | 0.050 | 0.041 |
| 2012 | 0.124 | -0.029 | 0.070 | 0.019 |
| 2011 | 0.016 | -0.013 | -0.165 | 0.044 |
| 2010 | 0.060 | -0.041 | 0.056 | 0.054 |
| 2009 | -0.066 | 0.180 | 0.136 | 0.029 |
| 2008 | -0.109 | -0.029 | -0.090 | -0.157 |
| 2007 | 0.018 | 0.038 | -0.023 | -0.019 |
| 2006 | 0.046 | -0.042 | 0.033 | 0.035 |
| 2005 | 0.030 | 0.046 | 0.055 | 0.039 |
| 2004 | 0.045 | 0 | -0.014 | 0.029 |
| 2003 | -0.035 | 0.076 | 0.035 | 0.022 |
| 2002 | 0.021 | -0.059 | -0.060 | 0.012 |
| 2001 | -0.015 | 0.025 | -0.078 | 0.048 |
| 2000 | 0.056 | -0.008 | 0.018 | -0.040 |
| 1999 | 0.053 | 0.064 | 0.002 | 0.133 |
| 1998 | 0.088 | 0.017 | -0.087 | 0.067 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.053 |
| 5 years | 0.101 |
| 10 years | 0.034 |