Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.053 | 0 | 45 |
| 1 month | -0.079 | 0 | 64 |
| 3 months | -0.053 | 0 | 45 |
| 1 year | 0.046 | 0 | 46 |
| 3 years | 0.066 | 0 | 44 |
| 5 years | 0.151 | 0 | 27 |
| 10 years | 0.077 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.248 | — |
| 2023 | 0.126 | — |
| 2022 | -0.136 | — |
| 2021 | 0.340 | — |
| 2020 | 0.029 | — |
| 2019 | 0.279 | — |
| 2018 | -0.096 | — |
| 2017 | 0.117 | — |
| 2016 | 0.116 | — |
| 2015 | 0.052 | — |
| 2014 | 0.228 | — |
| 2013 | 0.201 | — |
| 2012 | 0.092 | — |
| 2011 | -0.100 | — |
| 2010 | 0.217 | — |
| 2009 | 0.310 | — |
| 2008 | -0.467 | — |
| 2007 | 0.018 | — |
| 2006 | 0.116 | — |
| 2005 | 0.211 | — |
| 2004 | -0.022 | — |
| 2003 | -0.005 | — |
| 2002 | -0.525 | — |
| 2001 | -0.423 | — |
| 2000 | -0.046 | — |
| 1999 | 0.981 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.129 | 0.030 | -0.003 | 0.076 |
| 2023 | 0.033 | 0.054 | -0.006 | 0.040 |
| 2022 | -0.050 | -0.102 | 0.000 | 0.013 |
| 2021 | 0.107 | 0.059 | 0.021 | 0.120 |
| 2020 | -0.217 | 0.189 | 0.041 | 0.062 |
| 2019 | 0.162 | 0.010 | 0.039 | 0.049 |
| 2018 | -0.055 | 0.081 | 0.026 | -0.138 |
| 2017 | 0.055 | -0.001 | 0.017 | 0.042 |
| 2016 | -0.019 | 0.037 | 0.017 | 0.080 |
| 2015 | 0.146 | -0.049 | -0.129 | 0.108 |
| 2014 | 0.029 | 0.058 | 0.051 | 0.073 |
| 2013 | 0.116 | -0.015 | 0.046 | 0.045 |
| 2012 | 0.088 | -0.017 | 0.045 | -0.023 |
| 2011 | -0.030 | -0.019 | -0.103 | 0.055 |
| 2010 | 0.102 | -0.015 | 0.027 | 0.091 |
| 2009 | -0.041 | 0.165 | 0.119 | 0.048 |
| 2008 | -0.158 | 0.003 | -0.178 | -0.231 |
| 2007 | 0.039 | 0.078 | -0.017 | -0.075 |
| 2006 | 0.061 | -0.067 | 0.041 | 0.083 |
| 2005 | 0.037 | 0.079 | 0.029 | 0.051 |
| 2004 | 0.025 | 0.019 | -0.034 | -0.031 |
| 2003 | -0.099 | 0.079 | 0.002 | 0.021 |
| 2002 | -0.098 | -0.329 | -0.252 | 0.050 |
| 2001 | -0.360 | 0.135 | -0.375 | 0.270 |
| 2000 | 0.260 | -0.102 | 0.215 | -0.306 |
| 1999 | 0.232 | 0.002 | 0.011 | 0.586 |
| 1998 | 0.070 | -0.207 | 0.255 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.004 |
| 3 years | 0.051 |
| 5 years | 0.146 |
| 10 years | 0.074 |