Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 14 |
| 1 month | -0.028 | 0 | 30 |
| 3 months | 0.005 | 0 | 14 |
| 1 year | 0.043 | 0 | 29 |
| 3 years | 0.033 | 0 | 41 |
| 5 years | 0.082 | 0 | 39 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.075 | — |
| 2023 | 0.055 | — |
| 2022 | -0.052 | — |
| 2021 | 0.106 | — |
| 2020 | 0.045 | — |
| 2019 | 0.139 | — |
| 2018 | -0.057 | — |
| 2017 | 0.090 | — |
| 2016 | 0.160 | — |
| 2015 | -0.012 | — |
| 2014 | 0.046 | — |
| 2013 | 0.086 | — |
| 2012 | 0.106 | — |
| 2011 | -0.074 | — |
| 2010 | 0.170 | — |
| 2009 | 0.242 | — |
| 2008 | -0.312 | — |
| 2007 | 0.043 | — |
| 2006 | 0.101 | — |
| 2005 | 0.260 | — |
| 2004 | 0.114 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.036 | 0.011 | 0.019 | 0.008 |
| 2023 | 0.016 | -0.015 | -0.001 | 0.055 |
| 2022 | -0.020 | -0.045 | -0.025 | 0.039 |
| 2021 | 0.033 | 0.039 | 0.016 | 0.014 |
| 2020 | -0.158 | 0.133 | 0.008 | 0.085 |
| 2019 | 0.056 | 0.044 | 0.017 | 0.016 |
| 2018 | -0.056 | 0.057 | 0.005 | -0.060 |
| 2017 | 0.038 | 0.014 | 0.004 | 0.031 |
| 2016 | 0.008 | 0.041 | 0.077 | 0.026 |
| 2015 | 0.045 | -0.038 | -0.057 | 0.042 |
| 2014 | 0.006 | 0.013 | 0.001 | 0.026 |
| 2013 | 0.083 | -0.029 | 0.015 | 0.016 |
| 2012 | 0.085 | -0.048 | 0.050 | 0.020 |
| 2011 | -0.003 | 0.005 | -0.108 | 0.036 |
| 2010 | 0.077 | -0.071 | 0.080 | 0.083 |
| 2009 | -0.080 | 0.107 | 0.186 | 0.028 |
| 2008 | -0.107 | -0.017 | -0.132 | -0.096 |
| 2007 | 0.029 | 0.037 | -0.013 | -0.011 |
| 2006 | 0.086 | -0.076 | 0.031 | 0.065 |
| 2005 | 0.029 | 0.045 | 0.104 | 0.062 |
| 2004 | 0.026 | 0.002 | 0.008 | 0.076 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.033 |
| 5 years | 0.082 |
| 10 years | 0.048 |