Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.185 | 0 | 75 |
| 1 month | -0.046 | 0 | 58 |
| 3 months | -0.204 | 0 | 63 |
| 1 year | -0.033 | 0 | 41 |
| 3 years | 0.105 | 0 | 35 |
| 5 years | 0.130 | 0 | 61 |
| 10 years | 0.125 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.365 | — |
| 2023 | 0.262 | — |
| 2022 | -0.128 | — |
| 2021 | 0.387 | — |
| 2020 | 0.026 | — |
| 2019 | 0.389 | — |
| 2018 | 0.056 | — |
| 2017 | 0.086 | — |
| 2016 | 0.176 | — |
| 2015 | 0.095 | — |
| 2014 | 0.374 | — |
| 2013 | 0.307 | — |
| 2012 | 0.082 | — |
| 2011 | 0.013 | — |
| 2010 | 0.066 | — |
| 2009 | 0.234 | — |
| 2008 | -0.307 | — |
| 2007 | -0.024 | — |
| 2006 | -0.024 | — |
| 2005 | 0.248 | — |
| 2004 | 0.007 | — |
| 2003 | 0.067 | — |
| 2002 | -0.376 | — |
| 2001 | -0.025 | — |
| 2000 | -0.035 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.177 | 0.035 | 0.005 | 0.115 |
| 2023 | 0.091 | 0.140 | -0.036 | 0.051 |
| 2022 | -0.043 | -0.097 | 0.022 | -0.012 |
| 2021 | 0.111 | 0.069 | 0.025 | 0.139 |
| 2020 | -0.138 | 0.119 | 0.037 | 0.025 |
| 2019 | 0.182 | 0.042 | 0.088 | 0.036 |
| 2018 | 0.014 | 0.103 | 0.086 | -0.131 |
| 2017 | 0.042 | -0.030 | 0.009 | 0.065 |
| 2016 | -0.043 | 0.067 | 0.053 | 0.094 |
| 2015 | 0.123 | -0.035 | -0.061 | 0.076 |
| 2014 | 0.033 | 0.075 | 0.087 | 0.137 |
| 2013 | 0.112 | 0.073 | 0.000 | 0.095 |
| 2012 | 0.094 | 0.001 | 0.006 | -0.018 |
| 2011 | -0.020 | 0.002 | -0.054 | 0.091 |
| 2010 | 0.049 | -0.033 | -0.054 | 0.111 |
| 2009 | -0.021 | 0.090 | 0.051 | 0.101 |
| 2008 | -0.177 | -0.013 | 0.013 | -0.158 |
| 2007 | 0.026 | 0.041 | -0.049 | -0.038 |
| 2006 | 0.020 | -0.095 | 0.066 | -0.008 |
| 2005 | 0.028 | 0.131 | 0.010 | 0.063 |
| 2004 | 0.052 | 0.011 | -0.049 | -0.004 |
| 2003 | -0.049 | 0.084 | -0.011 | 0.047 |
| 2002 | -0.029 | -0.239 | -0.187 | 0.040 |
| 2001 | -0.055 | 0.126 | -0.174 | 0.108 |
| 2000 | 0.029 | -0.028 | 0.079 | -0.105 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.071 |
| 3 years | 0.092 |
| 5 years | 0.123 |
| 10 years | 0.122 |