Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | — |
| 1 month | 0.063 | 0 | — |
| 3 months | -0.004 | 0 | — |
| 1 year | 0.063 | 0 | — |
| 3 years | 0.114 | 0 | — |
| 5 years | 0.233 | 0 | — |
| 10 years | 0.117 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.096 | — |
| 2023 | 0.209 | — |
| 2022 | 0.053 | — |
| 2021 | 0.252 | — |
| 2020 | 0.155 | — |
| 2019 | 0.132 | — |
| 2018 | 0.043 | — |
| 2017 | 0.297 | — |
| 2016 | 0.040 | — |
| 2015 | -0.033 | — |
| 2014 | 0.318 | — |
| 2013 | 0.069 | — |
| 2012 | 0.283 | — |
| 2011 | -0.248 | — |
| 2010 | 0.177 | — |
| 2009 | 0.738 | — |
| 2008 | -0.520 | — |
| 2007 | 0.536 | — |
| 2006 | 0.408 | — |
| 2005 | 0.372 | — |
| 2004 | 0.113 | — |
| 2003 | 0.750 | — |
| 2002 | 0.050 | — |
| 2001 | -0.163 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.028 | 0.080 | 0.077 | -0.083 |
| 2023 | -0.041 | 0.110 | 0.026 | 0.107 |
| 2022 | 0.007 | -0.092 | 0.086 | 0.060 |
| 2021 | 0.053 | 0.074 | 0.123 | -0.014 |
| 2020 | -0.294 | 0.199 | 0.095 | 0.245 |
| 2019 | 0.072 | 0.017 | -0.023 | 0.062 |
| 2018 | -0.036 | 0.062 | 0.023 | -0.005 |
| 2017 | 0.121 | 0.042 | 0.032 | 0.076 |
| 2016 | -0.024 | 0.076 | 0.042 | -0.049 |
| 2015 | 0.026 | -0.012 | -0.047 | 0.000 |
| 2014 | 0.061 | 0.137 | 0.051 | 0.040 |
| 2013 | -0.040 | 0.031 | -0.019 | 0.101 |
| 2012 | 0.142 | 0.002 | 0.084 | 0.035 |
| 2011 | -0.052 | -0.028 | -0.125 | -0.067 |
| 2010 | 0.007 | 0.014 | 0.136 | 0.015 |
| 2009 | 0.019 | 0.411 | 0.185 | 0.020 |
| 2008 | -0.232 | -0.148 | -0.028 | -0.246 |
| 2007 | -0.033 | 0.130 | 0.162 | 0.210 |
| 2006 | 0.202 | -0.079 | 0.149 | 0.106 |
| 2005 | -0.023 | 0.095 | 0.175 | 0.091 |
| 2004 | -0.067 | -0.142 | 0.169 | 0.190 |
| 2003 | -0.111 | 0.168 | 0.267 | 0.330 |
| 2002 | 0.072 | -0.065 | -0.076 | 0.134 |
| 2001 | -0.095 | -0.052 | -0.157 | 0.157 |
| 2000 | -0.025 | -0.144 | -0.001 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.114 |
| 5 years | 0.233 |
| 10 years | 0.117 |