Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 39 |
| 1 month | -0.018 | 0 | 33 |
| 3 months | 0.001 | 0 | 39 |
| 1 year | 0.025 | 0 | 72 |
| 3 years | 0.020 | 0 | 60 |
| 5 years | 0.053 | 0 | 60 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.053 | — |
| 2023 | 0.049 | — |
| 2022 | -0.045 | — |
| 2021 | 0.075 | — |
| 2020 | 0.010 | — |
| 2019 | 0.095 | — |
| 2018 | -0.076 | — |
| 2017 | 0.078 | — |
| 2016 | 0.044 | — |
| 2015 | -0.016 | — |
| 2014 | 0.030 | — |
| 2013 | 0.069 | — |
| 2012 | 0.089 | — |
| 2011 | -0.014 | — |
| 2010 | 0.080 | — |
| 2009 | 0.174 | — |
| 2008 | -0.192 | — |
| 2007 | 0.013 | — |
| 2006 | 0.019 | — |
| 2005 | 0.096 | — |
| 2004 | 0.042 | — |
| 2003 | 0.101 | — |
| 2002 | -0.112 | — |
| 2001 | -0.067 | — |
| 2000 | 0.031 | — |
| 1999 | 0.073 | — |
| 1998 | 0.121 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.029 | 0.006 | 0.010 | 0.008 |
| 2023 | 0.010 | 0.000 | 0.004 | 0.034 |
| 2022 | -0.003 | -0.041 | -0.013 | 0.013 |
| 2021 | 0.016 | 0.037 | 0.011 | 0.009 |
| 2020 | -0.115 | 0.079 | 0.009 | 0.048 |
| 2019 | 0.048 | 0.022 | 0.014 | 0.009 |
| 2018 | -0.017 | -0.005 | 0.002 | -0.057 |
| 2017 | 0.032 | 0.014 | 0.011 | 0.018 |
| 2016 | 0.007 | 0.007 | 0.042 | -0.012 |
| 2015 | 0.023 | -0.016 | -0.042 | 0.021 |
| 2014 | 0.009 | 0.017 | -0.009 | 0.013 |
| 2013 | 0.037 | -0.020 | 0.031 | 0.021 |
| 2012 | 0.038 | -0.017 | 0.045 | 0.021 |
| 2011 | 0.011 | 0.003 | -0.054 | 0.029 |
| 2010 | 0.037 | -0.050 | 0.071 | 0.025 |
| 2009 | -0.048 | 0.091 | 0.092 | 0.035 |
| 2008 | -0.043 | -0.021 | -0.050 | -0.093 |
| 2007 | 0.007 | -0.006 | 0.007 | 0.005 |
| 2006 | 0.013 | -0.029 | 0.026 | 0.011 |
| 2005 | 0.005 | 0.032 | 0.028 | 0.028 |
| 2004 | 0.003 | -0.025 | 0.029 | 0.035 |
| 2003 | -0.014 | 0.064 | 0.017 | 0.032 |
| 2002 | 0.007 | -0.055 | -0.077 | 0.011 |
| 2001 | -0.048 | 0.001 | -0.058 | 0.040 |
| 2000 | -0.011 | 0.013 | 0.009 | 0.020 |
| 1999 | 0.046 | -0.003 | -0.027 | 0.057 |
| 1998 | 0.074 | 0.006 | -0.061 | 0.106 |
| 1997 | -0.048 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | 0.011 |
| 5 years | 0.048 |
| 10 years | 0.021 |