Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 11 |
| 1 month | 0.004 | 0 | 45 |
| 3 months | 0.016 | 0 | 12 |
| 1 year | 0.073 | 0 | 39 |
| 3 years | 0.045 | 0 | 39 |
| 5 years | 0.057 | 0 | 39 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.029 | — |
| 2023 | 0.090 | — |
| 2022 | -0.116 | — |
| 2021 | 0.074 | — |
| 2020 | 0.082 | — |
| 2019 | 0.170 | — |
| 2018 | -0.083 | — |
| 2017 | 0.139 | — |
| 2016 | 0.047 | — |
| 2015 | -0.027 | — |
| 2014 | 0.021 | — |
| 2013 | 0.148 | — |
| 2012 | 0.101 | — |
| 2011 | 0.013 | — |
| 2010 | 0.069 | — |
| 2009 | 0.133 | — |
| 2008 | -0.162 | — |
| 2007 | 0.074 | — |
| 2006 | 0.153 | — |
| 2005 | 0.023 | — |
| 2004 | 0.155 | — |
| 2003 | 0.219 | — |
| 2002 | -0.004 | — |
| 2001 | -0.071 | — |
| 2000 | 0.016 | — |
| 1999 | 0.070 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.035 | — | — | — |
| 2024 | 0.030 | -0.013 | 0.071 | -0.054 |
| 2023 | 0.025 | 0.013 | -0.038 | 0.092 |
| 2022 | -0.046 | -0.102 | -0.064 | 0.102 |
| 2021 | 0.019 | 0.034 | -0.010 | 0.030 |
| 2020 | -0.146 | 0.106 | 0.041 | 0.101 |
| 2019 | 0.074 | 0.033 | 0.009 | 0.045 |
| 2018 | -0.010 | -0.027 | 0.018 | -0.066 |
| 2017 | 0.041 | 0.038 | 0.026 | 0.027 |
| 2016 | 0.036 | 0.025 | 0.021 | -0.035 |
| 2015 | 0.006 | -0.009 | -0.046 | 0.023 |
| 2014 | 0.013 | 0.032 | -0.030 | 0.008 |
| 2013 | 0.047 | 0.007 | 0.045 | 0.042 |
| 2012 | 0.063 | -0.017 | 0.052 | 0.002 |
| 2011 | 0.031 | 0.023 | -0.081 | 0.046 |
| 2010 | 0.014 | -0.071 | 0.091 | 0.039 |
| 2009 | -0.101 | 0.120 | 0.119 | 0.006 |
| 2008 | -0.009 | -0.031 | -0.078 | -0.054 |
| 2007 | 0.016 | 0.020 | 0.030 | 0.005 |
| 2006 | 0.043 | 0.020 | 0.031 | 0.051 |
| 2005 | -0.008 | -0.009 | 0.037 | 0.003 |
| 2004 | 0.027 | -0.003 | 0.021 | 0.104 |
| 2003 | -0.021 | 0.114 | 0.014 | 0.102 |
| 2002 | 0.003 | 0.011 | -0.061 | 0.047 |
| 2001 | -0.065 | 0.013 | -0.045 | 0.028 |
| 2000 | 0.012 | 0.010 | -0.019 | 0.013 |
| 1999 | -0.028 | 0.017 | -0.002 | 0.085 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.024 |
| 5 years | 0.044 |
| 10 years | 0.032 |