Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 52 |
| 1 month | -0.011 | 0 | 60 |
| 3 months | 0.004 | 0 | 52 |
| 1 year | 0.067 | 0 | 31 |
| 3 years | 0.043 | 0 | 28 |
| 5 years | 0.067 | 0 | 15 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | 0.132 | — |
| 2022 | -0.128 | — |
| 2021 | 0.037 | — |
| 2020 | 0.018 | — |
| 2019 | 0.127 | — |
| 2018 | -0.052 | — |
| 2017 | 0.052 | — |
| 2016 | 0.083 | — |
| 2015 | -0.042 | — |
| 2014 | -0.021 | — |
| 2013 | 0.070 | — |
| 2012 | 0.171 | — |
| 2011 | 0.001 | — |
| 2010 | 0.197 | — |
| 2009 | 0.766 | — |
| 2008 | -0.465 | — |
| 2007 | -0.017 | — |
| 2006 | 0.104 | — |
| 2005 | 0.062 | — |
| 2004 | 0.129 | — |
| 2003 | 0.190 | — |
| 2002 | -0.015 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.023 | 0.013 | 0.032 | 0.017 |
| 2023 | 0.027 | 0.017 | 0.020 | 0.063 |
| 2022 | -0.049 | -0.128 | 0.003 | 0.049 |
| 2021 | 0.018 | 0.015 | 0.006 | -0.002 |
| 2020 | -0.175 | 0.134 | 0.019 | 0.067 |
| 2019 | 0.061 | 0.019 | 0.015 | 0.027 |
| 2018 | -0.005 | -0.012 | 0.015 | -0.050 |
| 2017 | 0.009 | 0.017 | 0.018 | 0.006 |
| 2016 | 0.016 | 0.008 | 0.033 | 0.024 |
| 2015 | -0.005 | -0.007 | -0.037 | 0.007 |
| 2014 | 0.029 | 0.017 | -0.021 | -0.045 |
| 2013 | 0.020 | -0.022 | 0.038 | 0.033 |
| 2012 | 0.081 | -0.014 | 0.054 | 0.043 |
| 2011 | 0.048 | 0.015 | -0.104 | 0.050 |
| 2010 | 0.109 | 0.001 | 0.066 | 0.012 |
| 2009 | 0.024 | 0.326 | 0.239 | 0.050 |
| 2008 | -0.078 | 0.025 | -0.129 | -0.350 |
| 2007 | 0.029 | 0.010 | -0.031 | -0.023 |
| 2006 | 0.035 | -0.006 | 0.026 | 0.046 |
| 2005 | -0.001 | 0.012 | 0.045 | 0.005 |
| 2004 | 0.031 | 0.003 | 0.048 | 0.042 |
| 2003 | 0.034 | 0.076 | 0.030 | 0.038 |
| 2002 | -0.005 | -0.016 | -0.037 | 0.045 |
| 2001 | -0.101 | 0.052 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.039 |
| 5 years | 0.065 |
| 10 years | 0.028 |