Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 16 |
| 1 month | -0.002 | 0 | 5 |
| 3 months | -0.058 | 0 | 24 |
| 1 year | 0.045 | 0 | 16 |
| 3 years | 0.049 | 0 | 21 |
| 5 years | 0.074 | 0 | 27 |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.094 | — |
| 2022 | -0.082 | — |
| 2021 | 0.109 | — |
| 2020 | 0.012 | — |
| 2019 | 0.213 | — |
| 2018 | -0.079 | — |
| 2017 | 0.111 | — |
| 2016 | 0.076 | — |
| 2015 | 0.155 | — |
| 2014 | 0.134 | — |
| 2013 | 0.096 | — |
| 2012 | 0.116 | — |
| 2011 | -0.079 | — |
| 2010 | 0.260 | — |
| 2009 | 0.299 | — |
| 2008 | -0.387 | — |
| 2007 | 0.002 | — |
| 2006 | 0.007 | — |
| 2005 | 0.466 | — |
| 2004 | 0.059 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.078 | -0.018 | 0.055 | 0.019 |
| 2023 | 0.027 | 0.019 | 0.000 | 0.046 |
| 2022 | -0.018 | -0.088 | -0.017 | 0.042 |
| 2021 | 0.064 | 0.005 | 0.046 | -0.009 |
| 2020 | -0.192 | 0.110 | 0.007 | 0.121 |
| 2019 | 0.109 | 0.008 | 0.043 | 0.040 |
| 2018 | -0.038 | 0.042 | 0.028 | -0.106 |
| 2017 | 0.054 | -0.017 | 0.008 | 0.064 |
| 2016 | -0.073 | 0.041 | 0.071 | 0.041 |
| 2015 | 0.224 | -0.032 | -0.137 | 0.130 |
| 2014 | -0.010 | 0.072 | 0.049 | 0.018 |
| 2013 | 0.120 | -0.044 | 0.042 | -0.017 |
| 2012 | 0.077 | -0.017 | 0.022 | 0.032 |
| 2011 | -0.057 | -0.017 | -0.038 | 0.033 |
| 2010 | 0.108 | -0.007 | 0.027 | 0.115 |
| 2009 | -0.050 | 0.200 | 0.106 | 0.030 |
| 2008 | -0.172 | -0.008 | -0.121 | -0.151 |
| 2007 | 0.029 | 0.045 | 0.007 | -0.074 |
| 2006 | 0.040 | -0.108 | 0.038 | 0.046 |
| 2005 | 0.049 | 0.078 | 0.155 | 0.122 |
| 2004 | 0.149 | -0.049 | -0.054 | 0.025 |
| 2003 | 0.073 | 0.163 | 0.012 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.028 |
| 5 years | 0.060 |
| 10 years | 0.040 |