Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 45 |
| 1 month | 0.021 | 0 | 36 |
| 3 months | -0.038 | 0 | 13 |
| 1 year | -0.013 | 0 | 59 |
| 3 years | 0.047 | 0 | 20 |
| 5 years | 0.012 | 0 | 42 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.081 | — |
| 2023 | 0.087 | — |
| 2022 | -0.063 | — |
| 2021 | 0.005 | — |
| 2020 | -0.021 | — |
| 2019 | 0.078 | — |
| 2018 | 0.024 | — |
| 2017 | 0.055 | — |
| 2016 | 0.080 | — |
| 2015 | -0.028 | — |
| 2014 | 0.147 | — |
| 2013 | 0.060 | — |
| 2012 | 0.107 | — |
| 2011 | 0.010 | — |
| 2010 | -0.089 | — |
| 2009 | 0.079 | — |
| 2008 | 0.095 | — |
| 2007 | 0.025 | — |
| 2006 | -0.100 | — |
| 2005 | 0.109 | — |
| 2004 | -0.002 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | — | — | — |
| 2024 | 0.046 | -0.012 | 0.024 | 0.021 |
| 2023 | 0.035 | 0.054 | -0.022 | 0.019 |
| 2022 | -0.041 | -0.047 | -0.013 | 0.038 |
| 2021 | 0.010 | -0.010 | 0.006 | -0.002 |
| 2020 | -0.008 | -0.004 | 0.025 | -0.034 |
| 2019 | 0.042 | 0.039 | 0.026 | -0.029 |
| 2018 | 0.037 | 0.013 | -0.014 | -0.011 |
| 2017 | 0.001 | 0.016 | 0.010 | 0.027 |
| 2016 | 0.025 | 0.035 | 0.041 | -0.021 |
| 2015 | 0.008 | -0.041 | 0.018 | -0.013 |
| 2014 | 0.034 | 0.050 | 0.012 | 0.043 |
| 2013 | -0.021 | 0.044 | 0.002 | 0.035 |
| 2012 | 0.060 | -0.012 | 0.007 | 0.049 |
| 2011 | 0.003 | 0.049 | -0.015 | -0.027 |
| 2010 | -0.023 | -0.013 | -0.007 | -0.049 |
| 2009 | 0.002 | 0.063 | 0.005 | 0.009 |
| 2008 | 0.000 | 0.009 | 0.022 | 0.062 |
| 2007 | 0.033 | -0.045 | 0.010 | 0.028 |
| 2006 | -0.032 | -0.049 | 0.030 | -0.051 |
| 2005 | 0.033 | 0.089 | -0.019 | 0.006 |
| 2004 | 0.061 | -0.043 | -0.001 | -0.017 |
| 2003 | -0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.042 |
| 3 years | 0.037 |
| 5 years | 0.005 |
| 10 years | 0.021 |