Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 18 |
| 1 month | 0.004 | 0 | 8 |
| 3 months | -0.043 | 0 | 28 |
| 1 year | 0.030 | 0 | 48 |
| 3 years | 0.041 | 0 | 32 |
| 5 years | 0.070 | 0 | 29 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.116 | — |
| 2022 | -0.126 | — |
| 2021 | 0.122 | — |
| 2020 | 0.163 | — |
| 2019 | 0.241 | — |
| 2018 | -0.058 | — |
| 2017 | 0.105 | — |
| 2016 | 0.111 | — |
| 2015 | 0.032 | — |
| 2014 | 0.095 | — |
| 2013 | 0.228 | — |
| 2012 | 0.104 | — |
| 2011 | -0.041 | — |
| 2010 | 0.131 | — |
| 2009 | 0.159 | — |
| 2008 | -0.212 | — |
| 2007 | 0.051 | — |
| 2006 | 0.149 | — |
| 2005 | 0.182 | — |
| 2004 | 0.082 | — |
| 2003 | 0.129 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.052 | 0.026 | 0 | -0.010 |
| 2023 | 0.042 | 0.010 | -0.019 | 0.081 |
| 2022 | -0.052 | -0.092 | -0.011 | 0.028 |
| 2021 | -0.004 | 0.065 | 0.018 | 0.039 |
| 2020 | -0.102 | 0.159 | 0.031 | 0.083 |
| 2019 | 0.093 | 0.073 | 0.037 | 0.022 |
| 2018 | -0.034 | 0.062 | 0.012 | -0.092 |
| 2017 | 0.037 | 0.025 | 0.005 | 0.034 |
| 2016 | 0.001 | 0.018 | 0.070 | 0.018 |
| 2015 | 0.060 | -0.025 | -0.052 | 0.053 |
| 2014 | 0.015 | 0.004 | 0.010 | 0.064 |
| 2013 | 0.114 | 0.002 | 0.040 | 0.058 |
| 2012 | 0.071 | -0.038 | 0.044 | 0.026 |
| 2011 | 0.012 | 0.019 | -0.110 | 0.046 |
| 2010 | 0.063 | -0.061 | 0.055 | 0.073 |
| 2009 | -0.093 | 0.079 | 0.165 | 0.017 |
| 2008 | -0.080 | -0.047 | -0.046 | -0.058 |
| 2007 | 0.034 | 0.033 | -0.019 | 0.003 |
| 2006 | 0.090 | -0.043 | 0.037 | 0.063 |
| 2005 | 0.021 | 0.024 | 0.063 | 0.063 |
| 2004 | -0.014 | 0.018 | 0.011 | 0.066 |
| 2003 | -0.055 | 0.119 | 0.016 | 0.050 |
| 2002 | 0.038 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.025 |
| 5 years | 0.060 |
| 10 years | 0.062 |