Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 13 |
| 1 month | 0.010 | 0 | 53 |
| 3 months | 0.009 | 0 | 25 |
| 1 year | 0.062 | 0 | 8 |
| 3 years | 0.021 | 0 | 22 |
| 5 years | 0.008 | 0 | 24 |
| 10 years | 0.002 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.065 | — |
| 2022 | -0.091 | — |
| 2021 | -0.017 | — |
| 2020 | 0.009 | — |
| 2019 | 0.032 | — |
| 2018 | -0.028 | — |
| 2017 | 0.010 | — |
| 2016 | 0.016 | — |
| 2015 | 0.000 | — |
| 2014 | 0.069 | — |
| 2013 | 0.036 | — |
| 2012 | 0.087 | — |
| 2011 | 0.014 | — |
| 2010 | -0.004 | — |
| 2009 | 0.132 | — |
| 2008 | 0.007 | — |
| 2007 | 0.011 | — |
| 2006 | 0.001 | — |
| 2005 | 0.027 | — |
| 2004 | 0.046 | — |
| 2003 | 0.038 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | -0.003 | 0.001 | 0.033 | 0.008 |
| 2023 | 0.015 | 0.000 | 0.004 | 0.044 |
| 2022 | -0.026 | -0.042 | -0.027 | 0.001 |
| 2021 | -0.004 | -0.003 | 0.000 | -0.009 |
| 2020 | -0.040 | 0.029 | 0.011 | 0.010 |
| 2019 | 0.015 | 0.012 | 0.009 | -0.005 |
| 2018 | -0.003 | -0.014 | -0.003 | -0.009 |
| 2017 | -0.005 | 0.007 | 0.006 | 0.002 |
| 2016 | 0.005 | 0.008 | 0.010 | -0.007 |
| 2015 | 0.021 | -0.026 | -0.003 | 0.008 |
| 2014 | 0.026 | 0.021 | 0.013 | 0.008 |
| 2013 | 0.001 | 0.001 | 0.013 | 0.021 |
| 2012 | 0.029 | 0.001 | 0.029 | 0.026 |
| 2011 | 0.002 | 0.007 | -0.003 | 0.009 |
| 2010 | 0.020 | -0.031 | 0.028 | -0.020 |
| 2009 | 0.012 | 0.061 | 0.056 | -0.001 |
| 2008 | 0.012 | -0.032 | 0.009 | 0.019 |
| 2007 | 0.007 | -0.007 | 0.010 | 0.002 |
| 2006 | -0.009 | -0.003 | 0.013 | 0.000 |
| 2005 | 0.011 | 0.021 | 0.001 | -0.005 |
| 2004 | 0.020 | -0.005 | 0.016 | 0.014 |
| 2003 | 0.013 | 0.025 | 0.000 | -0.001 |
| 2002 | 0.014 | 0.037 | 0.023 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.017 |
| 5 years | 0.006 |
| 10 years | 0.001 |