Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 9 |
| 1 month | 0.013 | 0 | 7 |
| 3 months | 0.018 | 0 | 13 |
| 1 year | 0.037 | 0 | 84 |
| 3 years | 0.002 | 0 | 86 |
| 5 years | -0.013 | 0 | 94 |
| 10 years | -0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.020 | — |
| 2023 | 0.060 | — |
| 2022 | -0.096 | — |
| 2021 | -0.031 | — |
| 2020 | -0.064 | — |
| 2019 | -0.047 | — |
| 2018 | -0.026 | — |
| 2017 | -0.007 | — |
| 2016 | 0.008 | — |
| 2015 | 0.038 | — |
| 2014 | 0.019 | — |
| 2013 | 0.000 | — |
| 2012 | 0.094 | — |
| 2011 | 0.021 | — |
| 2010 | 0.073 | — |
| 2009 | 0.081 | — |
| 2008 | 0.037 | — |
| 2007 | -0.003 | — |
| 2006 | 0.019 | — |
| 2005 | 0.035 | — |
| 2004 | 0.043 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.003 | -0.022 | 0.048 | -0.047 |
| 2023 | 0.019 | 0.010 | -0.024 | 0.054 |
| 2022 | -0.024 | -0.064 | -0.030 | 0.020 |
| 2021 | -0.007 | -0.006 | -0.010 | -0.009 |
| 2020 | -0.073 | 0.018 | -0.014 | 0.005 |
| 2019 | -0.008 | -0.002 | -0.051 | 0.014 |
| 2018 | 0.013 | -0.027 | -0.020 | 0.009 |
| 2017 | 0.018 | -0.015 | 0.006 | -0.014 |
| 2016 | -0.013 | 0.008 | 0.002 | 0.011 |
| 2015 | -0.003 | 0.001 | 0.026 | 0.014 |
| 2014 | 0.013 | 0.020 | 0.004 | -0.018 |
| 2013 | 0.005 | -0.017 | -0.006 | 0.019 |
| 2012 | 0.026 | 0.016 | 0.029 | 0.020 |
| 2011 | -0.004 | 0.013 | 0.004 | 0.008 |
| 2010 | 0.043 | 0.018 | 0.017 | -0.006 |
| 2009 | -0.014 | 0.029 | 0.050 | 0.015 |
| 2008 | 0.015 | -0.052 | 0.037 | 0.039 |
| 2007 | 0.006 | 0.003 | -0.001 | -0.010 |
| 2006 | -0.009 | -0.019 | 0.035 | 0.012 |
| 2005 | 0.003 | 0.035 | -0.004 | 0 |
| 2004 | 0.028 | -0.016 | 0.017 | 0.014 |
| 2003 | -0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.024 |
| 3 years | -0.015 |
| 5 years | -0.023 |
| 10 years | -0.021 |