Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | — |
| 1 month | 0.008 | 0 | — |
| 3 months | -0.019 | 0 | — |
| 1 year | 0.054 | 0 | — |
| 3 years | 0.029 | 0 | — |
| 5 years | 0.044 | 0 | — |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.053 | — |
| 2023 | 0.050 | — |
| 2022 | -0.073 | — |
| 2021 | 0.101 | — |
| 2020 | 0.020 | — |
| 2019 | 0.121 | — |
| 2018 | -0.042 | — |
| 2017 | 0.078 | — |
| 2016 | 0.073 | — |
| 2015 | 0.014 | — |
| 2014 | 0.037 | — |
| 2013 | 0.078 | — |
| 2012 | 0.101 | — |
| 2011 | -0.006 | — |
| 2010 | 0.125 | — |
| 2009 | 0.175 | — |
| 2008 | -0.108 | — |
| 2007 | 0.026 | — |
| 2006 | 0.108 | — |
| 2005 | 0.160 | — |
| 2004 | 0.099 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.018 | 0.009 | 0.018 | 0.007 |
| 2023 | 0.015 | -0.016 | 0.010 | 0.041 |
| 2022 | -0.031 | -0.053 | -0.029 | 0.040 |
| 2021 | 0.012 | 0.040 | 0.010 | 0.036 |
| 2020 | -0.109 | 0.097 | 0.004 | 0.040 |
| 2019 | 0.052 | 0.039 | 0.017 | 0.007 |
| 2018 | -0.036 | 0.043 | 0.006 | -0.053 |
| 2017 | 0.039 | 0.013 | 0.000 | 0.025 |
| 2016 | -0.011 | 0.018 | 0.058 | 0.007 |
| 2015 | 0.041 | -0.026 | -0.028 | 0.028 |
| 2014 | 0.008 | 0.008 | 0.004 | 0.017 |
| 2013 | 0.085 | -0.029 | 0.006 | 0.017 |
| 2012 | 0.042 | -0.002 | 0.044 | 0.014 |
| 2011 | -0.013 | 0.012 | -0.045 | 0.042 |
| 2010 | 0.052 | -0.018 | 0.053 | 0.034 |
| 2009 | -0.057 | 0.060 | 0.142 | 0.029 |
| 2008 | -0.050 | -0.016 | -0.046 | 0.001 |
| 2007 | 0.020 | 0.009 | -0.013 | 0.009 |
| 2006 | 0.052 | -0.028 | 0.036 | 0.046 |
| 2005 | 0.027 | 0.023 | 0.059 | 0.042 |
| 2004 | 0.016 | 0.010 | 0.013 | 0.057 |
| 2003 | 0.013 | 0.033 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.029 |
| 5 years | 0.044 |
| 10 years | 0.035 |