Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 71 |
| 1 month | -0.005 | 0 | 78 |
| 3 months | 0.009 | 0 | 82 |
| 1 year | 0.034 | 0 | 74 |
| 3 years | 0.026 | 0 | 88 |
| 5 years | 0.005 | 0 | 91 |
| 10 years | 0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.013 | — |
| 2023 | 0.044 | — |
| 2022 | -0.074 | — |
| 2021 | 0.001 | — |
| 2020 | 0.061 | — |
| 2019 | 0.155 | — |
| 2018 | -0.132 | — |
| 2017 | 0.122 | — |
| 2016 | -0.027 | — |
| 2015 | 0.131 | — |
| 2014 | 0.047 | — |
| 2013 | 0.177 | — |
| 2012 | 0.152 | — |
| 2011 | -0.075 | — |
| 2010 | 0.046 | — |
| 2009 | 0.252 | — |
| 2008 | -0.269 | — |
| 2007 | 0.017 | — |
| 2006 | 0.114 | — |
| 2005 | 0.153 | — |
| 2004 | 0.051 | — |
| 2003 | 0.106 | — |
| 2002 | -0.229 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | 0.029 | -0.004 | — |
| 2024 | 0.022 | 0.000 | 0.017 | -0.025 |
| 2023 | 0.023 | -0.002 | -0.014 | 0.037 |
| 2022 | -0.029 | -0.053 | -0.017 | 0.025 |
| 2021 | -0.009 | 0.018 | -0.016 | 0.009 |
| 2020 | -0.086 | 0.088 | 0.028 | 0.038 |
| 2019 | 0.120 | 0.033 | 0.009 | -0.010 |
| 2018 | -0.034 | 0.028 | 0.005 | -0.130 |
| 2017 | 0.055 | 0.035 | 0.026 | 0.002 |
| 2016 | -0.062 | -0.001 | 0.038 | 0.001 |
| 2015 | 0.160 | -0.020 | -0.055 | 0.052 |
| 2014 | 0.015 | 0.018 | 0.016 | -0.003 |
| 2013 | 0.048 | -0.005 | 0.068 | 0.055 |
| 2012 | 0.077 | -0.021 | 0.066 | 0.025 |
| 2011 | 0.002 | 0.020 | -0.150 | 0.065 |
| 2010 | 0.011 | -0.045 | 0.036 | 0.045 |
| 2009 | -0.090 | 0.140 | 0.146 | 0.053 |
| 2008 | -0.078 | -0.042 | -0.069 | -0.112 |
| 2007 | 0.005 | 0.038 | -0.013 | -0.012 |
| 2006 | 0.054 | -0.029 | 0.045 | 0.042 |
| 2005 | 0.050 | 0.027 | 0.064 | 0.004 |
| 2004 | 0.015 | 0.020 | -0.034 | 0.051 |
| 2003 | -0.078 | 0.108 | 0.009 | 0.073 |
| 2002 | 0.002 | -0.116 | -0.169 | 0.047 |
| 2001 | 0.090 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.023 |
| 5 years | 0.003 |
| 10 years | 0.012 |
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