Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 50 |
| 1 month | 0.000 | 0 | 40 |
| 3 months | -0.019 | 0 | 48 |
| 1 year | 0.033 | 0 | 47 |
| 3 years | 0.038 | 0 | 39 |
| 5 years | 0.060 | 0 | 33 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.047 | — |
| 2023 | 0.107 | — |
| 2022 | -0.079 | — |
| 2021 | 0.077 | — |
| 2020 | -0.011 | — |
| 2019 | 0.116 | — |
| 2018 | -0.164 | — |
| 2017 | 0.070 | — |
| 2016 | 0.044 | — |
| 2015 | 0.090 | — |
| 2014 | 0.056 | — |
| 2013 | 0.189 | — |
| 2012 | 0.294 | — |
| 2011 | -0.051 | — |
| 2010 | 0.080 | — |
| 2009 | 0.107 | — |
| 2008 | -0.374 | — |
| 2007 | 0.072 | — |
| 2006 | 0.209 | — |
| 2005 | 0.199 | — |
| 2004 | 0.079 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.028 | -0.001 | 0.032 | -0.011 |
| 2023 | 0.029 | 0.013 | -0.005 | 0.068 |
| 2022 | -0.011 | -0.126 | -0.028 | 0.096 |
| 2021 | 0.029 | 0.023 | 0.005 | 0.018 |
| 2020 | -0.191 | 0.116 | 0.034 | 0.058 |
| 2019 | 0.063 | 0.030 | 0.009 | 0.011 |
| 2018 | -0.037 | -0.009 | 0.016 | -0.138 |
| 2017 | 0.034 | 0.012 | 0.023 | 0.000 |
| 2016 | -0.018 | 0.002 | 0.026 | 0.035 |
| 2015 | 0.116 | -0.008 | -0.034 | 0.020 |
| 2014 | 0.033 | 0.013 | 0.005 | 0.004 |
| 2013 | 0.021 | 0.021 | 0.079 | 0.057 |
| 2012 | 0.119 | -0.047 | 0.117 | 0.086 |
| 2011 | 0.043 | 0.018 | -0.161 | 0.066 |
| 2010 | 0.030 | -0.056 | 0.081 | 0.027 |
| 2009 | -0.097 | 0.100 | 0.066 | 0.045 |
| 2008 | -0.096 | -0.049 | -0.118 | -0.174 |
| 2007 | 0.035 | 0.044 | -0.018 | 0.011 |
| 2006 | 0.096 | -0.036 | 0.100 | 0.040 |
| 2005 | 0.051 | 0.074 | 0.039 | 0.022 |
| 2004 | 0.008 | 0.006 | -0.027 | 0.094 |
| 2003 | 0.120 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.038 |
| 5 years | 0.060 |
| 10 years | 0.015 |