Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | 24 |
| 1 month | 0.013 | 0 | 2 |
| 3 months | -0.017 | 0 | 13 |
| 1 year | 0.046 | 0 | 22 |
| 3 years | 0.021 | 0 | 54 |
| 5 years | 0.023 | 0 | 84 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.094 | — |
| 2022 | -0.158 | — |
| 2021 | 0.055 | — |
| 2020 | 0.046 | — |
| 2019 | 0.095 | — |
| 2018 | -0.036 | — |
| 2017 | 0.049 | — |
| 2016 | 0.022 | — |
| 2015 | 0.031 | — |
| 2014 | 0.126 | — |
| 2013 | 0.074 | — |
| 2012 | 0.101 | — |
| 2011 | -0.013 | — |
| 2010 | 0.071 | — |
| 2009 | 0.131 | — |
| 2008 | -0.151 | — |
| 2007 | -0.012 | — |
| 2006 | 0.014 | — |
| 2005 | 0.111 | — |
| 2004 | 0.051 | — |
| 2003 | 0.053 | — |
| 2002 | -0.080 | — |
| 2001 | -0.021 | — |
| 2000 | 0.057 | — |
| 1999 | 0.144 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.032 | 0.004 | 0.029 | 0.010 |
| 2023 | 0.030 | 0.020 | -0.017 | 0.059 |
| 2022 | -0.044 | -0.084 | -0.042 | 0.003 |
| 2021 | 0.012 | 0.017 | 0.004 | 0.021 |
| 2020 | -0.065 | 0.051 | 0.026 | 0.038 |
| 2019 | 0.044 | 0.022 | 0.018 | 0.008 |
| 2018 | -0.008 | 0.006 | 0.006 | -0.041 |
| 2017 | 0.005 | 0.010 | 0.013 | 0.019 |
| 2016 | 0.000 | 0.005 | 0.017 | 0.000 |
| 2015 | 0.065 | -0.041 | -0.015 | 0.025 |
| 2014 | 0.026 | 0.030 | 0.033 | 0.030 |
| 2013 | 0.039 | -0.005 | 0.016 | 0.023 |
| 2012 | 0.054 | -0.007 | 0.041 | 0.011 |
| 2011 | -0.013 | -0.003 | -0.028 | 0.032 |
| 2010 | 0.047 | -0.019 | 0.021 | 0.021 |
| 2009 | -0.009 | 0.053 | 0.062 | 0.021 |
| 2008 | -0.060 | -0.032 | -0.012 | -0.055 |
| 2007 | -0.001 | 0.001 | 0.003 | -0.015 |
| 2006 | -0.002 | -0.029 | 0.032 | 0.014 |
| 2005 | 0.017 | 0.051 | 0.027 | 0.012 |
| 2004 | 0.030 | -0.003 | -0.001 | 0.024 |
| 2003 | -0.030 | 0.049 | -0.004 | 0.040 |
| 2002 | -0.005 | -0.058 | -0.024 | 0.005 |
| 2001 | -0.032 | 0.032 | -0.057 | 0.040 |
| 2000 | 0.052 | -0.018 | 0.063 | -0.037 |
| 1999 | 0.029 | 0.024 | -0.025 | 0.113 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.021 |
| 5 years | 0.023 |
| 10 years | 0.018 |