Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.069 | 0 | 87 |
| 1 month | -0.043 | 0 | 89 |
| 3 months | -0.069 | 0 | 93 |
| 1 year | -0.003 | 0 | 96 |
| 3 years | 0.004 | 0 | 98 |
| 5 years | 0.003 | 0 | 93 |
| 10 years | 0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.107 | — |
| 2023 | 0.004 | — |
| 2022 | 0.028 | — |
| 2021 | 0.066 | — |
| 2020 | -0.058 | — |
| 2019 | 0.041 | — |
| 2018 | 0.064 | — |
| 2017 | -0.120 | — |
| 2016 | 0.026 | — |
| 2015 | 0.105 | — |
| 2014 | 0.130 | — |
| 2013 | -0.048 | — |
| 2012 | -0.020 | — |
| 2011 | 0.026 | — |
| 2010 | 0.064 | — |
| 2009 | -0.033 | — |
| 2008 | 0.058 | — |
| 2007 | -0.060 | — |
| 2006 | -0.068 | — |
| 2005 | 0.179 | — |
| 2004 | -0.069 | — |
| 2003 | -0.165 | — |
| 2002 | -0.151 | — |
| 2001 | 0.093 | — |
| 2000 | 0.126 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | — | — | — |
| 2024 | 0.025 | 0.016 | -0.014 | 0.078 |
| 2023 | -0.004 | -0.009 | 0.038 | -0.020 |
| 2022 | 0.000 | 0.058 | 0.052 | -0.076 |
| 2021 | 0.039 | -0.010 | 0.023 | 0.013 |
| 2020 | 0.051 | -0.022 | -0.042 | -0.042 |
| 2019 | 0.023 | -0.008 | 0.052 | -0.025 |
| 2018 | -0.022 | 0.056 | 0.009 | 0.021 |
| 2017 | -0.014 | -0.062 | -0.034 | -0.015 |
| 2016 | -0.047 | 0.025 | -0.013 | 0.064 |
| 2015 | 0.125 | -0.038 | -0.004 | 0.025 |
| 2014 | -0.002 | 0.005 | 0.081 | 0.042 |
| 2013 | 0.025 | -0.013 | -0.041 | -0.019 |
| 2012 | -0.026 | 0.048 | -0.015 | -0.025 |
| 2011 | -0.056 | -0.023 | 0.078 | 0.032 |
| 2010 | 0.059 | 0.103 | -0.104 | 0.016 |
| 2009 | 0.045 | -0.053 | -0.040 | 0.018 |
| 2008 | -0.071 | 0.008 | 0.116 | 0.013 |
| 2007 | 0.002 | -0.004 | -0.041 | -0.018 |
| 2006 | -0.017 | -0.044 | 0.021 | -0.029 |
| 2005 | 0.049 | 0.079 | 0.010 | 0.030 |
| 2004 | 0.026 | 0.010 | -0.019 | -0.084 |
| 2003 | -0.037 | -0.049 | -0.013 | -0.076 |
| 2002 | 0.013 | -0.114 | 0.002 | -0.056 |
| 2001 | 0.074 | 0.052 | -0.068 | 0.037 |
| 2000 | 0.063 | 0.013 | 0.105 | -0.054 |
| 1999 | 0.064 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | -0.001 |
| 5 years | 0.000 |
| 10 years | 0.007 |