Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 93 |
| 1 month | 0.006 | 0 | 81 |
| 3 months | 0.016 | 0 | 69 |
| 1 year | 0.086 | 0 | 76 |
| 3 years | 0.070 | 0 | 90 |
| 5 years | 0.058 | 0 | 81 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.075 | — |
| 2023 | 0.067 | — |
| 2022 | 0.030 | — |
| 2021 | 0.040 | — |
| 2020 | 0.105 | — |
| 2019 | 0.067 | — |
| 2018 | 0.021 | — |
| 2017 | 0.028 | — |
| 2016 | 0.068 | — |
| 2015 | 0.050 | — |
| 2014 | 0.077 | — |
| 2013 | 0.042 | — |
| 2012 | 0.081 | — |
| 2011 | 0.060 | — |
| 2010 | 0.062 | — |
| 2009 | -0.012 | — |
| 2008 | 0.196 | — |
| 2007 | 0.046 | — |
| 2006 | 0.039 | — |
| 2005 | 0.050 | — |
| 2004 | 0.003 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.025 | — | — |
| 2024 | 0.003 | 0.034 | 0.006 | 0.032 |
| 2023 | 0.018 | 0.003 | 0.012 | 0.032 |
| 2022 | -0.006 | -0.001 | 0.023 | 0.013 |
| 2021 | -0.011 | 0.016 | 0.016 | 0.019 |
| 2020 | 0.015 | 0.050 | 0.000 | 0.036 |
| 2019 | 0.014 | 0.018 | 0.017 | 0.016 |
| 2018 | 0.009 | -0.007 | 0.008 | 0.011 |
| 2017 | 0.008 | 0.012 | 0.011 | -0.004 |
| 2016 | 0.012 | 0.013 | 0.028 | 0.013 |
| 2015 | 0.015 | 0.009 | 0.017 | 0.009 |
| 2014 | 0.018 | 0.021 | 0.014 | 0.022 |
| 2013 | 0.017 | 0.024 | -0.018 | 0.020 |
| 2012 | 0.017 | 0.015 | 0.048 | 0.000 |
| 2011 | 0.014 | -0.002 | 0.019 | 0.027 |
| 2010 | 0.013 | 0.026 | 0.002 | 0.020 |
| 2009 | -0.064 | 0.039 | -0.005 | 0.021 |
| 2008 | 0.000 | -0.030 | 0.026 | 0.202 |
| 2007 | -0.020 | 0.014 | 0.023 | 0.028 |
| 2006 | -0.005 | 0.001 | 0.024 | 0.019 |
| 2005 | 0.009 | 0.028 | 0.015 | -0.002 |
| 2004 | 0.009 | -0.014 | 0.006 | 0.003 |
| 2003 | 0.054 | 0.039 | 0.012 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.070 |
| 5 years | 0.058 |
| 10 years | 0.055 |