Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.090 | 0 | 39 |
| 1 month | 0.043 | 0 | 37 |
| 3 months | 0.060 | 0 | 47 |
| 1 year | 0.065 | 0 | 78 |
| 3 years | -0.003 | 0 | 95 |
| 5 years | -0.021 | 0 | 98 |
| 10 years | -0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.069 | — |
| 2023 | 0.052 | — |
| 2022 | -0.118 | — |
| 2021 | -0.052 | — |
| 2020 | -0.066 | — |
| 2019 | -0.002 | — |
| 2018 | -0.006 | — |
| 2017 | 0.036 | — |
| 2016 | 0.060 | — |
| 2015 | -0.058 | — |
| 2014 | -0.003 | — |
| 2013 | 0.036 | — |
| 2012 | 0.198 | — |
| 2011 | -0.011 | — |
| 2010 | 0.154 | — |
| 2009 | 0.335 | — |
| 2008 | -0.028 | — |
| 2007 | 0.103 | — |
| 2006 | 0.169 | — |
| 2005 | -0.025 | — |
| 2004 | 0.152 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.046 | — | — | — |
| 2024 | -0.010 | -0.043 | 0.104 | -0.111 |
| 2023 | 0.010 | -0.007 | -0.042 | 0.094 |
| 2022 | -0.004 | -0.121 | -0.088 | 0.105 |
| 2021 | -0.026 | 0.014 | -0.027 | -0.013 |
| 2020 | -0.073 | 0.007 | -0.014 | 0.014 |
| 2019 | 0.015 | 0.015 | -0.048 | 0.018 |
| 2018 | 0.013 | -0.044 | 0.000 | 0.027 |
| 2017 | 0.048 | -0.007 | 0.013 | -0.017 |
| 2016 | -0.015 | -0.006 | -0.005 | 0.088 |
| 2015 | -0.001 | -0.007 | -0.074 | 0.027 |
| 2014 | -0.002 | 0.025 | -0.005 | -0.020 |
| 2013 | 0.021 | -0.026 | 0.007 | 0.034 |
| 2012 | 0.083 | -0.014 | 0.070 | 0.049 |
| 2011 | 0.032 | 0.024 | -0.081 | 0.018 |
| 2010 | 0.073 | -0.025 | 0.083 | 0.019 |
| 2009 | -0.003 | 0.150 | 0.113 | 0.045 |
| 2008 | 0.054 | -0.050 | -0.049 | 0.022 |
| 2007 | 0.021 | 0.045 | 0.032 | 0.003 |
| 2006 | 0.048 | 0.016 | 0.033 | 0.063 |
| 2005 | -0.020 | -0.013 | -0.001 | 0.009 |
| 2004 | 0.018 | -0.031 | 0.054 | 0.108 |
| 2003 | 0.052 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | -0.020 |
| 5 years | -0.031 |
| 10 years | -0.021 |