Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 17 |
| 1 month | -0.004 | 0 | 79 |
| 3 months | -0.002 | 0 | 38 |
| 1 year | 0.061 | 0 | 14 |
| 3 years | 0.049 | 0 | 6 |
| 5 years | 0.069 | 0 | 1 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.110 | — |
| 2022 | -0.096 | — |
| 2021 | 0.109 | — |
| 2020 | -0.028 | — |
| 2019 | 0.101 | — |
| 2018 | -0.097 | — |
| 2017 | 0.072 | — |
| 2016 | 0.060 | — |
| 2015 | 0.067 | — |
| 2014 | 0.061 | — |
| 2013 | 0.126 | — |
| 2012 | 0.185 | — |
| 2011 | -0.099 | — |
| 2010 | 0.067 | — |
| 2009 | 0.184 | — |
| 2008 | -0.086 | — |
| 2007 | 0.018 | — |
| 2006 | 0.027 | — |
| 2005 | 0.019 | — |
| 2004 | 0.022 | — |
| 2003 | 0.025 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | 0.024 | 0.008 | 0.026 | 0.006 |
| 2023 | 0.056 | 0.014 | -0.003 | 0.039 |
| 2022 | -0.039 | -0.110 | -0.007 | 0.064 |
| 2021 | 0.041 | 0.029 | 0.009 | 0.026 |
| 2020 | -0.198 | 0.130 | 0.007 | 0.065 |
| 2019 | 0.068 | -0.012 | 0.015 | 0.028 |
| 2018 | -0.018 | -0.009 | 0.002 | -0.075 |
| 2017 | 0.022 | 0.027 | 0.016 | 0.005 |
| 2016 | -0.014 | 0.002 | 0.038 | 0.033 |
| 2015 | 0.084 | -0.007 | -0.031 | 0.024 |
| 2014 | 0.045 | 0.021 | -0.013 | 0.008 |
| 2013 | 0.019 | 0.010 | 0.051 | 0.041 |
| 2012 | 0.090 | -0.009 | 0.037 | 0.059 |
| 2011 | 0.026 | 0.001 | -0.133 | 0.012 |
| 2010 | 0.038 | -0.039 | 0.044 | 0.025 |
| 2009 | 0.021 | 0.099 | 0.047 | 0.008 |
| 2008 | -0.014 | 0.005 | -0.016 | -0.062 |
| 2007 | 0.012 | 0.011 | -0.004 | -0.001 |
| 2006 | 0.006 | -0.001 | 0.007 | 0.015 |
| 2005 | 0.005 | 0.005 | 0.005 | 0.004 |
| 2004 | 0.006 | 0.006 | 0.005 | 0.005 |
| 2003 | 0.008 | 0.007 | 0.005 | 0.005 |
| 2002 | 0.006 | 0.003 | 0.015 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.049 |
| 5 years | 0.069 |
| 10 years | 0.027 |