Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | — |
| 1 month | -0.020 | 0 | — |
| 3 months | -0.010 | 0 | — |
| 1 year | 0.160 | 0 | — |
| 3 years | 0.069 | 0 | — |
| 5 years | 0.108 | 0 | — |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.166 | — |
| 2023 | 0.088 | — |
| 2022 | -0.058 | — |
| 2021 | 0.201 | — |
| 2020 | 0.030 | — |
| 2019 | 0.184 | — |
| 2018 | -0.023 | — |
| 2017 | 0.047 | — |
| 2016 | 0.082 | — |
| 2015 | 0.007 | — |
| 2014 | 0.103 | — |
| 2013 | 0.104 | — |
| 2012 | 0.134 | — |
| 2011 | 0.064 | — |
| 2010 | 0.171 | — |
| 2009 | 0.326 | — |
| 2008 | -0.203 | — |
| 2007 | 0.017 | — |
| 2006 | 0.084 | — |
| 2005 | 0.185 | — |
| 2004 | 0.217 | — |
| 2003 | 0.245 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | — | — | — |
| 2024 | 0.033 | 0.013 | 0.088 | 0.024 |
| 2023 | 0.015 | 0.007 | -0.010 | 0.075 |
| 2022 | 0.009 | -0.092 | 0.001 | 0.028 |
| 2021 | 0.046 | 0.066 | 0.023 | 0.053 |
| 2020 | -0.173 | 0.112 | 0.039 | 0.078 |
| 2019 | 0.099 | 0.027 | 0.027 | 0.022 |
| 2018 | -0.033 | 0.046 | 0.014 | -0.047 |
| 2017 | 0.019 | 0.014 | -0.006 | 0.020 |
| 2016 | -0.020 | 0.041 | 0.051 | 0.010 |
| 2015 | 0.047 | -0.013 | -0.042 | 0.016 |
| 2014 | 0.047 | 0.034 | 0.009 | 0.009 |
| 2013 | 0.034 | -0.006 | 0.029 | 0.044 |
| 2012 | 0.036 | 0.022 | 0.039 | 0.031 |
| 2011 | 0.047 | 0.005 | -0.038 | 0.052 |
| 2010 | 0.033 | -0.006 | 0.096 | 0.041 |
| 2009 | -0.007 | 0.137 | 0.107 | 0.061 |
| 2008 | -0.002 | 0.043 | -0.069 | -0.177 |
| 2007 | 0.029 | 0.020 | -0.017 | -0.014 |
| 2006 | 0.047 | -0.006 | 0.029 | 0.012 |
| 2005 | 0.038 | 0.037 | 0.072 | 0.026 |
| 2004 | 0.061 | 0.000 | 0.058 | 0.084 |
| 2003 | 0.020 | 0.062 | 0.050 | 0.094 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.160 |
| 3 years | 0.069 |
| 5 years | 0.108 |
| 10 years | 0.065 |