Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | — |
| 1 month | -0.023 | 0 | — |
| 3 months | -0.060 | 0 | — |
| 1 year | 0.019 | 0 | — |
| 3 years | 0.033 | 0 | — |
| 5 years | 0.060 | 0 | — |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.102 | — |
| 2023 | 0.116 | — |
| 2022 | -0.162 | — |
| 2021 | 0.190 | — |
| 2020 | 0.030 | — |
| 2019 | 0.199 | — |
| 2018 | -0.067 | — |
| 2017 | 0.067 | — |
| 2016 | 0.032 | — |
| 2015 | 0.095 | — |
| 2014 | 0.111 | — |
| 2013 | 0.154 | — |
| 2012 | 0.122 | — |
| 2011 | -0.059 | — |
| 2010 | 0.108 | — |
| 2009 | 0.194 | — |
| 2008 | -0.281 | — |
| 2007 | -0.040 | — |
| 2006 | 0.068 | — |
| 2005 | 0.213 | — |
| 2004 | 0.064 | — |
| 2003 | 0.091 | — |
| 2002 | -0.197 | — |
| 2001 | -0.100 | — |
| 2000 | -0.013 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.062 | 0.011 | 0.017 | 0.009 |
| 2023 | 0.040 | 0.032 | -0.018 | 0.059 |
| 2022 | -0.061 | -0.096 | -0.040 | 0.028 |
| 2021 | 0.053 | 0.030 | 0.050 | 0.045 |
| 2020 | -0.159 | 0.113 | 0.031 | 0.069 |
| 2019 | 0.090 | 0.021 | 0.033 | 0.043 |
| 2018 | -0.026 | 0.038 | 0.022 | -0.097 |
| 2017 | 0.031 | 0.000 | 0.013 | 0.021 |
| 2016 | -0.046 | -0.005 | 0.046 | 0.040 |
| 2015 | 0.139 | -0.031 | -0.080 | 0.079 |
| 2014 | 0.019 | 0.028 | 0.018 | 0.042 |
| 2013 | 0.050 | 0.006 | 0.051 | 0.040 |
| 2012 | 0.064 | -0.019 | 0.068 | 0.007 |
| 2011 | -0.007 | -0.011 | -0.084 | 0.046 |
| 2010 | 0.055 | -0.029 | 0.030 | 0.050 |
| 2009 | -0.056 | 0.105 | 0.113 | 0.029 |
| 2008 | -0.101 | -0.030 | -0.067 | -0.117 |
| 2007 | 0.010 | 0.019 | -0.027 | -0.040 |
| 2006 | 0.043 | -0.048 | 0.034 | 0.040 |
| 2005 | 0.035 | 0.055 | 0.067 | 0.042 |
| 2004 | 0.055 | 0.004 | -0.020 | 0.025 |
| 2003 | -0.059 | 0.087 | 0.032 | 0.034 |
| 2002 | 0.016 | -0.114 | -0.098 | -0.012 |
| 2001 | -0.072 | 0.040 | -0.153 | 0.100 |
| 2000 | 0.074 | -0.032 | 0.034 | -0.081 |
| 1999 | 0.067 | -0.025 | 0.232 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.033 |
| 5 years | 0.060 |
| 10 years | 0.039 |