Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | 0.024 | 0 | — |
| 1 year | 0.066 | 0 | — |
| 3 years | 0.069 | 0 | — |
| 5 years | 0.050 | 0 | — |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.096 | — |
| 2022 | -0.091 | — |
| 2021 | 0.113 | — |
| 2020 | -0.018 | — |
| 2019 | 0.132 | — |
| 2018 | -0.075 | — |
| 2017 | 0.025 | — |
| 2016 | 0.002 | — |
| 2015 | 0.063 | — |
| 2014 | 0.050 | — |
| 2013 | 0.089 | — |
| 2012 | 0.111 | — |
| 2011 | -0.085 | — |
| 2010 | 0.029 | — |
| 2009 | 0.163 | — |
| 2008 | -0.271 | — |
| 2007 | -0.039 | — |
| 2006 | 0.104 | — |
| 2005 | 0.192 | — |
| 2004 | 0.074 | — |
| 2003 | 0.077 | — |
| 2002 | -0.182 | — |
| 2001 | -0.061 | — |
| 2000 | -0.055 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | -0.010 | 0.025 | — |
| 2024 | 0.060 | 0.002 | 0.001 | 0.027 |
| 2023 | 0.039 | 0.029 | -0.016 | 0.041 |
| 2022 | -0.044 | -0.062 | -0.014 | 0.028 |
| 2021 | 0.035 | 0.030 | 0.009 | 0.035 |
| 2020 | -0.140 | 0.080 | 0.001 | 0.056 |
| 2019 | 0.065 | 0.020 | 0.013 | 0.029 |
| 2018 | -0.040 | 0.030 | 0.011 | -0.075 |
| 2017 | 0.016 | 0.004 | -0.005 | 0.009 |
| 2016 | -0.044 | -0.019 | 0.024 | 0.043 |
| 2015 | 0.122 | -0.005 | -0.085 | 0.041 |
| 2014 | 0.026 | 0.036 | 0.013 | -0.024 |
| 2013 | 0.019 | 0.001 | 0.058 | 0.009 |
| 2012 | 0.059 | -0.049 | 0.080 | 0.023 |
| 2011 | 0 | -0.021 | -0.097 | 0.035 |
| 2010 | 0.019 | -0.055 | 0.027 | 0.040 |
| 2009 | -0.058 | 0.088 | 0.103 | 0.028 |
| 2008 | -0.103 | -0.013 | -0.051 | -0.133 |
| 2007 | 0.003 | 0.037 | -0.037 | -0.039 |
| 2006 | 0.054 | -0.054 | 0.058 | 0.048 |
| 2005 | 0.027 | 0.055 | 0.063 | 0.034 |
| 2004 | 0.016 | 0.025 | -0.004 | 0.036 |
| 2003 | -0.049 | 0.064 | 0.032 | 0.031 |
| 2002 | 0.007 | -0.113 | -0.101 | 0.018 |
| 2001 | -0.031 | 0.013 | -0.095 | 0.058 |
| 2000 | 0.047 | -0.038 | -0.022 | -0.040 |
| 1999 | -0.002 | 0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.069 |
| 5 years | 0.050 |
| 10 years | 0.026 |
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