Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 9 |
| 1 month | -0.034 | 0 | 68 |
| 3 months | -0.023 | 0 | 16 |
| 1 year | 0.059 | 0 | 77 |
| 3 years | 0.035 | 0 | 88 |
| 5 years | 0.093 | 0 | 95 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.023 | — |
| 2022 | -0.050 | — |
| 2021 | 0.240 | — |
| 2020 | -0.050 | — |
| 2019 | 0.178 | — |
| 2018 | -0.054 | — |
| 2017 | 0.148 | — |
| 2016 | 0.091 | — |
| 2015 | -0.023 | — |
| 2014 | 0.094 | — |
| 2013 | 0.207 | — |
| 2012 | 0.077 | — |
| 2011 | 0.126 | — |
| 2010 | 0.106 | — |
| 2009 | 0.124 | — |
| 2008 | -0.294 | — |
| 2007 | 0.056 | — |
| 2006 | 0.219 | — |
| 2005 | 0.049 | — |
| 2004 | 0.132 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | — | — | — |
| 2024 | 0.063 | -0.018 | 0.086 | -0.047 |
| 2023 | -0.018 | 0.017 | -0.055 | 0.084 |
| 2022 | -0.010 | -0.104 | -0.066 | 0.147 |
| 2021 | 0.108 | 0.051 | -0.005 | 0.070 |
| 2020 | -0.265 | 0.122 | 0.026 | 0.123 |
| 2019 | 0.105 | 0.006 | 0.005 | 0.053 |
| 2018 | -0.032 | 0.001 | 0.065 | -0.082 |
| 2017 | 0.052 | 0.023 | 0.032 | 0.034 |
| 2016 | 0.013 | 0.054 | 0.002 | 0.019 |
| 2015 | -0.030 | -0.013 | -0.059 | 0.084 |
| 2014 | 0.020 | 0.048 | -0.006 | 0.030 |
| 2013 | 0.089 | 0.016 | 0.028 | 0.062 |
| 2012 | 0.033 | 0.025 | 0.027 | -0.008 |
| 2011 | -0.065 | 0.108 | — | — |
| 2010 | 0.037 | -0.083 | 0.116 | 0.043 |
| 2009 | -0.147 | 0.122 | 0.110 | 0.058 |
| 2008 | -0.083 | -0.040 | -0.020 | -0.181 |
| 2007 | 0.006 | 0.058 | 0.020 | -0.027 |
| 2006 | 0.069 | -0.001 | 0.063 | 0.074 |
| 2005 | -0.019 | 0.020 | 0.041 | 0.007 |
| 2004 | 0.037 | -0.010 | 0.024 | 0.076 |
| 2003 | 0.131 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.018 |
| 5 years | 0.082 |
| 10 years | 0.050 |