Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 66 |
| 1 month | -0.014 | 0 | 54 |
| 3 months | -0.046 | 0 | 51 |
| 1 year | 0.041 | 0 | 31 |
| 3 years | 0.017 | 0 | 68 |
| 5 years | 0.030 | 0 | 72 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.085 | — |
| 2022 | -0.194 | — |
| 2021 | 0.072 | — |
| 2020 | 0.086 | — |
| 2019 | 0.134 | — |
| 2018 | -0.080 | — |
| 2017 | 0.070 | — |
| 2016 | 0.044 | — |
| 2015 | 0.028 | — |
| 2014 | 0.099 | — |
| 2013 | 0.101 | — |
| 2012 | 0.117 | — |
| 2011 | -0.037 | — |
| 2010 | 0.089 | — |
| 2009 | 0.209 | — |
| 2008 | -0.224 | — |
| 2007 | 0.031 | — |
| 2006 | 0.058 | — |
| 2005 | 0.148 | — |
| 2004 | 0.080 | — |
| 2003 | 0.083 | — |
| 2002 | -0.141 | — |
| 2001 | -0.044 | — |
| 2000 | 0.020 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | — | — | — |
| 2024 | 0.036 | 0.016 | 0.029 | 0.017 |
| 2023 | 0.020 | 0.020 | -0.026 | 0.071 |
| 2022 | -0.081 | -0.094 | -0.043 | 0.011 |
| 2021 | 0.010 | 0.035 | 0.000 | 0.026 |
| 2020 | -0.125 | 0.108 | 0.049 | 0.068 |
| 2019 | 0.070 | 0.020 | 0.010 | 0.030 |
| 2018 | -0.021 | 0.005 | 0.011 | -0.075 |
| 2017 | 0.025 | 0.005 | 0.012 | 0.027 |
| 2016 | -0.013 | 0.007 | 0.040 | 0.010 |
| 2015 | 0.069 | -0.022 | -0.060 | 0.046 |
| 2014 | 0.023 | 0.030 | 0.015 | 0.028 |
| 2013 | 0.042 | -0.009 | 0.036 | 0.030 |
| 2012 | 0.061 | -0.021 | 0.060 | 0.015 |
| 2011 | -0.004 | -0.011 | -0.062 | 0.042 |
| 2010 | 0.040 | -0.017 | 0.029 | 0.035 |
| 2009 | 0 | 0.085 | 0.085 | 0.027 |
| 2008 | -0.070 | -0.017 | -0.037 | -0.119 |
| 2007 | 0.010 | 0.028 | 0.001 | -0.009 |
| 2006 | 0.025 | -0.044 | 0.040 | 0.038 |
| 2005 | 0.017 | 0.049 | 0.041 | 0.034 |
| 2004 | 0.033 | 0.003 | -0.003 | 0.046 |
| 2003 | -0.039 | 0.079 | 0.010 | 0.034 |
| 2002 | 0.002 | -0.096 | -0.068 | 0.018 |
| 2001 | -0.031 | 0.013 | -0.119 | 0.105 |
| 2000 | 0.116 | -0.035 | -0.005 | -0.048 |
| 1999 | -0.010 | 0.150 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.005 |
| 5 years | 0.023 |
| 10 years | 0.015 |