Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 8 |
| 1 month | 0.003 | 0 | 43 |
| 3 months | -0.002 | 0 | 30 |
| 1 year | 0.055 | 0 | 9 |
| 3 years | 0.023 | 0 | 51 |
| 5 years | 0.021 | 0 | 52 |
| 10 years | 0.001 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.048 | — |
| 2023 | 0.061 | — |
| 2022 | -0.095 | — |
| 2021 | 0.014 | — |
| 2020 | 0.000 | — |
| 2019 | 0.035 | — |
| 2018 | -0.049 | — |
| 2017 | 0.012 | — |
| 2016 | 0.009 | — |
| 2015 | 0.007 | — |
| 2014 | 0.063 | — |
| 2013 | 0.105 | — |
| 2012 | 0.065 | — |
| 2011 | -0.019 | — |
| 2010 | -0.010 | — |
| 2009 | 0.082 | — |
| 2008 | -0.081 | — |
| 2007 | 0.011 | — |
| 2006 | 0.038 | — |
| 2005 | 0.042 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.018 | 0.003 | 0.030 | -0.004 |
| 2023 | 0.019 | 0.004 | 0.004 | 0.034 |
| 2022 | -0.028 | -0.046 | -0.033 | 0.010 |
| 2021 | 0.012 | 0.004 | -0.003 | 0.000 |
| 2020 | -0.074 | 0.038 | 0.002 | 0.040 |
| 2019 | 0.018 | 0.008 | 0.011 | -0.003 |
| 2018 | -0.007 | -0.012 | -0.004 | -0.027 |
| 2017 | 0.014 | 0.001 | 0.002 | -0.006 |
| 2016 | -0.003 | -0.005 | 0.020 | -0.002 |
| 2015 | 0.052 | -0.037 | -0.007 | 0.001 |
| 2014 | 0.028 | 0.029 | 0.003 | 0.001 |
| 2013 | 0.006 | 0.007 | 0.057 | 0.033 |
| 2012 | 0.027 | -0.038 | 0.041 | 0.036 |
| 2011 | 0.021 | 0.000 | -0.036 | -0.003 |
| 2010 | 0.012 | -0.032 | 0.032 | -0.020 |
| 2009 | -0.026 | 0.053 | 0.040 | 0.015 |
| 2008 | -0.034 | -0.003 | -0.054 | 0.009 |
| 2007 | 0.003 | 0.019 | -0.011 | 0.000 |
| 2006 | 0.016 | -0.009 | 0.017 | 0.013 |
| 2005 | 0.015 | 0.015 | 0.016 | -0.005 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.023 |
| 5 years | 0.021 |
| 10 years | 0.001 |