Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 79 |
| 1 month | 0.017 | 0 | 64 |
| 3 months | 0.004 | 0 | 89 |
| 1 year | 0.037 | 0 | 81 |
| 3 years | -0.006 | 0 | 59 |
| 5 years | -0.024 | 0 | 80 |
| 10 years | -0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.013 | — |
| 2023 | 0.065 | — |
| 2022 | -0.176 | — |
| 2021 | -0.048 | — |
| 2020 | 0.039 | — |
| 2019 | 0.051 | — |
| 2018 | -0.010 | — |
| 2017 | -0.022 | — |
| 2016 | 0.013 | — |
| 2015 | -0.004 | — |
| 2014 | 0.130 | — |
| 2013 | 0.002 | — |
| 2012 | 0.105 | — |
| 2011 | 0.010 | — |
| 2010 | -0.017 | — |
| 2009 | 0.037 | — |
| 2008 | 0.091 | — |
| 2007 | -0.009 | — |
| 2006 | -0.026 | — |
| 2005 | 0.050 | — |
| 2004 | 0.073 | — |
| 2003 | 0.025 | — |
| 2002 | 0.091 | — |
| 2001 | 0.043 | — |
| 2000 | 0.065 | — |
| 1999 | -0.054 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | -0.006 | -0.011 | 0.036 | -0.004 |
| 2023 | 0.026 | -0.005 | -0.022 | 0.067 |
| 2022 | -0.048 | -0.078 | -0.050 | -0.012 |
| 2021 | -0.021 | -0.013 | -0.001 | -0.013 |
| 2020 | -0.007 | 0.019 | 0.014 | 0.013 |
| 2019 | 0.016 | 0.026 | 0.042 | -0.032 |
| 2018 | 0.011 | -0.013 | -0.014 | 0.006 |
| 2017 | -0.020 | 0.004 | 0.001 | -0.007 |
| 2016 | 0.028 | 0.018 | 0.001 | -0.033 |
| 2015 | 0.040 | -0.062 | 0.021 | 0.000 |
| 2014 | 0.041 | 0.032 | 0.030 | 0.021 |
| 2013 | -0.001 | -0.011 | 0.008 | 0.006 |
| 2012 | 0.038 | -0.004 | 0.037 | 0.031 |
| 2011 | -0.019 | 0.009 | 0.032 | -0.012 |
| 2010 | 0.018 | -0.010 | 0.021 | -0.044 |
| 2009 | 0.002 | 0.011 | 0.029 | -0.005 |
| 2008 | 0.023 | -0.040 | 0.041 | 0.068 |
| 2007 | -0.004 | -0.029 | 0.018 | 0.007 |
| 2006 | -0.029 | -0.015 | 0.032 | -0.013 |
| 2005 | 0.010 | 0.041 | 0.004 | -0.005 |
| 2004 | 0.029 | -0.016 | 0.029 | 0.030 |
| 2003 | 0.017 | 0.022 | -0.004 | -0.009 |
| 2002 | -0.008 | 0.029 | 0.050 | 0.017 |
| 2001 | 0.018 | -0.008 | 0.031 | 0.002 |
| 2000 | 0.018 | 0.006 | 0.006 | 0.033 |
| 1999 | -0.002 | -0.024 | -0.027 | -0.003 |
| 1998 | 0.050 | 0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | -0.016 |
| 5 years | -0.029 |
| 10 years | -0.015 |