Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 67 |
| 1 month | 0.017 | 0 | 40 |
| 3 months | 0.030 | 0 | 58 |
| 1 year | 0.085 | 0 | 67 |
| 3 years | 0.092 | 0 | 47 |
| 5 years | 0.049 | 0 | 50 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.130 | — |
| 2022 | -0.124 | — |
| 2021 | 0.028 | — |
| 2020 | 0.019 | — |
| 2019 | 0.134 | — |
| 2018 | -0.055 | — |
| 2017 | 0.073 | — |
| 2016 | 0.139 | — |
| 2015 | -0.052 | — |
| 2014 | 0.015 | — |
| 2013 | 0.050 | — |
| 2012 | 0.163 | — |
| 2011 | 0.003 | — |
| 2010 | 0.157 | — |
| 2009 | 0.608 | — |
| 2008 | -0.324 | — |
| 2007 | 0.058 | — |
| 2006 | 0.126 | — |
| 2005 | 0.082 | — |
| 2004 | 0.113 | — |
| 2003 | 0.366 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | 0.030 | — | — |
| 2024 | 0.021 | 0.005 | 0.046 | -0.001 |
| 2023 | 0.026 | 0.019 | 0.008 | 0.073 |
| 2022 | -0.050 | -0.110 | -0.018 | 0.056 |
| 2021 | -0.005 | 0.035 | 0.001 | -0.002 |
| 2020 | -0.190 | 0.120 | 0.041 | 0.079 |
| 2019 | 0.057 | 0.030 | 0.011 | 0.031 |
| 2018 | -0.001 | -0.019 | 0.011 | -0.046 |
| 2017 | 0.034 | 0.016 | 0.017 | 0.004 |
| 2016 | 0.030 | 0.045 | 0.045 | 0.013 |
| 2015 | 0.014 | -0.003 | -0.045 | -0.018 |
| 2014 | 0.029 | 0.024 | -0.021 | -0.016 |
| 2013 | 0.023 | -0.024 | 0.021 | 0.031 |
| 2012 | 0.061 | 0.006 | 0.057 | 0.031 |
| 2011 | 0.028 | 0.007 | -0.072 | 0.044 |
| 2010 | 0.059 | -0.011 | 0.078 | 0.024 |
| 2009 | 0.038 | 0.242 | 0.187 | 0.050 |
| 2008 | -0.034 | 0.001 | -0.092 | -0.230 |
| 2007 | 0.027 | 0.021 | 0.012 | -0.002 |
| 2006 | 0.042 | -0.023 | 0.047 | 0.056 |
| 2005 | -0.012 | 0.046 | 0.035 | 0.011 |
| 2004 | 0.024 | -0.051 | 0.057 | 0.084 |
| 2003 | 0.087 | 0.133 | 0.037 | 0.068 |
| 2002 | -0.107 | -0.018 | 0.124 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.074 |
| 5 years | 0.039 |
| 10 years | 0.030 |