Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 10 |
| 1 month | 0.015 | 0 | 4 |
| 3 months | -0.021 | 0 | 23 |
| 1 year | 0.004 | 0 | 76 |
| 3 years | 0.025 | 0 | 50 |
| 5 years | 0.014 | 0 | 89 |
| 10 years | -0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.009 | — |
| 2023 | 0.160 | — |
| 2022 | -0.219 | — |
| 2021 | 0.087 | — |
| 2020 | 0.127 | — |
| 2019 | 0.162 | — |
| 2018 | — | — |
| 2015 | 0.085 | — |
| 2014 | 0.226 | — |
| 2013 | 0.046 | — |
| 2012 | 0.002 | — |
| 2011 | -0.327 | — |
| 2010 | -0.074 | — |
| 2009 | 0.116 | — |
| 2008 | -0.409 | — |
| 2007 | -0.025 | — |
| 2006 | 0.078 | — |
| 2005 | 0.178 | — |
| 2004 | 0.050 | — |
| 2003 | 0.109 | — |
| 2002 | -0.249 | — |
| 2001 | -0.070 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0 | — | — | — |
| 2024 | 0.054 | -0.031 | 0.002 | -0.015 |
| 2023 | 0.048 | 0.019 | -0.047 | 0.140 |
| 2022 | -0.082 | -0.136 | 0.059 | -0.070 |
| 2021 | 0.011 | 0.046 | 0.010 | 0.018 |
| 2020 | 0.017 | 0.059 | 0.004 | 0.042 |
| 2019 | 0.167 | 0.019 | -0.061 | 0.040 |
| 2018 | 0.007 | -0.044 | -0.167 | — |
| 2015 | 0.135 | -0.098 | -0.092 | 0.166 |
| 2014 | -0.021 | 0.064 | 0.113 | 0.058 |
| 2013 | -0.007 | -0.092 | 0.099 | 0.056 |
| 2012 | 0.029 | -0.045 | 0.029 | -0.010 |
| 2011 | -0.117 | -0.079 | -0.092 | -0.088 |
| 2010 | 0.050 | -0.042 | -0.094 | 0.017 |
| 2009 | -0.007 | 0.095 | 0.022 | 0.005 |
| 2008 | -0.070 | -0.015 | -0.152 | -0.240 |
| 2007 | 0.009 | 0.018 | 0.008 | -0.058 |
| 2006 | 0.063 | -0.061 | 0.051 | 0.028 |
| 2005 | 0.026 | 0.043 | 0.066 | 0.033 |
| 2004 | 0.040 | 0.014 | -0.004 | 0 |
| 2003 | -0.050 | 0.080 | 0.034 | 0.046 |
| 2002 | 0 | -0.151 | -0.114 | -0.003 |
| 2001 | -0.059 | 0.047 | -0.167 | 0.133 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.025 |
| 5 years | 0.014 |
| 10 years | -0.023 |