Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.108 | 0 | 6 |
| 1 month | 0.001 | 0 | 85 |
| 3 months | 0.064 | 0 | 6 |
| 1 year | 0.106 | 0 | 34 |
| 3 years | 0.054 | 0 | 26 |
| 5 years | 0.019 | 0 | 42 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.062 | — |
| 2022 | -0.175 | — |
| 2021 | -0.003 | — |
| 2020 | 0.122 | — |
| 2019 | 0.111 | — |
| 2018 | -0.090 | — |
| 2017 | 0.177 | — |
| 2016 | 0.012 | — |
| 2015 | -0.031 | — |
| 2014 | -0.007 | — |
| 2013 | 0.069 | — |
| 2012 | 0.122 | — |
| 2011 | -0.057 | — |
| 2010 | 0.098 | — |
| 2009 | 0.218 | — |
| 2008 | -0.258 | — |
| 2007 | 0.172 | — |
| 2006 | 0.153 | — |
| 2005 | 0.039 | — |
| 2004 | 0.075 | — |
| 2003 | 0.139 | — |
| 2002 | -0.086 | — |
| 2001 | -0.035 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | 0.078 | — | — |
| 2024 | 0.017 | 0.007 | 0.073 | -0.054 |
| 2023 | 0.048 | -0.003 | -0.040 | 0.060 |
| 2022 | -0.069 | -0.089 | -0.088 | 0.066 |
| 2021 | -0.002 | 0.030 | -0.029 | -0.001 |
| 2020 | -0.100 | 0.097 | 0.049 | 0.083 |
| 2019 | 0.072 | 0.010 | -0.009 | 0.036 |
| 2018 | 0.002 | -0.019 | -0.005 | -0.070 |
| 2017 | 0.055 | 0.042 | 0.040 | 0.030 |
| 2016 | 0.007 | 0.007 | 0.036 | -0.036 |
| 2015 | 0.009 | 0.012 | -0.065 | 0.014 |
| 2014 | 0.003 | 0.026 | -0.023 | -0.012 |
| 2013 | 0.018 | -0.023 | 0.044 | 0.030 |
| 2012 | 0.073 | -0.031 | 0.051 | 0.027 |
| 2011 | 0.021 | 0.012 | -0.105 | 0.020 |
| 2010 | 0.005 | -0.047 | 0.113 | 0.029 |
| 2009 | -0.056 | 0.144 | 0.102 | 0.023 |
| 2008 | -0.051 | -0.019 | -0.130 | -0.083 |
| 2007 | 0.022 | 0.056 | 0.082 | 0.004 |
| 2006 | 0.033 | 0.005 | 0.035 | 0.072 |
| 2005 | -0.016 | 0.022 | 0.017 | 0.016 |
| 2004 | 0.024 | -0.016 | 0.018 | 0.047 |
| 2003 | -0.018 | 0.089 | 0.012 | 0.052 |
| 2002 | -0.014 | -0.050 | -0.061 | 0.039 |
| 2001 | -0.053 | 0.039 | -0.083 | 0.070 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.106 |
| 3 years | 0.054 |
| 5 years | 0.019 |
| 10 years | 0.027 |