Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 18 |
| 1 month | 0.008 | 0 | 47 |
| 3 months | 0.028 | 0 | 38 |
| 1 year | 0.032 | 0 | 66 |
| 3 years | 0.026 | 0 | 62 |
| 5 years | 0.017 | 0 | 54 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.028 | — |
| 2023 | 0.038 | — |
| 2022 | -0.061 | — |
| 2021 | 0.024 | — |
| 2020 | 0.040 | — |
| 2019 | 0.096 | — |
| 2018 | -0.070 | — |
| 2017 | 0.013 | — |
| 2016 | 0.007 | — |
| 2015 | 0.012 | — |
| 2014 | 0.060 | — |
| 2013 | 0.033 | — |
| 2012 | 0.087 | — |
| 2011 | -0.045 | — |
| 2010 | 0.035 | — |
| 2009 | 0.104 | — |
| 2008 | -0.137 | — |
| 2007 | 0.021 | — |
| 2006 | 0.025 | — |
| 2005 | 0.071 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | 0.020 | — | — |
| 2024 | 0.002 | 0.010 | 0.021 | -0.006 |
| 2023 | -0.011 | -0.002 | -0.003 | 0.055 |
| 2022 | -0.004 | -0.058 | -0.015 | 0.017 |
| 2021 | 0.019 | 0.002 | 0.002 | 0.000 |
| 2020 | -0.080 | 0.070 | 0.014 | 0.042 |
| 2019 | 0.049 | 0.013 | 0.010 | 0.022 |
| 2018 | -0.022 | -0.007 | 0.001 | -0.042 |
| 2017 | 0.009 | -0.010 | 0.005 | 0.008 |
| 2016 | -0.019 | 0.010 | 0.011 | 0.005 |
| 2015 | 0.050 | -0.034 | -0.026 | 0.024 |
| 2014 | 0.015 | 0.017 | 0.014 | 0.013 |
| 2013 | 0.011 | -0.010 | 0.013 | 0.019 |
| 2012 | 0.042 | -0.018 | 0.040 | 0.021 |
| 2011 | -0.004 | -0.008 | -0.051 | 0.019 |
| 2010 | 0.025 | -0.013 | 0.012 | 0.011 |
| 2009 | -0.012 | 0.048 | 0.050 | 0.016 |
| 2008 | -0.023 | -0.016 | -0.040 | -0.066 |
| 2007 | 0.005 | 0.008 | 0.003 | 0.005 |
| 2006 | 0.009 | -0.026 | 0.022 | 0.020 |
| 2005 | 0.014 | 0.026 | 0.021 | 0.009 |
| 2004 | 0.016 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.011 |
| 3 years | 0.019 |
| 5 years | 0.013 |
| 10 years | 0.010 |