Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 70 |
| 1 month | -0.015 | 0 | 45 |
| 3 months | -0.039 | 0 | 61 |
| 1 year | 0.019 | 0 | 62 |
| 3 years | 0.008 | 0 | 57 |
| 5 years | 0.014 | 0 | 86 |
| 10 years | 0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.063 | — |
| 2022 | -0.166 | — |
| 2021 | 0.059 | — |
| 2020 | 0.037 | — |
| 2019 | 0.115 | — |
| 2018 | -0.056 | — |
| 2017 | 0.074 | — |
| 2016 | 0.020 | — |
| 2015 | 0.000 | — |
| 2014 | 0.092 | — |
| 2013 | 0.075 | — |
| 2012 | 0.074 | — |
| 2011 | -0.002 | — |
| 2010 | 0.011 | — |
| 2009 | 0.143 | — |
| 2008 | -0.154 | — |
| 2007 | 0.002 | — |
| 2006 | 0.065 | — |
| 2005 | 0.142 | — |
| 2004 | 0.034 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.052 | 0.010 | 0.008 | 0.008 |
| 2023 | 0.026 | 0.017 | -0.016 | 0.035 |
| 2022 | -0.067 | -0.077 | -0.039 | 0.008 |
| 2021 | 0.027 | 0.025 | -0.012 | 0.018 |
| 2020 | -0.076 | 0.060 | 0.024 | 0.035 |
| 2019 | 0.066 | 0.020 | 0.018 | 0.008 |
| 2018 | -0.022 | 0.004 | 0.006 | -0.043 |
| 2017 | 0.020 | 0.009 | 0.020 | 0.022 |
| 2016 | -0.016 | 0.017 | 0.020 | -0.001 |
| 2015 | 0.019 | -0.025 | -0.017 | 0.025 |
| 2014 | 0.016 | 0.029 | 0.023 | 0.021 |
| 2013 | 0.051 | -0.009 | 0.013 | 0.018 |
| 2012 | 0.031 | -0.005 | 0.034 | 0.012 |
| 2011 | 0.001 | -0.018 | -0.018 | 0.034 |
| 2010 | 0.028 | -0.040 | 0.020 | 0.004 |
| 2009 | -0.026 | 0.064 | 0.082 | 0.019 |
| 2008 | -0.068 | -0.014 | -0.006 | -0.074 |
| 2007 | 0.011 | 0.011 | 0.000 | -0.019 |
| 2006 | 0.021 | -0.030 | 0.051 | 0.023 |
| 2005 | 0.025 | 0.042 | 0.041 | 0.028 |
| 2004 | 0.027 | -0.013 | 0.003 | 0.017 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.041 |
| 3 years | -0.013 |
| 5 years | 0.002 |
| 10 years | 0.010 |