Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 32 |
| 1 month | -0.001 | 0 | 60 |
| 3 months | -0.003 | 0 | 43 |
| 1 year | 0.067 | 0 | 63 |
| 3 years | 0.054 | 0 | 39 |
| 5 years | 0.046 | 0 | 78 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.115 | — |
| 2022 | -0.110 | — |
| 2021 | 0.029 | — |
| 2020 | 0.039 | — |
| 2019 | 0.139 | — |
| 2018 | -0.034 | — |
| 2017 | 0.048 | — |
| 2016 | 0.116 | — |
| 2015 | -0.052 | — |
| 2014 | -0.006 | — |
| 2013 | 0.060 | — |
| 2012 | 0.109 | — |
| 2011 | 0.036 | — |
| 2010 | 0.115 | — |
| 2009 | 0.436 | — |
| 2008 | -0.222 | — |
| 2007 | 0.005 | — |
| 2006 | 0.084 | — |
| 2005 | 0.029 | — |
| 2004 | 0.080 | — |
| 2003 | 0.151 | — |
| 2002 | 0.010 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.010 | 0.010 | 0.042 | -0.003 |
| 2023 | 0.040 | 0.004 | -0.004 | 0.072 |
| 2022 | -0.055 | -0.094 | -0.004 | 0.044 |
| 2021 | -0.001 | 0.017 | 0.006 | 0.006 |
| 2020 | -0.129 | 0.092 | 0.042 | 0.049 |
| 2019 | 0.076 | 0.025 | 0.012 | 0.020 |
| 2018 | -0.017 | 0.006 | 0.021 | -0.044 |
| 2017 | 0.019 | 0.016 | 0.016 | -0.003 |
| 2016 | 0.021 | 0.034 | 0.048 | 0.009 |
| 2015 | 0.021 | -0.008 | -0.049 | -0.015 |
| 2014 | 0.025 | 0.018 | -0.025 | -0.023 |
| 2013 | 0.024 | -0.019 | 0.020 | 0.035 |
| 2012 | 0.031 | 0.012 | 0.035 | 0.027 |
| 2011 | 0.025 | 0.004 | -0.043 | 0.052 |
| 2010 | 0.034 | -0.006 | 0.060 | 0.023 |
| 2009 | 0.077 | 0.141 | 0.109 | 0.053 |
| 2008 | -0.020 | 0.009 | -0.057 | -0.166 |
| 2007 | 0.028 | -0.006 | 0.002 | -0.018 |
| 2006 | 0.017 | -0.002 | 0.032 | 0.036 |
| 2005 | -0.016 | 0.020 | 0.011 | 0.014 |
| 2004 | 0.012 | -0.009 | 0.037 | 0.038 |
| 2003 | 0.028 | 0.054 | 0.015 | 0.047 |
| 2002 | -0.006 | -0.053 | -0.006 | 0.080 |
| 2001 | 0.000 | 0.032 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.043 |
| 5 years | 0.039 |
| 10 years | 0.027 |