Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 86 |
| 1 month | -0.009 | 0 | 78 |
| 3 months | -0.032 | 0 | 77 |
| 1 year | 0.038 | 0 | 48 |
| 3 years | 0.016 | 0 | 52 |
| 5 years | 0.017 | 0 | 60 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.079 | — |
| 2022 | -0.163 | — |
| 2021 | 0.030 | — |
| 2020 | 0.042 | — |
| 2019 | 0.095 | — |
| 2018 | -0.045 | — |
| 2017 | 0.033 | — |
| 2016 | 0.050 | — |
| 2015 | 0.031 | — |
| 2014 | 0.103 | — |
| 2013 | 0.056 | — |
| 2012 | 0.122 | — |
| 2011 | -0.006 | — |
| 2010 | 0.067 | — |
| 2009 | 0.148 | — |
| 2008 | -0.103 | — |
| 2007 | 0.025 | — |
| 2006 | 0.036 | — |
| 2005 | 0.099 | — |
| 2004 | 0.070 | — |
| 2003 | 0.074 | — |
| 2002 | -0.039 | — |
| 2001 | 0.009 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.020 | 0.008 | 0.028 | 0.016 |
| 2023 | 0.013 | 0.017 | -0.017 | 0.065 |
| 2022 | -0.075 | -0.078 | -0.028 | 0.010 |
| 2021 | 0.003 | 0.019 | -0.001 | 0.009 |
| 2020 | -0.101 | 0.073 | 0.034 | 0.045 |
| 2019 | 0.045 | 0.019 | 0.012 | 0.017 |
| 2018 | -0.016 | 0.005 | 0.005 | -0.038 |
| 2017 | 0.010 | 0.002 | 0.006 | 0.015 |
| 2016 | -0.001 | 0.013 | 0.033 | 0.005 |
| 2015 | 0.066 | -0.033 | -0.032 | 0.033 |
| 2014 | 0.026 | 0.029 | 0.021 | 0.023 |
| 2013 | 0.033 | -0.011 | 0.018 | 0.015 |
| 2012 | 0.050 | 0.005 | 0.047 | 0.016 |
| 2011 | -0.005 | 0 | -0.025 | 0.024 |
| 2010 | 0.035 | -0.001 | 0.021 | 0.010 |
| 2009 | 0.007 | 0.055 | 0.062 | 0.018 |
| 2008 | -0.034 | -0.016 | -0.009 | -0.048 |
| 2007 | 0.010 | 0.009 | 0.005 | 0.001 |
| 2006 | 0.008 | -0.030 | 0.034 | 0.025 |
| 2005 | 0.016 | 0.039 | 0.026 | 0.015 |
| 2004 | 0.023 | -0.003 | 0.012 | 0.037 |
| 2003 | -0.011 | 0.058 | -0.004 | 0.031 |
| 2002 | -0.002 | -0.034 | -0.026 | 0.023 |
| 2001 | -0.006 | 0.014 | -0.050 | 0.054 |
| 2000 | 0.002 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | 0.006 |
| 5 years | 0.011 |
| 10 years | 0.007 |