Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 44 |
| 1 month | -0.017 | 0 | 27 |
| 3 months | -0.038 | 0 | 23 |
| 1 year | 0.025 | 0 | 50 |
| 3 years | 0.015 | 0 | 54 |
| 5 years | 0.033 | 0 | 79 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.054 | — |
| 2022 | -0.127 | — |
| 2021 | 0.099 | — |
| 2020 | 0.036 | — |
| 2019 | 0.134 | — |
| 2018 | -0.040 | — |
| 2017 | 0.097 | — |
| 2016 | 0.025 | — |
| 2015 | 0.028 | — |
| 2014 | 0.094 | — |
| 2013 | 0.094 | — |
| 2012 | 0.087 | — |
| 2011 | -0.023 | — |
| 2010 | 0.035 | — |
| 2009 | 0.135 | — |
| 2008 | -0.186 | — |
| 2007 | 0.009 | — |
| 2006 | 0.094 | — |
| 2005 | 0.167 | — |
| 2004 | 0.045 | — |
| 2003 | 0.110 | — |
| 2002 | -0.120 | — |
| 2001 | -0.083 | — |
| 2000 | -0.021 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.053 | 0.014 | 0.009 | 0.007 |
| 2023 | 0.027 | 0.017 | -0.016 | 0.025 |
| 2022 | -0.045 | -0.071 | -0.032 | 0.017 |
| 2021 | 0.037 | 0.037 | -0.005 | 0.028 |
| 2020 | -0.090 | 0.074 | 0.021 | 0.039 |
| 2019 | 0.068 | 0.021 | 0.015 | 0.024 |
| 2018 | -0.017 | 0.014 | 0.015 | -0.051 |
| 2017 | 0.035 | 0.010 | 0.024 | 0.025 |
| 2016 | -0.019 | 0.020 | 0.020 | 0.004 |
| 2015 | 0.024 | -0.020 | -0.013 | 0.037 |
| 2014 | 0.021 | 0.022 | 0.021 | 0.026 |
| 2013 | 0.058 | -0.006 | 0.020 | 0.019 |
| 2012 | 0.035 | 0.000 | 0.037 | 0.012 |
| 2011 | 0.005 | -0.021 | -0.048 | 0.043 |
| 2010 | 0.037 | -0.035 | 0.017 | 0.017 |
| 2009 | -0.036 | 0.070 | 0.081 | 0.018 |
| 2008 | -0.085 | 0.003 | -0.019 | -0.096 |
| 2007 | 0.017 | 0.021 | -0.010 | -0.020 |
| 2006 | 0.035 | -0.029 | 0.054 | 0.033 |
| 2005 | 0.030 | 0.038 | 0.056 | 0.034 |
| 2004 | 0.032 | -0.008 | -0.001 | 0.022 |
| 2003 | -0.037 | 0.083 | 0.017 | 0.047 |
| 2002 | 0.013 | -0.071 | -0.061 | -0.006 |
| 2001 | -0.041 | 0.015 | -0.114 | 0.064 |
| 2000 | 0.013 | -0.002 | -0.013 | -0.019 |
| 1999 | 0.100 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.015 |
| 5 years | 0.033 |
| 10 years | 0.032 |