Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 21 |
| 1 month | -0.005 | 0 | 67 |
| 3 months | -0.009 | 0 | 36 |
| 1 year | 0.066 | 0 | 53 |
| 3 years | 0.078 | 0 | 23 |
| 5 years | 0.104 | 0 | 35 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.082 | — |
| 2022 | 0.041 | — |
| 2021 | 0.162 | — |
| 2020 | -0.115 | — |
| 2019 | 0.162 | — |
| 2018 | -0.092 | — |
| 2017 | 0.110 | — |
| 2016 | 0.173 | — |
| 2015 | -0.017 | — |
| 2014 | -0.002 | — |
| 2013 | 0.177 | — |
| 2012 | 0.100 | — |
| 2011 | -0.039 | — |
| 2010 | 0.127 | — |
| 2009 | 0.266 | — |
| 2008 | -0.288 | — |
| 2007 | 0.055 | — |
| 2006 | 0.107 | — |
| 2005 | 0.168 | — |
| 2004 | 0.074 | — |
| 2003 | 0.144 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.058 | — | — | — |
| 2024 | 0.041 | 0.043 | 0.011 | -0.007 |
| 2023 | 0.038 | -0.002 | 0.026 | 0.017 |
| 2022 | 0.036 | -0.051 | -0.027 | 0.088 |
| 2021 | 0.043 | 0.049 | 0.023 | 0.038 |
| 2020 | -0.244 | 0.099 | -0.043 | 0.113 |
| 2019 | 0.090 | 0.033 | 0.007 | 0.024 |
| 2018 | -0.067 | 0.095 | -0.014 | -0.099 |
| 2017 | 0.042 | 0.014 | 0.010 | 0.041 |
| 2016 | 0.000 | 0.047 | 0.078 | 0.040 |
| 2015 | 0.057 | -0.033 | -0.074 | 0.038 |
| 2014 | -0.011 | 0.024 | -0.006 | -0.010 |
| 2013 | 0.101 | -0.019 | 0.038 | 0.050 |
| 2012 | 0.053 | -0.029 | 0.046 | 0.028 |
| 2011 | 0.008 | -0.002 | -0.124 | 0.090 |
| 2010 | 0.059 | -0.123 | 0.132 | 0.072 |
| 2009 | -0.116 | 0.123 | 0.212 | 0.052 |
| 2008 | -0.106 | -0.013 | -0.127 | -0.075 |
| 2007 | 0.016 | 0.044 | -0.008 | 0.003 |
| 2006 | 0.065 | -0.016 | 0.014 | 0.043 |
| 2005 | 0.022 | 0.049 | 0.058 | 0.030 |
| 2004 | -0.015 | 0.022 | 0.013 | 0.053 |
| 2003 | -0.075 | 0.130 | 0.009 | 0.085 |
| 2002 | 0.050 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.078 |
| 5 years | 0.104 |
| 10 years | 0.053 |