Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 75 |
| 1 month | 0.012 | 0 | 45 |
| 3 months | 0.004 | 0 | 71 |
| 1 year | 0.039 | 0 | 81 |
| 3 years | -0.016 | 0 | 98 |
| 5 years | -0.028 | 0 | 98 |
| 10 years | -0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.018 | — |
| 2023 | 0.061 | — |
| 2022 | -0.206 | — |
| 2021 | -0.037 | — |
| 2020 | 0.040 | — |
| 2019 | 0.059 | — |
| 2018 | -0.016 | — |
| 2017 | 0.006 | — |
| 2016 | 0.024 | — |
| 2015 | -0.003 | — |
| 2014 | 0.103 | — |
| 2013 | 0.022 | — |
| 2012 | 0.129 | — |
| 2011 | 0.019 | — |
| 2010 | 0.043 | — |
| 2009 | 0.101 | — |
| 2008 | 0.054 | — |
| 2007 | -0.027 | — |
| 2006 | -0.013 | — |
| 2005 | 0.038 | — |
| 2004 | 0.059 | — |
| 2003 | 0.030 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | -0.002 | -0.010 | 0.032 | -0.002 |
| 2023 | 0.013 | -0.003 | -0.019 | 0.071 |
| 2022 | -0.069 | -0.083 | -0.056 | -0.014 |
| 2021 | -0.014 | -0.008 | -0.004 | -0.012 |
| 2020 | -0.021 | 0.034 | 0.016 | 0.011 |
| 2019 | 0.023 | 0.033 | 0.027 | -0.024 |
| 2018 | 0.009 | -0.010 | -0.010 | -0.005 |
| 2017 | -0.006 | 0.000 | 0.005 | 0.006 |
| 2016 | 0.024 | 0.016 | 0.010 | -0.025 |
| 2015 | 0.029 | -0.047 | 0.011 | 0.006 |
| 2014 | 0.035 | 0.025 | 0.020 | 0.020 |
| 2013 | 0.000 | -0.003 | 0.013 | 0.013 |
| 2012 | 0.046 | 0.008 | 0.037 | 0.033 |
| 2011 | -0.007 | 0.008 | 0.005 | 0.014 |
| 2010 | 0.032 | 0.009 | 0.023 | -0.021 |
| 2009 | 0.007 | 0.022 | 0.051 | 0.018 |
| 2008 | 0.017 | -0.054 | 0.033 | 0.061 |
| 2007 | -0.003 | -0.015 | -0.003 | -0.005 |
| 2006 | -0.021 | -0.010 | 0.024 | -0.005 |
| 2005 | 0.006 | 0.033 | 0.004 | -0.004 |
| 2004 | 0.026 | -0.013 | 0.024 | 0.021 |
| 2003 | 0.012 | 0.023 | -0.003 | -0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | -0.016 |
| 5 years | -0.028 |
| 10 years | -0.010 |