Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 52 |
| 1 month | -0.011 | 0 | 44 |
| 3 months | -0.052 | 0 | 60 |
| 1 year | 0.032 | 0 | 47 |
| 3 years | 0.033 | 0 | 24 |
| 5 years | 0.057 | 0 | 18 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.095 | — |
| 2023 | 0.096 | — |
| 2022 | -0.135 | — |
| 2021 | 0.131 | — |
| 2020 | 0.021 | — |
| 2019 | 0.166 | — |
| 2018 | -0.070 | — |
| 2017 | 0.059 | — |
| 2016 | 0.057 | — |
| 2015 | 0.092 | — |
| 2014 | 0.139 | — |
| 2013 | 0.114 | — |
| 2012 | 0.129 | — |
| 2011 | -0.043 | — |
| 2010 | 0.114 | — |
| 2009 | 0.179 | — |
| 2008 | -0.221 | — |
| 2007 | 0.015 | — |
| 2006 | 0.028 | — |
| 2005 | 0.172 | — |
| 2004 | 0.040 | — |
| 2003 | 0.074 | — |
| 2002 | -0.141 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.047 | 0.008 | 0.026 | 0.011 |
| 2023 | 0.037 | 0.016 | -0.017 | 0.058 |
| 2022 | -0.065 | -0.080 | -0.022 | 0.028 |
| 2021 | 0.050 | 0.042 | 0.002 | 0.032 |
| 2020 | -0.169 | 0.118 | 0.017 | 0.080 |
| 2019 | 0.083 | 0.023 | 0.019 | 0.034 |
| 2018 | -0.023 | 0.028 | 0.007 | -0.079 |
| 2017 | 0.038 | -0.009 | 0.014 | 0.016 |
| 2016 | -0.026 | 0.013 | 0.034 | 0.036 |
| 2015 | 0.119 | -0.027 | -0.051 | 0.056 |
| 2014 | 0.015 | 0.034 | 0.032 | 0.050 |
| 2013 | 0.068 | -0.014 | 0.020 | 0.038 |
| 2012 | 0.071 | -0.001 | 0.039 | 0.015 |
| 2011 | -0.015 | -0.011 | -0.078 | 0.065 |
| 2010 | 0.057 | -0.020 | 0.015 | 0.060 |
| 2009 | -0.004 | 0.076 | 0.072 | 0.026 |
| 2008 | -0.092 | 0.004 | -0.052 | -0.099 |
| 2007 | 0.003 | 0.030 | 0.003 | -0.020 |
| 2006 | 0.023 | -0.059 | 0.029 | 0.037 |
| 2005 | 0.020 | 0.050 | 0.050 | 0.042 |
| 2004 | 0.037 | -0.003 | -0.017 | 0.024 |
| 2003 | -0.043 | 0.071 | 0.022 | 0.025 |
| 2002 | 0.009 | -0.087 | -0.071 | 0.005 |
| 2001 | -0.118 | 0.072 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | 0.012 |
| 5 years | 0.044 |
| 10 years | 0.028 |