Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 48 |
| 1 month | -0.019 | 0 | 43 |
| 3 months | -0.037 | 0 | 51 |
| 1 year | 0.020 | 0 | 56 |
| 3 years | -0.016 | 0 | 54 |
| 5 years | -0.023 | 0 | 60 |
| 10 years | -0.002 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.038 | — |
| 2023 | 0.015 | — |
| 2022 | -0.118 | — |
| 2021 | 0.011 | — |
| 2020 | 0.010 | — |
| 2019 | 0.086 | — |
| 2018 | 0.030 | — |
| 2017 | -0.069 | — |
| 2016 | 0.031 | — |
| 2015 | 0.070 | — |
| 2014 | 0.139 | — |
| 2013 | -0.081 | — |
| 2012 | 0.016 | — |
| 2011 | 0.086 | — |
| 2010 | 0.112 | — |
| 2009 | 0.029 | — |
| 2008 | 0.070 | — |
| 2007 | -0.030 | — |
| 2006 | -0.059 | — |
| 2005 | 0.059 | — |
| 2004 | 0.026 | — |
| 2003 | -0.029 | — |
| 2002 | 0.007 | — |
| 2001 | 0.039 | — |
| 2000 | 0.079 | — |
| 1999 | 0.097 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.001 | -0.007 | 0.028 | 0.016 |
| 2023 | 0.015 | -0.028 | -0.012 | 0.041 |
| 2022 | -0.051 | -0.028 | -0.006 | -0.037 |
| 2021 | -0.010 | -0.001 | 0.015 | 0.007 |
| 2020 | 0.004 | 0.023 | -0.014 | -0.003 |
| 2019 | 0.043 | 0.022 | 0.048 | -0.027 |
| 2018 | -0.006 | 0.016 | -0.006 | 0.026 |
| 2017 | 0.008 | -0.042 | -0.021 | -0.016 |
| 2016 | 0.007 | 0.042 | 0.000 | -0.018 |
| 2015 | 0.112 | -0.061 | 0.011 | 0.013 |
| 2014 | 0.018 | 0.031 | 0.053 | 0.031 |
| 2013 | 0.007 | -0.054 | -0.013 | -0.021 |
| 2012 | -0.022 | 0.059 | 0.015 | -0.033 |
| 2011 | -0.039 | 0.012 | 0.073 | 0.040 |
| 2010 | 0.063 | 0.084 | -0.035 | -0.001 |
| 2009 | -0.001 | -0.011 | 0.029 | 0.012 |
| 2008 | 0.000 | -0.035 | 0.055 | 0.050 |
| 2007 | -0.003 | -0.028 | 0.009 | -0.008 |
| 2006 | -0.034 | -0.031 | 0.024 | -0.018 |
| 2005 | 0.014 | 0.053 | -0.007 | 0 |
| 2004 | 0.038 | -0.061 | 0.058 | -0.005 |
| 2003 | -0.008 | 0.003 | 0.003 | -0.028 |
| 2002 | 0.005 | -0.021 | 0.030 | -0.006 |
| 2001 | 0.031 | 0.023 | -0.004 | -0.010 |
| 2000 | 0.033 | -0.003 | 0.052 | -0.004 |
| 1999 | 0.056 | 0.010 | -0.012 | 0.040 |
| 1998 | -0.020 | 0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | -0.033 |
| 5 years | -0.033 |
| 10 years | -0.008 |