Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | 83 |
| 1 month | 0.013 | 0 | 48 |
| 3 months | 0.034 | 0 | 68 |
| 1 year | 0.051 | 0 | 63 |
| 3 years | 0.031 | 0 | 73 |
| 5 years | 0.015 | 0 | 78 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.052 | — |
| 2023 | 0.067 | — |
| 2022 | -0.128 | — |
| 2021 | 0.028 | — |
| 2020 | 0.035 | — |
| 2019 | 0.087 | — |
| 2018 | -0.041 | — |
| 2017 | 0.047 | — |
| 2016 | 0.106 | — |
| 2015 | -0.011 | — |
| 2014 | 0.062 | — |
| 2013 | 0.039 | — |
| 2012 | 0.083 | — |
| 2011 | 0.054 | — |
| 2010 | 0.083 | — |
| 2009 | 0.157 | — |
| 2008 | -0.094 | — |
| 2007 | 0.007 | — |
| 2006 | 0.038 | — |
| 2005 | 0.086 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | 0.014 | — | — |
| 2024 | 0.016 | 0.007 | 0.030 | -0.002 |
| 2023 | 0.014 | -0.009 | 0.001 | 0.060 |
| 2022 | -0.039 | -0.059 | -0.062 | 0.028 |
| 2021 | -0.009 | 0.021 | 0.003 | 0.013 |
| 2020 | -0.083 | 0.081 | -0.003 | 0.048 |
| 2019 | 0.044 | 0.019 | 0.028 | -0.006 |
| 2018 | -0.026 | 0.018 | -0.001 | -0.031 |
| 2017 | 0.020 | 0.003 | 0.002 | 0.021 |
| 2016 | 0.012 | 0.032 | 0.067 | -0.008 |
| 2015 | 0.031 | -0.032 | -0.017 | 0.007 |
| 2014 | 0.011 | 0.018 | 0.007 | 0.025 |
| 2013 | 0.034 | -0.025 | 0.021 | 0.010 |
| 2012 | 0.022 | 0.004 | 0.031 | 0.025 |
| 2011 | 0.013 | 0.014 | -0.018 | 0.046 |
| 2010 | 0.040 | -0.013 | 0.057 | -0.002 |
| 2009 | -0.046 | 0.088 | 0.101 | 0.013 |
| 2008 | -0.026 | -0.002 | -0.035 | -0.035 |
| 2007 | 0.002 | -0.016 | 0.004 | 0.017 |
| 2006 | 0.010 | -0.018 | 0.035 | 0.011 |
| 2005 | 0.005 | 0.033 | 0.023 | 0.023 |
| 2004 | 0.033 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.007 |
| 5 years | 0.001 |
| 10 years | 0.017 |