Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 75 |
| 1 month | 0.023 | 0 | 18 |
| 3 months | 0.032 | 0 | 53 |
| 1 year | 0.086 | 0 | 81 |
| 3 years | 0.084 | 0 | 65 |
| 5 years | 0.100 | 0 | 28 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.109 | — |
| 2022 | 0.014 | — |
| 2021 | 0.089 | — |
| 2020 | 0.139 | — |
| 2019 | 0.083 | — |
| 2018 | -0.014 | — |
| 2017 | 0.138 | — |
| 2016 | 0.079 | — |
| 2015 | 0.034 | — |
| 2014 | 0.207 | — |
| 2013 | 0.035 | — |
| 2012 | 0.142 | — |
| 2011 | -0.077 | — |
| 2010 | 0.067 | — |
| 2009 | 0.239 | — |
| 2008 | -0.122 | — |
| 2007 | 0.234 | — |
| 2006 | 0.174 | — |
| 2005 | 0.151 | — |
| 2004 | 0.075 | — |
| 2003 | 0.369 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.023 | 0.042 | 0.046 | -0.027 |
| 2023 | -0.008 | 0.054 | 0.015 | 0.045 |
| 2022 | -0.002 | -0.049 | 0.042 | 0.025 |
| 2021 | 0.011 | 0.031 | 0.049 | -0.003 |
| 2020 | -0.086 | 0.094 | 0.037 | 0.099 |
| 2019 | 0.030 | 0.015 | 0.006 | 0.030 |
| 2018 | -0.013 | 0.001 | -0.017 | 0.015 |
| 2017 | 0.048 | 0.028 | 0.024 | 0.032 |
| 2016 | 0.000 | 0.046 | 0.044 | -0.011 |
| 2015 | 0.038 | -0.012 | 0.010 | -0.002 |
| 2014 | 0.036 | 0.072 | 0.042 | 0.043 |
| 2013 | -0.003 | 0.031 | -0.026 | 0.035 |
| 2012 | 0.075 | 0.000 | 0.034 | 0.028 |
| 2011 | -0.017 | -0.006 | -0.030 | -0.026 |
| 2010 | 0.008 | 0.021 | 0.038 | -0.002 |
| 2009 | -0.012 | 0.141 | 0.068 | 0.030 |
| 2008 | -0.071 | -0.051 | 0.000 | -0.003 |
| 2007 | -0.013 | 0.069 | 0.080 | 0.083 |
| 2006 | 0.077 | -0.029 | 0.074 | 0.046 |
| 2005 | -0.004 | 0.035 | 0.073 | 0.040 |
| 2004 | 0.003 | -0.059 | 0.054 | 0.081 |
| 2003 | -0.024 | 0.106 | 0.128 | 0.124 |
| 2002 | -0.011 | 0.103 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.084 |
| 5 years | 0.100 |
| 10 years | 0.075 |