Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | 0 | — |
| 1 month | -0.018 | 0 | — |
| 3 months | 0.001 | 0 | — |
| 1 year | 0.057 | 0 | — |
| 3 years | 0.064 | 0 | — |
| 5 years | 0.032 | 0 | — |
| 10 years | 0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.023 | — |
| 2023 | 0.115 | — |
| 2022 | -0.152 | — |
| 2021 | 0.081 | — |
| 2020 | -0.001 | — |
| 2019 | 0.143 | — |
| 2018 | -0.079 | — |
| 2017 | 0.034 | — |
| 2016 | -0.008 | — |
| 2015 | 0.041 | — |
| 2014 | 0.055 | — |
| 2013 | 0.092 | — |
| 2012 | 0.116 | — |
| 2011 | -0.076 | — |
| 2010 | -0.020 | — |
| 2009 | 0.146 | — |
| 2008 | -0.221 | — |
| 2007 | 0.037 | — |
| 2006 | 0.052 | — |
| 2005 | 0.109 | — |
| 2004 | — | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.052 | 0.001 | — | — |
| 2024 | 0.039 | -0.019 | 0.009 | -0.005 |
| 2023 | 0.054 | 0.017 | -0.032 | 0.075 |
| 2022 | -0.066 | -0.094 | -0.047 | 0.053 |
| 2021 | 0.032 | 0.023 | -0.004 | 0.028 |
| 2020 | -0.133 | 0.086 | 0.003 | 0.057 |
| 2019 | 0.059 | 0.038 | 0.027 | 0.013 |
| 2018 | -0.032 | 0.007 | 0.005 | -0.060 |
| 2017 | 0.018 | 0.021 | -0.002 | -0.003 |
| 2016 | -0.038 | -0.034 | 0.041 | 0.026 |
| 2015 | 0.109 | -0.052 | -0.050 | 0.043 |
| 2014 | 0.012 | 0.039 | 0.006 | -0.003 |
| 2013 | 0.004 | -0.004 | 0.062 | 0.027 |
| 2012 | 0.060 | -0.065 | 0.103 | 0.021 |
| 2011 | 0.010 | -0.016 | -0.082 | 0.012 |
| 2010 | -0.002 | -0.062 | 0.054 | -0.007 |
| 2009 | -0.075 | 0.116 | 0.085 | 0.024 |
| 2008 | -0.086 | -0.023 | -0.047 | -0.085 |
| 2007 | 0.009 | 0.012 | 0.001 | 0.014 |
| 2006 | 0.020 | -0.050 | 0.036 | 0.047 |
| 2005 | 0.010 | 0.032 | 0.038 | 0.025 |
| 2004 | -0.018 | -0.005 | 0.010 | — |
| 2003 | 0.044 | 0.022 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.064 |
| 5 years | 0.032 |
| 10 years | 0.016 |