Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 23 |
| 1 month | 0.000 | 0 | 16 |
| 3 months | -0.054 | 0 | 45 |
| 1 year | 0.028 | 0 | 50 |
| 3 years | 0.051 | 0 | 11 |
| 5 years | 0.070 | 0 | 27 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.095 | — |
| 2022 | -0.036 | — |
| 2021 | 0.139 | — |
| 2020 | 0.030 | — |
| 2019 | 0.124 | — |
| 2018 | -0.030 | — |
| 2017 | 0.104 | — |
| 2016 | 0.134 | — |
| 2015 | 0.052 | — |
| 2014 | 0.052 | — |
| 2013 | 0.134 | — |
| 2012 | 0.093 | — |
| 2011 | -0.042 | — |
| 2010 | 0.144 | — |
| 2009 | 0.199 | — |
| 2008 | -0.148 | — |
| 2007 | 0.037 | — |
| 2006 | 0.103 | — |
| 2005 | 0.224 | — |
| 2004 | 0.148 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.045 | 0.007 | 0.007 | 0.017 |
| 2023 | 0.041 | -0.011 | 0.013 | 0.049 |
| 2022 | -0.012 | -0.071 | 0.013 | 0.037 |
| 2021 | 0.030 | 0.051 | 0.017 | 0.035 |
| 2020 | -0.121 | 0.116 | 0.004 | 0.045 |
| 2019 | 0.060 | 0.052 | 0.018 | -0.010 |
| 2018 | -0.037 | 0.060 | 0.018 | -0.066 |
| 2017 | 0.043 | 0.019 | 0.001 | 0.038 |
| 2016 | 0.003 | 0.034 | 0.074 | 0.018 |
| 2015 | 0.068 | -0.033 | -0.039 | 0.061 |
| 2014 | -0.004 | 0.001 | 0.011 | 0.043 |
| 2013 | 0.112 | -0.027 | 0.012 | 0.036 |
| 2012 | 0.049 | -0.020 | 0.043 | 0.020 |
| 2011 | -0.016 | 0.003 | -0.068 | 0.042 |
| 2010 | 0.060 | -0.033 | 0.050 | 0.062 |
| 2009 | -0.064 | 0.067 | 0.166 | 0.030 |
| 2008 | -0.071 | 0.013 | -0.070 | -0.026 |
| 2007 | 0.029 | 0.020 | -0.010 | -0.001 |
| 2006 | 0.073 | -0.056 | 0.026 | 0.062 |
| 2005 | 0.047 | 0.005 | 0.091 | 0.066 |
| 2004 | 0.036 | 0.000 | 0.024 | 0.082 |
| 2003 | 0.126 | 0.049 | 0.062 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.051 |
| 5 years | 0.070 |
| 10 years | 0.060 |