Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | -0.075 | 0 | — |
| 1 year | 0.014 | 0 | — |
| 3 years | 0.046 | 0 | — |
| 5 years | 0.076 | 0 | — |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.107 | — |
| 2022 | -0.062 | — |
| 2021 | 0.170 | — |
| 2020 | 0.050 | — |
| 2019 | 0.161 | — |
| 2018 | -0.046 | — |
| 2017 | 0.099 | — |
| 2016 | 0.153 | — |
| 2015 | 0.053 | — |
| 2014 | 0.066 | — |
| 2013 | 0.173 | — |
| 2012 | 0.065 | — |
| 2011 | -0.056 | — |
| 2010 | 0.196 | — |
| 2009 | 0.199 | — |
| 2008 | -0.161 | — |
| 2007 | 0.072 | — |
| 2006 | 0.071 | — |
| 2005 | 0.325 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.054 | -0.002 | 0.001 | 0.028 |
| 2023 | 0.029 | 0.006 | 0.029 | 0.040 |
| 2022 | -0.027 | -0.079 | 0.010 | 0.035 |
| 2021 | 0.031 | 0.056 | 0.026 | 0.046 |
| 2020 | -0.136 | 0.136 | 0.019 | 0.050 |
| 2019 | 0.077 | 0.057 | 0.025 | -0.004 |
| 2018 | -0.046 | 0.069 | 0.027 | -0.088 |
| 2017 | 0.043 | 0.007 | -0.002 | 0.049 |
| 2016 | -0.004 | 0.034 | 0.082 | 0.035 |
| 2015 | 0.078 | -0.038 | -0.049 | 0.068 |
| 2014 | -0.012 | 0.015 | 0.014 | 0.050 |
| 2013 | 0.128 | -0.026 | 0.021 | 0.045 |
| 2012 | 0.056 | -0.038 | 0.041 | 0.007 |
| 2011 | -0.015 | 0.002 | -0.081 | 0.042 |
| 2010 | 0.077 | -0.046 | 0.064 | 0.094 |
| 2009 | -0.062 | 0.062 | 0.173 | 0.026 |
| 2008 | -0.088 | 0.022 | -0.090 | -0.011 |
| 2007 | 0.035 | 0.041 | -0.003 | -0.002 |
| 2006 | 0.090 | -0.083 | 0.004 | 0.067 |
| 2005 | 0.058 | 0.025 | 0.138 | 0.074 |
| 2004 | 0.090 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.046 |
| 5 years | 0.076 |
| 10 years | 0.064 |