Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 2 |
| 1 month | 0.011 | 0 | 22 |
| 3 months | 0.018 | 0 | 1 |
| 1 year | 0.056 | 0 | 65 |
| 3 years | 0.006 | 0 | 97 |
| 5 years | -0.009 | 0 | 97 |
| 10 years | 0.006 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.031 | — |
| 2023 | 0.043 | — |
| 2022 | -0.126 | — |
| 2021 | -0.024 | — |
| 2020 | 0.032 | — |
| 2019 | 0.050 | — |
| 2018 | 0.008 | — |
| 2017 | 0.014 | — |
| 2016 | 0.041 | — |
| 2015 | 0.005 | — |
| 2014 | 0.103 | — |
| 2013 | 0.031 | — |
| 2012 | 0.101 | — |
| 2011 | 0.044 | — |
| 2010 | 0.038 | — |
| 2009 | 0.121 | — |
| 2008 | 0.014 | — |
| 2007 | -0.005 | — |
| 2006 | -0.010 | — |
| 2005 | 0.040 | — |
| 2004 | 0.060 | — |
| 2003 | 0.026 | — |
| 2002 | 0.080 | — |
| 2001 | 0.026 | — |
| 2000 | 0.065 | — |
| 1999 | -0.037 | — |
| 1998 | 0.073 | — |
| 1997 | 0.092 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | -0.001 | -0.004 | 0.034 | 0.003 |
| 2023 | 0.003 | 0.000 | -0.008 | 0.049 |
| 2022 | -0.040 | -0.046 | -0.044 | -0.002 |
| 2021 | -0.007 | -0.003 | 0.001 | -0.015 |
| 2020 | 0.008 | 0.015 | 0.005 | 0.004 |
| 2019 | 0.022 | 0.026 | 0.017 | -0.016 |
| 2018 | 0.010 | 0.002 | -0.006 | 0.002 |
| 2017 | 0.002 | 0.003 | 0.002 | 0.006 |
| 2016 | 0.024 | 0.019 | 0.013 | -0.014 |
| 2015 | 0.027 | -0.027 | 0.010 | -0.004 |
| 2014 | 0.031 | 0.025 | 0.026 | 0.018 |
| 2013 | 0.012 | -0.004 | 0.010 | 0.011 |
| 2012 | 0.038 | 0 | 0.036 | 0.025 |
| 2011 | 0.002 | 0.015 | 0.022 | 0.004 |
| 2010 | 0.039 | 0.007 | 0.030 | -0.036 |
| 2009 | -0.033 | 0.069 | 0.072 | 0.012 |
| 2008 | 0.009 | -0.019 | 0.007 | 0.018 |
| 2007 | 0 | -0.019 | 0.015 | 0 |
| 2006 | -0.019 | -0.012 | 0.028 | -0.006 |
| 2005 | 0.009 | 0.032 | 0.003 | -0.006 |
| 2004 | 0.024 | -0.011 | 0.023 | 0.024 |
| 2003 | 0.015 | 0.018 | -0.002 | -0.006 |
| 2002 | -0.004 | 0.023 | 0.045 | 0.015 |
| 2001 | 0.017 | -0.008 | 0.023 | -0.006 |
| 2000 | 0.018 | 0.005 | 0.007 | 0.033 |
| 1999 | -0.009 | -0.017 | -0.006 | -0.006 |
| 1998 | 0.020 | 0.016 | 0.031 | 0.004 |
| 1997 | 0.013 | 0.026 | 0.014 | 0.036 |
| 1996 | 0.024 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | -0.004 |
| 5 years | -0.015 |
| 10 years | 0.003 |