Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 18 |
| 1 month | -0.011 | 0 | 46 |
| 3 months | -0.045 | 0 | 30 |
| 1 year | 0.046 | 0 | 21 |
| 3 years | 0.040 | 0 | 34 |
| 5 years | 0.072 | 0 | 24 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.064 | — |
| 2022 | -0.045 | — |
| 2021 | 0.115 | — |
| 2020 | 0.054 | — |
| 2019 | 0.147 | — |
| 2018 | -0.049 | — |
| 2017 | 0.098 | — |
| 2016 | 0.169 | — |
| 2015 | -0.002 | — |
| 2014 | 0.054 | — |
| 2013 | 0.090 | — |
| 2012 | 0.106 | — |
| 2011 | -0.074 | — |
| 2010 | 0.170 | — |
| 2009 | 0.242 | — |
| 2008 | -0.312 | — |
| 2007 | 0.043 | — |
| 2006 | 0.101 | — |
| 2005 | 0.260 | — |
| 2004 | 0.114 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.037 | 0.013 | 0.020 | 0.010 |
| 2023 | 0.018 | -0.013 | 0.001 | 0.058 |
| 2022 | -0.018 | -0.043 | -0.024 | 0.041 |
| 2021 | 0.035 | 0.041 | 0.018 | 0.016 |
| 2020 | -0.156 | 0.136 | 0.010 | 0.088 |
| 2019 | 0.058 | 0.045 | 0.019 | 0.018 |
| 2018 | -0.054 | 0.059 | 0.006 | -0.057 |
| 2017 | 0.040 | 0.016 | 0.006 | 0.032 |
| 2016 | 0.010 | 0.044 | 0.079 | 0.028 |
| 2015 | 0.048 | -0.036 | -0.055 | 0.045 |
| 2014 | 0.008 | 0.014 | 0.004 | 0.027 |
| 2013 | 0.083 | -0.029 | 0.017 | 0.018 |
| 2012 | 0.085 | -0.048 | 0.050 | 0.020 |
| 2011 | -0.003 | 0.005 | -0.108 | 0.036 |
| 2010 | 0.077 | -0.071 | 0.080 | 0.083 |
| 2009 | -0.080 | 0.107 | 0.186 | 0.028 |
| 2008 | -0.107 | -0.017 | -0.132 | -0.096 |
| 2007 | 0.029 | 0.037 | -0.013 | -0.011 |
| 2006 | 0.086 | -0.076 | 0.031 | 0.065 |
| 2005 | 0.029 | 0.045 | 0.104 | 0.062 |
| 2004 | 0.026 | 0.002 | 0.008 | 0.076 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.040 |
| 5 years | 0.072 |
| 10 years | 0.056 |