Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 42 |
| 1 month | 0.004 | 0 | 61 |
| 3 months | 0.018 | 0 | 40 |
| 1 year | 0.030 | 0 | 55 |
| 3 years | -0.002 | 0 | 82 |
| 5 years | 0.006 | 0 | 80 |
| 10 years | 0.006 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.016 | — |
| 2023 | 0.044 | — |
| 2022 | -0.098 | — |
| 2021 | 0.052 | — |
| 2020 | 0.022 | — |
| 2019 | 0.051 | — |
| 2018 | -0.027 | — |
| 2017 | 0.002 | — |
| 2016 | 0.022 | — |
| 2015 | 0.003 | — |
| 2014 | 0.039 | — |
| 2013 | -0.005 | — |
| 2012 | 0.099 | — |
| 2011 | -0.012 | — |
| 2010 | -0.011 | — |
| 2009 | 0.053 | — |
| 2008 | 0.025 | — |
| 2007 | 0.018 | — |
| 2006 | -0.011 | — |
| 2005 | 0.032 | — |
| 2004 | 0.060 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | 0.018 | — | — |
| 2024 | -0.010 | -0.023 | 0.030 | -0.013 |
| 2023 | 0.032 | -0.002 | -0.041 | 0.057 |
| 2022 | 0.022 | -0.075 | -0.054 | 0.009 |
| 2021 | 0.011 | 0.000 | 0.028 | 0.012 |
| 2020 | -0.052 | 0.034 | 0.015 | 0.028 |
| 2019 | 0.011 | 0.024 | 0.035 | -0.018 |
| 2018 | 0.007 | -0.007 | -0.018 | -0.009 |
| 2017 | -0.028 | 0.008 | 0.009 | 0.014 |
| 2016 | 0.008 | 0.016 | 0.013 | -0.015 |
| 2015 | 0.033 | -0.029 | -0.003 | 0.003 |
| 2014 | 0.015 | 0.020 | 0.008 | -0.004 |
| 2013 | -0.006 | -0.011 | 0.006 | 0.005 |
| 2012 | 0.037 | -0.007 | 0.046 | 0.021 |
| 2011 | 0.007 | 0.008 | -0.013 | -0.014 |
| 2010 | 0.009 | -0.013 | 0.013 | -0.019 |
| 2009 | 0.008 | 0.022 | 0.025 | -0.002 |
| 2008 | 0.019 | -0.003 | 0.008 | 0.001 |
| 2007 | -0.001 | -0.010 | 0.017 | 0.013 |
| 2006 | -0.020 | -0.001 | 0.016 | -0.006 |
| 2005 | 0.002 | 0.024 | 0.010 | -0.004 |
| 2004 | 0.021 | -0.003 | 0.017 | 0.024 |
| 2003 | -0.004 | 0.010 | 0.003 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | -0.007 |
| 5 years | 0.003 |
| 10 years | 0.004 |