Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 56 |
| 1 month | -0.025 | 0 | 81 |
| 3 months | -0.045 | 0 | 75 |
| 1 year | 0.028 | 0 | 48 |
| 3 years | 0.006 | 0 | 64 |
| 5 years | 0.027 | 0 | 54 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.043 | — |
| 2022 | -0.162 | — |
| 2021 | 0.075 | — |
| 2020 | 0.029 | — |
| 2019 | 0.122 | — |
| 2018 | -0.090 | — |
| 2017 | 0.096 | — |
| 2016 | 0.011 | — |
| 2015 | 0.001 | — |
| 2014 | 0.072 | — |
| 2013 | 0.047 | — |
| 2012 | 0.055 | — |
| 2011 | -0.056 | — |
| 2010 | 0.028 | — |
| 2009 | 0.147 | — |
| 2008 | -0.226 | — |
| 2007 | 0.077 | — |
| 2006 | 0.052 | — |
| 2005 | 0.142 | — |
| 2004 | 0.029 | — |
| 2003 | 0.069 | — |
| 2002 | -0.156 | — |
| 2001 | -0.123 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.070 | 0.001 | 0.015 | 0.009 |
| 2023 | 0.021 | 0.007 | -0.010 | 0.025 |
| 2022 | -0.061 | -0.098 | -0.042 | 0.033 |
| 2021 | 0.025 | 0.052 | -0.025 | 0.022 |
| 2020 | -0.118 | 0.071 | 0.029 | 0.059 |
| 2019 | 0.060 | 0.024 | 0.002 | 0.032 |
| 2018 | -0.022 | -0.004 | 0.004 | -0.069 |
| 2017 | 0.032 | 0.017 | 0.017 | 0.027 |
| 2016 | -0.019 | 0.004 | 0.032 | -0.006 |
| 2015 | 0.029 | -0.018 | -0.041 | 0.034 |
| 2014 | 0.017 | 0.016 | 0.015 | 0.022 |
| 2013 | 0.032 | -0.024 | 0.020 | 0.019 |
| 2012 | 0.028 | -0.013 | 0.038 | 0.001 |
| 2011 | 0.001 | -0.034 | -0.028 | 0.004 |
| 2010 | 0.020 | -0.021 | 0.010 | 0.020 |
| 2009 | 0.007 | 0.057 | 0.051 | 0.024 |
| 2008 | -0.069 | 0.002 | -0.048 | -0.127 |
| 2007 | 0.021 | 0.035 | 0.008 | 0.010 |
| 2006 | 0.027 | -0.035 | 0.024 | 0.036 |
| 2005 | 0.029 | 0.028 | 0.050 | 0.029 |
| 2004 | 0.030 | -0.011 | -0.007 | 0.016 |
| 2003 | -0.032 | 0.056 | 0.019 | 0.025 |
| 2002 | 0.008 | -0.073 | -0.075 | -0.023 |
| 2001 | -0.051 | 0.013 | -0.144 | 0.067 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | -0.015 |
| 5 years | 0.014 |
| 10 years | 0.008 |