Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | 70 |
| 1 month | 0.006 | 0 | 47 |
| 3 months | 0.026 | 0 | 76 |
| 1 year | 0.068 | 0 | 65 |
| 3 years | 0.003 | 0 | 71 |
| 5 years | -0.024 | 0 | 65 |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.001 | — |
| 2023 | 0.031 | — |
| 2022 | -0.131 | — |
| 2021 | -0.032 | — |
| 2020 | 0.078 | — |
| 2019 | 0.068 | — |
| 2018 | 0.001 | — |
| 2017 | 0.020 | — |
| 2016 | 0.005 | — |
| 2015 | 0.003 | — |
| 2014 | 0.055 | — |
| 2013 | -0.039 | — |
| 2012 | 0.021 | — |
| 2011 | 0.082 | — |
| 2010 | 0.052 | — |
| 2009 | -0.045 | — |
| 2008 | 0.120 | — |
| 2007 | 0.060 | — |
| 2006 | 0.017 | — |
| 2005 | 0.021 | — |
| 2004 | 0.024 | — |
| 2003 | 0.011 | — |
| 2002 | 0.110 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | -0.011 | 0.001 | 0.044 | -0.033 |
| 2023 | 0.027 | -0.015 | -0.033 | 0.054 |
| 2022 | -0.055 | -0.038 | -0.048 | 0.005 |
| 2021 | -0.049 | 0.019 | -0.002 | 0.002 |
| 2020 | 0.086 | 0.001 | 0.001 | -0.009 |
| 2019 | 0.022 | 0.032 | 0.025 | -0.011 |
| 2018 | -0.014 | -0.001 | -0.008 | 0.025 |
| 2017 | 0.005 | 0.013 | 0.003 | -0.001 |
| 2016 | 0.031 | 0.024 | -0.005 | -0.044 |
| 2015 | 0.018 | -0.021 | 0.018 | -0.011 |
| 2014 | 0.015 | 0.015 | 0.003 | 0.021 |
| 2013 | -0.003 | -0.027 | 0.000 | -0.010 |
| 2012 | -0.013 | 0.030 | 0.007 | -0.003 |
| 2011 | -0.003 | 0.017 | 0.063 | 0.004 |
| 2010 | 0.010 | 0.045 | 0.027 | -0.030 |
| 2009 | -0.016 | -0.034 | 0.019 | -0.014 |
| 2008 | 0.037 | -0.025 | 0.019 | 0.087 |
| 2007 | 0.011 | -0.014 | 0.031 | 0.032 |
| 2006 | -0.016 | -0.005 | 0.035 | 0.003 |
| 2005 | -0.003 | 0.035 | -0.014 | 0.004 |
| 2004 | 0.026 | -0.033 | 0.033 | -0.001 |
| 2003 | 0.006 | 0.029 | -0.014 | -0.010 |
| 2002 | -0.007 | 0.043 | 0.070 | 0.002 |
| 2001 | 0.051 | -0.015 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | -0.014 |
| 5 years | -0.034 |
| 10 years | 0.000 |