Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.074 | 0 | 77 |
| 1 month | -0.016 | 0 | 28 |
| 3 months | -0.092 | 0 | 80 |
| 1 year | -0.021 | 0 | 70 |
| 3 years | 0.005 | 0 | 47 |
| 5 years | 0.065 | 0 | 27 |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.028 | — |
| 2022 | -0.090 | — |
| 2021 | 0.129 | — |
| 2020 | 0.242 | — |
| 2019 | 0.038 | — |
| 2018 | 0.054 | — |
| 2017 | 0.134 | — |
| 2016 | 0.197 | — |
| 2015 | 0.020 | — |
| 2014 | 0.200 | — |
| 2013 | 0.012 | — |
| 2012 | 0.195 | — |
| 2011 | -0.072 | — |
| 2010 | 0.277 | — |
| 2009 | 0.358 | — |
| 2008 | -0.156 | — |
| 2007 | 0.417 | — |
| 2006 | 0.181 | — |
| 2005 | 0.357 | — |
| 2004 | 0.138 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | — | — | — |
| 2024 | 0.011 | 0.059 | 0.007 | -0.011 |
| 2023 | -0.006 | 0.004 | -0.015 | 0.046 |
| 2022 | -0.079 | -0.054 | 0.078 | -0.032 |
| 2021 | 0.000 | 0.052 | 0.059 | 0.014 |
| 2020 | -0.118 | 0.171 | 0.075 | 0.118 |
| 2019 | 0.009 | 0.042 | 0.010 | -0.023 |
| 2018 | -0.035 | 0.072 | 0.032 | -0.012 |
| 2017 | 0.091 | -0.009 | -0.016 | 0.066 |
| 2016 | 0.036 | 0.091 | 0.080 | -0.020 |
| 2015 | 0.105 | -0.066 | -0.063 | 0.055 |
| 2014 | 0.009 | 0.059 | 0.071 | 0.048 |
| 2013 | 0.086 | -0.055 | -0.012 | -0.003 |
| 2012 | 0.081 | -0.026 | 0.100 | 0.031 |
| 2011 | -0.029 | 0.029 | -0.098 | 0.030 |
| 2010 | 0.084 | -0.042 | 0.116 | 0.102 |
| 2009 | -0.010 | 0.103 | 0.222 | 0.018 |
| 2008 | -0.050 | -0.052 | -0.076 | 0.014 |
| 2007 | 0.062 | 0.110 | 0.130 | 0.063 |
| 2006 | 0.060 | -0.048 | 0.053 | 0.112 |
| 2005 | 0.053 | 0.083 | 0.124 | 0.059 |
| 2004 | 0.047 | -0.080 | 0.091 | 0.082 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | 0.005 |
| 5 years | 0.065 |
| 10 years | 0.062 |