Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.070 | 0 | — |
| 1 month | -0.019 | 0 | — |
| 3 months | -0.090 | 0 | — |
| 1 year | 0.023 | 0 | — |
| 3 years | 0.046 | 0 | — |
| 5 years | 0.071 | 0 | — |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.172 | — |
| 2023 | 0.145 | — |
| 2022 | -0.150 | — |
| 2021 | 0.183 | — |
| 2020 | 0.048 | — |
| 2019 | 0.190 | — |
| 2018 | -0.059 | — |
| 2017 | 0.058 | — |
| 2016 | 0.057 | — |
| 2015 | 0.073 | — |
| 2014 | 0.140 | — |
| 2013 | 0.114 | — |
| 2012 | 0.087 | — |
| 2011 | -0.030 | — |
| 2010 | 0.110 | — |
| 2009 | 0.186 | — |
| 2008 | -0.240 | — |
| 2007 | -0.022 | — |
| 2006 | 0.020 | — |
| 2005 | 0.127 | — |
| 2004 | 0.024 | — |
| 2003 | 0.028 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | — | — | — |
| 2024 | 0.083 | 0.028 | 0.005 | 0.048 |
| 2023 | 0.042 | 0.045 | -0.007 | 0.059 |
| 2022 | -0.050 | -0.093 | -0.010 | -0.004 |
| 2021 | 0.070 | 0.038 | 0.010 | 0.054 |
| 2020 | -0.129 | 0.107 | 0.029 | 0.057 |
| 2019 | 0.097 | 0.019 | 0.025 | 0.040 |
| 2018 | -0.027 | 0.037 | 0.029 | -0.094 |
| 2017 | 0.034 | -0.013 | 0.011 | 0.026 |
| 2016 | -0.031 | 0.017 | 0.029 | 0.042 |
| 2015 | 0.112 | -0.030 | -0.057 | 0.054 |
| 2014 | 0.017 | 0.037 | 0.041 | 0.038 |
| 2013 | 0.064 | -0.009 | 0.018 | 0.038 |
| 2012 | 0.061 | -0.011 | 0.041 | -0.005 |
| 2011 | -0.020 | -0.008 | -0.072 | 0.074 |
| 2010 | 0.052 | -0.023 | 0.016 | 0.063 |
| 2009 | -0.016 | 0.076 | 0.076 | 0.040 |
| 2008 | -0.089 | -0.017 | -0.016 | -0.137 |
| 2007 | 0.000 | 0.023 | -0.013 | -0.031 |
| 2006 | 0.014 | -0.038 | 0.027 | 0.018 |
| 2005 | 0.015 | 0.051 | 0.035 | 0.022 |
| 2004 | 0.027 | 0.004 | -0.021 | 0.015 |
| 2003 | -0.071 | 0.065 | 0.013 | 0.027 |
| 2002 | -0.107 | -0.096 | 0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.046 |
| 5 years | 0.071 |
| 10 years | 0.048 |