Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 34 |
| 1 month | -0.021 | 0 | 31 |
| 3 months | -0.041 | 0 | 63 |
| 1 year | -0.013 | 0 | 89 |
| 3 years | 0.005 | 0 | 50 |
| 5 years | 0.029 | 0 | 54 |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | -0.015 | — |
| 2022 | 0.041 | — |
| 2021 | 0.088 | — |
| 2020 | -0.089 | — |
| 2019 | 0.052 | — |
| 2018 | 0.039 | — |
| 2017 | -0.034 | — |
| 2016 | 0.121 | — |
| 2015 | -0.075 | — |
| 2014 | 0.001 | — |
| 2013 | -0.072 | — |
| 2012 | 0.049 | — |
| 2011 | 0.030 | — |
| 2010 | -0.046 | — |
| 2009 | 0.169 | — |
| 2008 | -0.021 | — |
| 2007 | 0.123 | — |
| 2006 | -0.044 | — |
| 2005 | 0.093 | — |
| 2004 | 0.036 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.013 | 0.030 | -0.022 | 0.025 |
| 2023 | -0.053 | 0.026 | 0.032 | -0.017 |
| 2022 | 0.035 | -0.028 | -0.003 | 0.037 |
| 2021 | 0.079 | -0.027 | 0.007 | 0.029 |
| 2020 | -0.104 | 0.020 | -0.006 | 0.003 |
| 2019 | 0.053 | 0.017 | -0.003 | -0.015 |
| 2018 | 0.070 | 0.034 | -0.007 | -0.054 |
| 2017 | -0.004 | -0.028 | 0.019 | -0.021 |
| 2016 | 0.030 | 0.039 | 0.063 | -0.015 |
| 2015 | 0.031 | -0.014 | -0.062 | -0.029 |
| 2014 | 0.029 | 0.013 | 0.037 | -0.075 |
| 2013 | -0.042 | 0.008 | -0.036 | -0.003 |
| 2012 | 0.022 | 0.007 | -0.006 | 0.026 |
| 2011 | 0.001 | 0.041 | 0.001 | -0.013 |
| 2010 | -0.016 | -0.010 | -0.030 | 0.009 |
| 2009 | 0.122 | -0.010 | 0.022 | 0.030 |
| 2008 | -0.005 | 0.026 | 0.003 | -0.044 |
| 2007 | 0.057 | 0.018 | 0.039 | 0.005 |
| 2006 | 0.013 | -0.012 | -0.026 | -0.019 |
| 2005 | 0.022 | 0.073 | -0.001 | -0.002 |
| 2004 | 0.022 | -0.007 | 0.008 | 0.013 |
| 2003 | -0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | 0.002 |
| 5 years | 0.027 |
| 10 years | 0.004 |