Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 83 |
| 1 month | -0.024 | 0 | 84 |
| 3 months | -0.070 | 0 | 84 |
| 1 year | -0.005 | 0 | 94 |
| 3 years | 0.021 | 0 | 55 |
| 5 years | 0.032 | 0 | 69 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | 0.126 | — |
| 2022 | -0.174 | — |
| 2021 | 0.118 | — |
| 2020 | -0.019 | — |
| 2019 | 0.171 | — |
| 2018 | -0.071 | — |
| 2017 | 0.098 | — |
| 2016 | 0.052 | — |
| 2015 | 0.028 | — |
| 2014 | 0.152 | — |
| 2013 | 0.154 | — |
| 2012 | 0.115 | — |
| 2011 | -0.010 | — |
| 2010 | 0.076 | — |
| 2009 | 0.165 | — |
| 2008 | -0.193 | — |
| 2007 | -0.011 | — |
| 2006 | 0.039 | — |
| 2005 | 0.160 | — |
| 2004 | 0.046 | — |
| 2003 | 0.053 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.066 | 0.005 | 0.010 | 0.010 |
| 2023 | 0.028 | 0.045 | -0.031 | 0.082 |
| 2022 | -0.060 | -0.094 | -0.035 | 0.005 |
| 2021 | 0.020 | 0.038 | 0.013 | 0.042 |
| 2020 | -0.107 | 0.026 | 0.018 | 0.052 |
| 2019 | 0.071 | 0.034 | 0.020 | 0.037 |
| 2018 | -0.031 | 0.018 | 0.024 | -0.081 |
| 2017 | 0.021 | 0.016 | 0.021 | 0.037 |
| 2016 | -0.012 | 0.017 | 0.023 | 0.023 |
| 2015 | 0.085 | -0.042 | -0.041 | 0.031 |
| 2014 | 0.012 | 0.052 | 0.043 | 0.038 |
| 2013 | 0.059 | 0.006 | 0.030 | 0.051 |
| 2012 | 0.058 | -0.021 | 0.061 | 0.014 |
| 2011 | -0.003 | -0.010 | -0.044 | 0.048 |
| 2010 | 0.053 | -0.034 | 0.013 | 0.045 |
| 2009 | -0.022 | 0.070 | 0.081 | 0.031 |
| 2008 | -0.076 | -0.023 | -0.037 | -0.071 |
| 2007 | 0.009 | 0.019 | -0.008 | -0.030 |
| 2006 | 0.004 | -0.037 | 0.049 | 0.023 |
| 2005 | 0.037 | 0.063 | 0.035 | 0.017 |
| 2004 | 0.032 | -0.002 | -0.003 | 0.018 |
| 2003 | -0.029 | 0.055 | 0.012 | 0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | 0.021 |
| 5 years | 0.032 |
| 10 years | 0.025 |