Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 26 |
| 1 month | -0.008 | 0 | 36 |
| 3 months | -0.033 | 0 | 30 |
| 1 year | 0.048 | 0 | 19 |
| 3 years | 0.034 | 0 | 23 |
| 5 years | 0.057 | 0 | 18 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.092 | — |
| 2022 | -0.110 | — |
| 2021 | 0.130 | — |
| 2020 | 0.032 | — |
| 2019 | 0.146 | — |
| 2018 | -0.056 | — |
| 2017 | 0.058 | — |
| 2016 | 0.031 | — |
| 2015 | 0.058 | — |
| 2014 | 0.094 | — |
| 2013 | 0.110 | — |
| 2012 | 0.119 | — |
| 2011 | -0.026 | — |
| 2010 | 0.087 | — |
| 2009 | 0.165 | — |
| 2008 | -0.176 | — |
| 2007 | -0.001 | — |
| 2006 | 0.055 | — |
| 2005 | 0.132 | — |
| 2004 | 0.058 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.036 | 0.005 | 0.028 | 0.009 |
| 2023 | 0.038 | 0.015 | -0.016 | 0.053 |
| 2022 | -0.046 | -0.064 | -0.026 | 0.023 |
| 2021 | 0.048 | 0.034 | 0.008 | 0.034 |
| 2020 | -0.125 | 0.086 | 0.020 | 0.064 |
| 2019 | 0.071 | 0.016 | 0.023 | 0.030 |
| 2018 | -0.017 | 0.023 | 0.013 | -0.073 |
| 2017 | 0.027 | 0.001 | 0.012 | 0.016 |
| 2016 | -0.031 | 0.010 | 0.023 | 0.030 |
| 2015 | 0.092 | -0.026 | -0.045 | 0.041 |
| 2014 | 0.013 | 0.029 | 0.028 | 0.021 |
| 2013 | 0.041 | -0.005 | 0.034 | 0.037 |
| 2012 | 0.059 | -0.009 | 0.042 | 0.024 |
| 2011 | -0.005 | -0.002 | -0.063 | 0.048 |
| 2010 | 0.046 | -0.020 | 0.027 | 0.032 |
| 2009 | -0.042 | 0.084 | 0.083 | 0.036 |
| 2008 | -0.083 | -0.018 | -0.015 | -0.071 |
| 2007 | 0.010 | 0.022 | -0.017 | -0.016 |
| 2006 | 0.028 | -0.025 | 0.031 | 0.020 |
| 2005 | 0.026 | 0.042 | 0.037 | 0.022 |
| 2004 | 0.035 | -0.001 | -0.003 | 0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.004 |
| 3 years | 0.016 |
| 5 years | 0.046 |
| 10 years | 0.028 |