Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | — |
| 1 month | -0.006 | 0 | — |
| 3 months | 0.011 | 0 | — |
| 1 year | 0.024 | 0 | — |
| 3 years | 0.034 | 0 | — |
| 5 years | 0.004 | 0 | — |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.037 | — |
| 2023 | 0.058 | — |
| 2022 | -0.121 | — |
| 2021 | 0.028 | — |
| 2020 | 0.033 | — |
| 2019 | 0.084 | — |
| 2018 | -0.039 | — |
| 2017 | 0.021 | — |
| 2016 | 0.016 | — |
| 2015 | 0.028 | — |
| 2014 | 0.075 | — |
| 2013 | 0.049 | — |
| 2012 | 0.101 | — |
| 2011 | -0.051 | — |
| 2010 | 0.051 | — |
| 2009 | 0.110 | — |
| 2008 | -0.067 | — |
| 2007 | 0.006 | — |
| 2006 | 0.025 | — |
| 2005 | 0.066 | — |
| 2004 | 0.036 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.009 | 0.006 | — |
| 2024 | 0.009 | 0.006 | 0.018 | 0.004 |
| 2023 | 0.016 | 0.007 | -0.014 | 0.049 |
| 2022 | -0.041 | -0.067 | -0.028 | 0.011 |
| 2021 | 0.005 | 0.007 | 0.007 | 0.008 |
| 2020 | -0.077 | 0.078 | 0.013 | 0.025 |
| 2019 | 0.034 | 0.022 | 0.026 | 0 |
| 2018 | -0.016 | 0.007 | 0 | -0.030 |
| 2017 | -0.001 | 0.021 | -0.008 | 0.009 |
| 2016 | -0.004 | -0.003 | 0.022 | 0.001 |
| 2015 | 0.060 | -0.029 | -0.018 | 0.017 |
| 2014 | 0.017 | 0.028 | 0.016 | 0.013 |
| 2013 | 0.013 | -0.017 | 0.035 | 0.018 |
| 2012 | 0.054 | -0.016 | 0.043 | 0.018 |
| 2011 | -0.008 | -0.008 | -0.047 | 0.011 |
| 2010 | 0.028 | 0.004 | 0.015 | 0.004 |
| 2009 | -0.013 | 0.044 | 0.063 | 0.014 |
| 2008 | -0.026 | -0.021 | -0.004 | -0.017 |
| 2007 | 0.008 | 0 | 0.002 | -0.004 |
| 2006 | 0.002 | -0.019 | 0.028 | 0.014 |
| 2005 | 0.011 | 0.028 | 0.017 | 0.008 |
| 2004 | 0.018 | -0.002 | 0.007 | 0.013 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.034 |
| 5 years | 0.004 |
| 10 years | 0.011 |
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