Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 88 |
| 1 month | 0.001 | 0 | 67 |
| 3 months | 0.010 | 0 | 86 |
| 1 year | 0.005 | 0 | 91 |
| 3 years | 0.027 | 0 | 78 |
| 5 years | -0.009 | 0 | 90 |
| 10 years | 0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.055 | — |
| 2022 | -0.167 | — |
| 2021 | 0.023 | — |
| 2020 | 0.014 | — |
| 2019 | 0.084 | — |
| 2018 | -0.048 | — |
| 2017 | 0.052 | — |
| 2016 | 0.007 | — |
| 2015 | 0.002 | — |
| 2014 | 0.082 | — |
| 2013 | 0.029 | — |
| 2012 | 0.049 | — |
| 2011 | 0.001 | — |
| 2010 | 0.004 | — |
| 2009 | 0.092 | — |
| 2008 | -0.085 | — |
| 2007 | -0.007 | — |
| 2006 | 0.038 | — |
| 2005 | 0.097 | — |
| 2004 | 0.026 | — |
| 2003 | 0.048 | — |
| 2002 | -0.026 | — |
| 2001 | -0.034 | — |
| 2000 | 0.027 | — |
| 1999 | 0.061 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | 0.000 | 0.009 | — |
| 2024 | 0.020 | 0.006 | 0.026 | -0.011 |
| 2023 | 0.023 | 0.009 | -0.020 | 0.043 |
| 2022 | -0.066 | -0.077 | -0.046 | 0.012 |
| 2021 | 0.005 | 0.023 | -0.014 | 0.010 |
| 2020 | -0.077 | 0.052 | 0.011 | 0.031 |
| 2019 | 0.043 | 0.020 | 0.008 | 0.011 |
| 2018 | -0.018 | 0.000 | -0.002 | -0.027 |
| 2017 | 0.017 | 0.005 | 0.016 | 0.014 |
| 2016 | -0.004 | 0.014 | 0.009 | -0.011 |
| 2015 | 0.019 | -0.024 | -0.007 | 0.016 |
| 2014 | 0.013 | 0.019 | 0.022 | 0.026 |
| 2013 | 0.024 | -0.015 | 0.009 | 0.010 |
| 2012 | 0.014 | 0.006 | 0.022 | 0.006 |
| 2011 | 0.002 | -0.005 | -0.009 | 0.013 |
| 2010 | 0.020 | -0.019 | 0.007 | -0.004 |
| 2009 | -0.012 | 0.035 | 0.054 | 0.012 |
| 2008 | -0.044 | -0.010 | 0.002 | -0.036 |
| 2007 | 0.002 | 0.001 | 0.002 | -0.011 |
| 2006 | 0.009 | -0.025 | 0.041 | 0.014 |
| 2005 | 0.017 | 0.030 | 0.028 | 0.018 |
| 2004 | 0.018 | -0.017 | 0.008 | 0.016 |
| 2003 | -0.026 | 0.047 | 0.004 | 0.023 |
| 2002 | 0.005 | -0.019 | -0.021 | 0.010 |
| 2001 | -0.013 | 0.011 | -0.048 | 0.017 |
| 2000 | 0.005 | -0.004 | 0.019 | 0.007 |
| 1999 | 0.017 | 0.003 | -0.018 | 0.058 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.016 |
| 5 years | -0.015 |
| 10 years | 0.000 |
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