Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.050 | 0 | — |
| 1 month | -0.003 | 0 | — |
| 3 months | -0.010 | 0 | — |
| 1 year | 0.052 | 0 | — |
| 3 years | 0.076 | 0 | — |
| 5 years | 0.116 | 0 | — |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.150 | — |
| 2022 | -0.110 | — |
| 2021 | 0.270 | — |
| 2020 | -0.056 | — |
| 2019 | 0.248 | — |
| 2018 | -0.125 | — |
| 2017 | 0.099 | — |
| 2016 | 0.002 | — |
| 2015 | 0.136 | — |
| 2014 | 0.044 | — |
| 2013 | 0.184 | — |
| 2012 | 0.143 | — |
| 2011 | -0.100 | — |
| 2010 | 0.096 | — |
| 2009 | 0.431 | — |
| 2008 | -0.500 | — |
| 2007 | 0.012 | — |
| 2006 | 0.146 | — |
| 2005 | 0.253 | — |
| 2004 | 0.098 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.053 | — | — | — |
| 2024 | 0.100 | 0.019 | 0.007 | -0.028 |
| 2023 | 0.077 | 0.017 | -0.017 | 0.067 |
| 2022 | -0.044 | -0.101 | -0.037 | 0.076 |
| 2021 | 0.102 | 0.058 | 0.022 | 0.066 |
| 2020 | -0.225 | 0.125 | 0.003 | 0.080 |
| 2019 | 0.147 | 0.024 | 0.013 | 0.048 |
| 2018 | -0.055 | 0.032 | 0.009 | -0.112 |
| 2017 | 0.050 | 0.016 | 0.016 | 0.014 |
| 2016 | -0.072 | -0.020 | 0.052 | 0.048 |
| 2015 | 0.161 | -0.021 | -0.064 | 0.068 |
| 2014 | -0.006 | 0.044 | 0.013 | -0.008 |
| 2013 | 0.043 | -0.016 | 0.090 | 0.059 |
| 2012 | 0.081 | -0.053 | 0.069 | 0.044 |
| 2011 | 0.014 | 0.003 | -0.182 | 0.082 |
| 2010 | 0.030 | -0.070 | 0.066 | 0.074 |
| 2009 | -0.104 | 0.245 | 0.212 | 0.058 |
| 2008 | -0.193 | -0.020 | -0.138 | -0.267 |
| 2007 | 0.019 | 0.067 | -0.037 | -0.034 |
| 2006 | 0.088 | -0.059 | 0.062 | 0.054 |
| 2005 | 0.049 | 0.065 | 0.075 | 0.043 |
| 2004 | 0.021 | 0.024 | -0.013 | 0.065 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.076 |
| 5 years | 0.116 |
| 10 years | 0.052 |