Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.075 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | 0.040 | 0 | — |
| 1 year | 0.068 | 0 | — |
| 3 years | 0.061 | 0 | — |
| 5 years | 0.060 | 0 | — |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.055 | — |
| 2023 | 0.108 | — |
| 2022 | -0.148 | — |
| 2021 | 0.154 | — |
| 2020 | -0.058 | — |
| 2019 | 0.172 | — |
| 2018 | -0.104 | — |
| 2017 | 0.053 | — |
| 2016 | -0.005 | — |
| 2015 | 0.109 | — |
| 2014 | 0.082 | — |
| 2013 | 0.133 | — |
| 2012 | 0.150 | — |
| 2011 | -0.092 | — |
| 2010 | 0.069 | — |
| 2009 | 0.224 | — |
| 2008 | -0.309 | — |
| 2007 | -0.012 | — |
| 2006 | 0.181 | — |
| 2005 | 0.221 | — |
| 2004 | 0.097 | — |
| 2003 | 0.156 | — |
| 2002 | -0.382 | — |
| 2001 | -0.196 | — |
| 2000 | 0.025 | — |
| 1999 | 0.266 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.033 | 0.038 | — | — |
| 2024 | 0.047 | -0.002 | 0.032 | -0.021 |
| 2023 | 0.060 | 0.004 | -0.023 | 0.065 |
| 2022 | -0.049 | -0.090 | -0.075 | 0.065 |
| 2021 | 0.067 | 0.037 | 0.007 | 0.035 |
| 2020 | -0.221 | 0.105 | 0.017 | 0.076 |
| 2019 | 0.087 | 0.008 | 0.023 | 0.046 |
| 2018 | -0.021 | 0.017 | -0.003 | -0.097 |
| 2017 | 0.020 | 0.009 | 0.009 | 0.014 |
| 2016 | -0.035 | -0.021 | 0.030 | 0.023 |
| 2015 | 0.145 | -0.033 | -0.030 | 0.032 |
| 2014 | — | — | — | — |
| 2013 | 0.032 | 0.002 | 0.058 | 0.037 |
| 2012 | 0.068 | -0.024 | 0.057 | 0.044 |
| 2011 | 0 | 0.006 | -0.124 | 0.030 |
| 2010 | 0.035 | -0.053 | 0.056 | 0.033 |
| 2009 | -0.080 | 0.127 | 0.150 | 0.027 |
| 2008 | -0.122 | -0.034 | -0.071 | -0.122 |
| 2007 | 0.030 | 0.015 | -0.029 | -0.028 |
| 2006 | 0.085 | -0.047 | 0.077 | 0.060 |
| 2005 | 0.039 | 0.054 | 0.071 | 0.041 |
| 2004 | 0.026 | 0.028 | -0.010 | 0.050 |
| 2003 | -0.099 | 0.143 | 0.020 | 0.100 |
| 2002 | -0.004 | -0.210 | -0.202 | -0.016 |
| 2001 | -0.137 | 0.023 | -0.230 | 0.182 |
| 2000 | 0.067 | -0.024 | 0.032 | -0.047 |
| 1999 | 0.062 | 0.041 | -0.047 | 0.201 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.061 |
| 5 years | 0.060 |
| 10 years | 0.021 |