Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.066 | 0 | 17 |
| 1 month | 0.018 | 0 | 60 |
| 3 months | 0.050 | 0 | 76 |
| 1 year | 0.045 | 0 | 89 |
| 3 years | 0.048 | 0 | 68 |
| 5 years | 0.059 | 0 | 22 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.031 | — |
| 2023 | 0.081 | — |
| 2022 | -0.070 | — |
| 2021 | 0.084 | — |
| 2020 | -0.007 | — |
| 2019 | 0.128 | — |
| 2018 | -0.066 | — |
| 2017 | 0.051 | — |
| 2016 | 0.079 | — |
| 2015 | 0.002 | — |
| 2014 | 0.040 | — |
| 2013 | 0.143 | — |
| 2012 | 0.121 | — |
| 2011 | 0.012 | — |
| 2010 | 0.083 | — |
| 2009 | 0.131 | — |
| 2008 | -0.089 | — |
| 2007 | 0.012 | — |
| 2006 | 0.087 | — |
| 2005 | 0.140 | — |
| 2004 | 0.116 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | 0.037 | — | — |
| 2024 | -0.001 | 0.022 | 0.027 | -0.016 |
| 2023 | 0.035 | -0.036 | 0.014 | 0.070 |
| 2022 | -0.013 | -0.062 | -0.073 | 0.083 |
| 2021 | 0.029 | 0.033 | 0.006 | 0.013 |
| 2020 | -0.157 | 0.088 | -0.027 | 0.113 |
| 2019 | 0.054 | 0.005 | 0.027 | 0.037 |
| 2018 | -0.039 | 0.054 | -0.020 | -0.059 |
| 2017 | 0.017 | 0.018 | -0.004 | 0.019 |
| 2016 | 0.002 | 0.007 | 0.052 | 0.017 |
| 2015 | 0.027 | -0.009 | -0.033 | 0.018 |
| 2014 | 0.007 | 0.018 | 0.001 | 0.014 |
| 2013 | 0.062 | -0.001 | 0.044 | 0.033 |
| 2012 | 0.037 | -0.002 | 0.049 | 0.032 |
| 2011 | 0.012 | 0.020 | -0.055 | 0.038 |
| 2010 | 0.039 | -0.042 | 0.065 | 0.021 |
| 2009 | -0.077 | 0.080 | 0.106 | 0.026 |
| 2008 | -0.044 | -0.023 | -0.021 | -0.002 |
| 2007 | 0.005 | 0.007 | 0.007 | -0.008 |
| 2006 | 0.035 | -0.014 | 0.033 | 0.031 |
| 2005 | 0.025 | 0.035 | 0.041 | 0.032 |
| 2004 | 0.018 | 0.005 | 0.032 | 0.057 |
| 2003 | 0.108 | 0.031 | 0.045 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.030 |
| 5 years | 0.048 |
| 10 years | 0.028 |