Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 51 |
| 1 month | -0.012 | 0 | 19 |
| 3 months | -0.034 | 0 | 33 |
| 1 year | 0.066 | 0 | 75 |
| 3 years | 0.044 | 0 | 78 |
| 5 years | 0.044 | 0 | 83 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.069 | — |
| 2022 | -0.109 | — |
| 2021 | 0.064 | — |
| 2020 | 0.047 | — |
| 2019 | 0.103 | — |
| 2018 | -0.044 | — |
| 2017 | 0.040 | — |
| 2016 | 0.029 | — |
| 2015 | 0.030 | — |
| 2014 | 0.077 | — |
| 2013 | 0.135 | — |
| 2012 | 0.064 | — |
| 2011 | -0.022 | — |
| 2010 | 0.076 | — |
| 2009 | 0.148 | — |
| 2008 | -0.166 | — |
| 2007 | -0.030 | — |
| 2006 | 0.098 | — |
| 2005 | 0.078 | — |
| 2004 | 0.078 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.046 | 0.007 | 0.041 | 0.016 |
| 2023 | 0.033 | 0.001 | -0.021 | 0.057 |
| 2022 | -0.046 | -0.085 | -0.010 | 0.033 |
| 2021 | 0.009 | 0.034 | -0.005 | 0.025 |
| 2020 | -0.113 | 0.097 | 0.032 | 0.043 |
| 2019 | 0.052 | 0.017 | 0.008 | 0.023 |
| 2018 | -0.009 | 0.006 | 0.001 | -0.041 |
| 2017 | 0.020 | 0.005 | -0.005 | 0.019 |
| 2016 | -0.027 | 0.018 | 0.038 | 0.001 |
| 2015 | 0.057 | -0.021 | -0.026 | 0.022 |
| 2014 | 0.037 | 0.014 | 0.006 | 0.019 |
| 2013 | 0.049 | 0.004 | 0.024 | 0.052 |
| 2012 | 0.047 | -0.016 | 0.017 | 0.015 |
| 2011 | 0.016 | -0.004 | -0.062 | 0.030 |
| 2010 | 0.013 | -0.038 | 0.062 | 0.039 |
| 2009 | -0.027 | 0.088 | 0.062 | 0.022 |
| 2008 | -0.022 | 0.008 | -0.076 | -0.085 |
| 2007 | 0.013 | -0.007 | -0.022 | -0.015 |
| 2006 | 0.041 | -0.032 | 0.028 | 0.059 |
| 2005 | 0.010 | 0.021 | 0.031 | 0.014 |
| 2004 | 0.033 | -0.003 | -0.008 | 0.055 |
| 2003 | 0.033 | 0.065 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.044 |
| 5 years | 0.044 |
| 10 years | 0.027 |