Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 79 |
| 1 month | -0.014 | 0 | 75 |
| 3 months | -0.030 | 0 | 76 |
| 1 year | 0.100 | 0 | 60 |
| 3 years | 0.052 | 0 | 71 |
| 5 years | 0.052 | 0 | 93 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.088 | — |
| 2022 | -0.120 | — |
| 2021 | 0.093 | — |
| 2020 | 0.039 | — |
| 2019 | 0.114 | — |
| 2018 | -0.049 | — |
| 2017 | 0.029 | — |
| 2016 | 0.055 | — |
| 2015 | 0.006 | — |
| 2014 | 0.068 | — |
| 2013 | 0.079 | — |
| 2012 | 0.039 | — |
| 2011 | -0.088 | — |
| 2010 | 0.047 | — |
| 2009 | 0.209 | — |
| 2008 | -0.156 | — |
| 2007 | 0.015 | — |
| 2006 | 0.097 | — |
| 2005 | 0.112 | — |
| 2004 | 0.084 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.040 | 0.002 | 0.064 | 0.015 |
| 2023 | 0.039 | 0.003 | -0.031 | 0.077 |
| 2022 | -0.037 | -0.111 | -0.021 | 0.050 |
| 2021 | 0.025 | 0.036 | -0.007 | 0.036 |
| 2020 | -0.097 | 0.072 | 0.030 | 0.043 |
| 2019 | 0.065 | 0.015 | 0.011 | 0.019 |
| 2018 | -0.027 | 0.022 | 0.006 | -0.049 |
| 2017 | 0.012 | -0.010 | 0.007 | 0.020 |
| 2016 | 0.003 | 0.013 | 0.027 | 0.011 |
| 2015 | 0.030 | -0.011 | -0.019 | 0.007 |
| 2014 | 0.035 | 0.020 | 0.006 | 0.006 |
| 2013 | 0.019 | -0.012 | 0.028 | 0.042 |
| 2012 | 0.038 | -0.044 | 0.026 | 0.020 |
| 2011 | 0.015 | -0.035 | -0.083 | 0.015 |
| 2010 | 0.008 | -0.055 | 0.055 | 0.043 |
| 2009 | 0.001 | 0.127 | 0.063 | 0.008 |
| 2008 | -0.011 | 0.014 | -0.062 | -0.103 |
| 2007 | 0.014 | 0.011 | -0.001 | -0.010 |
| 2006 | 0.039 | -0.030 | 0.032 | 0.054 |
| 2005 | 0.013 | 0.037 | 0.039 | 0.019 |
| 2004 | 0.025 | -0.003 | 0.014 | 0.047 |
| 2003 | 0.054 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.100 |
| 3 years | 0.052 |
| 5 years | 0.052 |
| 10 years | 0.032 |