Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 66 |
| 1 month | 0.002 | 0 | 91 |
| 3 months | 0.009 | 0 | 76 |
| 1 year | 0.054 | 0 | 66 |
| 3 years | 0.030 | 0 | 52 |
| 5 years | 0.038 | 0 | 18 |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.073 | — |
| 2022 | -0.136 | — |
| 2021 | 0.031 | — |
| 2020 | 0.036 | — |
| 2019 | 0.153 | — |
| 2018 | -0.081 | — |
| 2017 | 0.085 | — |
| 2016 | 0.071 | — |
| 2015 | 0.057 | — |
| 2014 | 0.050 | — |
| 2013 | 0.133 | — |
| 2012 | 0.128 | — |
| 2011 | -0.112 | — |
| 2010 | 0.070 | — |
| 2009 | 0.245 | — |
| 2008 | -0.182 | — |
| 2007 | 0.024 | — |
| 2006 | 0.087 | — |
| 2005 | 0.074 | — |
| 2004 | 0.015 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | 0.025 | 0.005 | 0.008 | 0.007 |
| 2023 | 0.021 | 0.015 | -0.005 | 0.041 |
| 2022 | -0.074 | -0.104 | 0.000 | 0.042 |
| 2021 | 0.026 | 0.018 | -0.015 | 0.002 |
| 2020 | -0.169 | 0.119 | 0.027 | 0.085 |
| 2019 | 0.076 | 0.021 | 0.007 | 0.043 |
| 2018 | -0.007 | -0.003 | 0.003 | -0.075 |
| 2017 | 0.027 | 0.020 | 0.029 | 0.006 |
| 2016 | -0.026 | 0.000 | 0.041 | 0.057 |
| 2015 | 0.085 | -0.023 | -0.051 | 0.051 |
| 2014 | 0.018 | 0.013 | -0.010 | 0.028 |
| 2013 | 0.022 | 0.012 | 0.058 | 0.036 |
| 2012 | 0.081 | -0.029 | 0.049 | 0.024 |
| 2011 | 0.018 | -0.016 | -0.113 | 0.000 |
| 2010 | 0.027 | -0.050 | 0.047 | 0.048 |
| 2009 | 0.029 | 0.064 | 0.096 | 0.037 |
| 2008 | -0.069 | -0.010 | -0.077 | -0.038 |
| 2007 | 0.009 | 0.047 | -0.012 | -0.019 |
| 2006 | 0.044 | -0.027 | 0.027 | 0.042 |
| 2005 | -0.008 | 0.016 | 0.044 | 0.020 |
| 2004 | 0.026 | -0.020 | -0.009 | 0.018 |
| 2003 | 0.023 | 0.009 | 0.011 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.030 |
| 5 years | 0.038 |
| 10 years | 0.026 |