Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 94 |
| 1 month | 0.020 | 0 | 4 |
| 3 months | -0.001 | 0 | 87 |
| 1 year | 0.046 | 0 | 57 |
| 3 years | -0.007 | 0 | 92 |
| 5 years | -0.021 | 0 | 90 |
| 10 years | 0.000 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.026 | — |
| 2023 | 0.078 | — |
| 2022 | -0.192 | — |
| 2021 | -0.024 | — |
| 2020 | 0.064 | — |
| 2019 | 0.070 | — |
| 2018 | -0.011 | — |
| 2017 | 0.007 | — |
| 2016 | 0.036 | — |
| 2015 | 0.001 | — |
| 2014 | 0.124 | — |
| 2013 | 0.021 | — |
| 2012 | 0.124 | — |
| 2011 | 0.015 | — |
| 2010 | 0.056 | — |
| 2009 | 0.158 | — |
| 2008 | -0.067 | — |
| 2007 | -0.019 | — |
| 2006 | -0.007 | — |
| 2005 | 0.043 | — |
| 2004 | 0.063 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | -0.005 | -0.009 | 0.048 | -0.007 |
| 2023 | 0.013 | -0.008 | -0.016 | 0.089 |
| 2022 | -0.050 | -0.101 | -0.058 | 0.005 |
| 2021 | -0.017 | -0.010 | 0.002 | 0.002 |
| 2020 | 0.001 | 0.034 | 0.013 | 0.014 |
| 2019 | 0.034 | 0.034 | 0.024 | -0.022 |
| 2018 | 0.012 | -0.016 | -0.001 | -0.006 |
| 2017 | -0.010 | 0.008 | 0.006 | 0.004 |
| 2016 | 0.028 | 0.011 | 0.023 | -0.025 |
| 2015 | 0.040 | -0.057 | 0.007 | 0.014 |
| 2014 | 0.039 | 0.033 | 0.024 | 0.023 |
| 2013 | 0.008 | -0.008 | 0.010 | 0.011 |
| 2012 | 0.039 | 0.007 | 0.043 | 0.030 |
| 2011 | -0.003 | 0.007 | 0.014 | -0.002 |
| 2010 | 0.050 | 0.006 | 0.032 | -0.031 |
| 2009 | -0.030 | 0.076 | 0.086 | 0.021 |
| 2008 | -0.001 | -0.027 | -0.008 | -0.032 |
| 2007 | 0.001 | -0.017 | 0.003 | -0.005 |
| 2006 | -0.017 | -0.010 | 0.025 | -0.005 |
| 2005 | 0.009 | 0.031 | 0.005 | -0.003 |
| 2004 | 0.027 | -0.013 | 0.024 | 0.025 |
| 2003 | 0.002 | -0.001 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | -0.019 |
| 5 years | -0.028 |
| 10 years | -0.004 |