Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | 36 |
| 1 month | -0.020 | 0 | 60 |
| 3 months | -0.017 | 0 | 39 |
| 1 year | 0.085 | 0 | 56 |
| 3 years | 0.011 | 0 | 69 |
| 5 years | 0.060 | 0 | 70 |
| 10 years | 0.054 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.051 | — |
| 2023 | 0.054 | — |
| 2022 | -0.169 | — |
| 2021 | 0.227 | — |
| 2020 | 0.032 | — |
| 2019 | 0.298 | — |
| 2018 | -0.091 | — |
| 2017 | 0.194 | — |
| 2016 | -0.020 | — |
| 2015 | 0.021 | — |
| 2014 | 0.125 | — |
| 2013 | 0.238 | — |
| 2012 | 0.171 | — |
| 2011 | -0.082 | — |
| 2010 | 0.024 | — |
| 2009 | 0.225 | — |
| 2008 | -0.344 | — |
| 2007 | -0.024 | — |
| 2006 | 0.190 | — |
| 2005 | 0.339 | — |
| 2004 | 0.047 | — |
| 2003 | 0.196 | — |
| 2002 | -0.240 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.085 | — | — | — |
| 2024 | 0.058 | 0.028 | 0.017 | -0.050 |
| 2023 | 0.058 | 0.020 | -0.035 | 0.012 |
| 2022 | -0.056 | -0.111 | -0.049 | 0.042 |
| 2021 | 0.050 | 0.094 | -0.021 | 0.092 |
| 2020 | -0.119 | 0.097 | 0.021 | 0.046 |
| 2019 | 0.141 | 0.064 | 0.021 | 0.048 |
| 2018 | -0.054 | 0.012 | 0.045 | -0.092 |
| 2017 | 0.073 | 0.051 | 0.029 | 0.029 |
| 2016 | -0.087 | 0.040 | 0.024 | 0.008 |
| 2015 | 0.029 | -0.025 | -0.028 | 0.046 |
| 2014 | 0.046 | 0.029 | 0.028 | 0.017 |
| 2013 | 0.150 | -0.001 | 0.049 | 0.027 |
| 2012 | 0.068 | -0.016 | 0.064 | 0.046 |
| 2011 | -0.001 | -0.020 | -0.120 | 0.066 |
| 2010 | 0.066 | -0.101 | 0.033 | 0.033 |
| 2009 | -0.095 | 0.125 | 0.170 | 0.029 |
| 2008 | -0.134 | -0.029 | -0.049 | -0.180 |
| 2007 | 0.034 | 0.039 | -0.042 | -0.052 |
| 2006 | 0.072 | -0.034 | 0.098 | 0.048 |
| 2005 | 0.052 | 0.058 | 0.106 | 0.088 |
| 2004 | 0.032 | 0.015 | -0.043 | 0.044 |
| 2003 | -0.113 | 0.185 | 0.049 | 0.085 |
| 2002 | 0.044 | -0.087 | -0.194 | -0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.001 |
| 5 years | 0.054 |
| 10 years | 0.051 |