Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.118 | 0 | 3 |
| 1 month | 0.006 | 0 | 77 |
| 3 months | 0.059 | 0 | 45 |
| 1 year | 0.067 | 0 | 41 |
| 3 years | 0.074 | 0 | 16 |
| 5 years | 0.089 | 0 | 6 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.039 | — |
| 2023 | 0.035 | — |
| 2022 | 0.011 | — |
| 2021 | 0.133 | — |
| 2020 | 0.053 | — |
| 2019 | 0.102 | — |
| 2018 | -0.062 | — |
| 2017 | 0.115 | — |
| 2016 | 0.081 | — |
| 2015 | 0.004 | — |
| 2014 | 0.013 | — |
| 2013 | 0.215 | — |
| 2012 | 0.076 | — |
| 2011 | 0.036 | — |
| 2010 | 0.080 | — |
| 2009 | 0.145 | — |
| 2008 | 0.074 | — |
| 2007 | 0.059 | — |
| 2006 | -0.058 | — |
| 2005 | 0.260 | — |
| 2004 | -0.024 | — |
| 2003 | 0.522 | — |
| 2002 | -0.120 | — |
| 2001 | -0.038 | — |
| 2000 | 0.266 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | 0.072 | — | — |
| 2024 | 0.032 | 0.013 | 0.038 | -0.043 |
| 2023 | 0.027 | -0.021 | 0.005 | 0.023 |
| 2022 | 0.013 | -0.026 | -0.034 | 0.061 |
| 2021 | 0.087 | 0.064 | -0.001 | -0.020 |
| 2020 | -0.120 | 0.086 | -0.013 | 0.116 |
| 2019 | 0.023 | 0.021 | 0.007 | 0.048 |
| 2018 | -0.032 | 0.045 | -0.009 | -0.065 |
| 2017 | 0.027 | 0.023 | 0.043 | 0.018 |
| 2016 | -0.024 | -0.011 | 0.072 | 0.046 |
| 2015 | 0.034 | -0.001 | -0.034 | 0.007 |
| 2014 | 0.021 | -0.013 | 0.003 | 0.003 |
| 2013 | 0.116 | 0.015 | 0.036 | 0.036 |
| 2012 | 0.043 | -0.012 | 0.022 | 0.022 |
| 2011 | 0.006 | 0.003 | -0.007 | 0.033 |
| 2010 | 0.073 | -0.072 | 0.020 | 0.063 |
| 2009 | -0.083 | 0.073 | 0.151 | 0.012 |
| 2008 | 0.010 | -0.012 | 0.032 | 0.043 |
| 2007 | 0.020 | 0.018 | 0.016 | 0.004 |
| 2006 | 0.061 | -0.043 | -0.056 | -0.018 |
| 2005 | 0.028 | -0.006 | 0.194 | 0.032 |
| 2004 | -0.007 | -0.060 | 0.013 | 0.032 |
| 2003 | 0.000 | 0.230 | 0.212 | 0.021 |
| 2002 | 0.044 | -0.059 | -0.100 | -0.005 |
| 2001 | -0.043 | 0.002 | -0.075 | 0.084 |
| 2000 | 0.253 | -0.033 | 0.031 | 0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.055 |
| 5 years | 0.078 |
| 10 years | 0.053 |