Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.070 | 0 | 25 |
| 1 month | 0.012 | 0 | 37 |
| 3 months | 0.045 | 0 | 27 |
| 1 year | 0.121 | 0 | 15 |
| 3 years | 0.035 | 0 | 31 |
| 5 years | 0.018 | 0 | 77 |
| 10 years | 0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.075 | — |
| 2023 | 0.063 | — |
| 2022 | -0.183 | — |
| 2021 | -0.005 | — |
| 2020 | 0.034 | — |
| 2019 | 0.056 | — |
| 2018 | -0.052 | — |
| 2017 | 0.035 | — |
| 2016 | 0.007 | — |
| 2015 | 0.077 | — |
| 2014 | 0.015 | — |
| 2013 | 0.070 | — |
| 2012 | 0.118 | — |
| 2011 | -0.061 | — |
| 2010 | 0.035 | — |
| 2009 | 0.143 | — |
| 2008 | -0.138 | — |
| 2007 | 0.021 | — |
| 2006 | 0.083 | — |
| 2005 | 0.073 | — |
| 2004 | 0.054 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.057 | — | — | — |
| 2024 | 0.029 | -0.001 | 0.027 | 0.018 |
| 2023 | 0.032 | 0.007 | -0.014 | 0.037 |
| 2022 | -0.084 | -0.134 | -0.005 | 0.035 |
| 2021 | -0.015 | 0.032 | -0.022 | 0.002 |
| 2020 | -0.083 | 0.052 | 0.022 | 0.050 |
| 2019 | 0.030 | 0.013 | 0.010 | 0.003 |
| 2018 | -0.019 | 0.003 | 0.002 | -0.039 |
| 2017 | 0.010 | 0.014 | 0.009 | 0.001 |
| 2016 | -0.021 | -0.002 | 0.029 | 0.001 |
| 2015 | 0.072 | -0.013 | -0.018 | 0.038 |
| 2014 | 0.027 | 0.003 | -0.034 | 0.021 |
| 2013 | 0.006 | 0.013 | 0.028 | 0.022 |
| 2012 | 0.059 | 0.000 | 0.031 | 0.024 |
| 2011 | 0.017 | 0.006 | -0.090 | 0.010 |
| 2010 | 0.013 | -0.030 | 0.035 | 0.018 |
| 2009 | 0.008 | 0.037 | 0.073 | 0.019 |
| 2008 | -0.075 | -0.025 | -0.021 | -0.024 |
| 2007 | 0.022 | 0.036 | -0.031 | -0.005 |
| 2006 | 0.039 | -0.005 | 0.012 | 0.035 |
| 2005 | 0.005 | 0.011 | 0.037 | 0.018 |
| 2004 | 0.026 | -0.002 | 0.006 | 0.022 |
| 2003 | 0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.088 |
| 3 years | 0.025 |
| 5 years | 0.012 |
| 10 years | 0.004 |