Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 33 |
| 1 month | 0.000 | 0 | 32 |
| 3 months | 0.009 | 0 | 46 |
| 1 year | 0.022 | 0 | 37 |
| 3 years | 0.030 | 0 | 51 |
| 5 years | -0.001 | 0 | 36 |
| 10 years | 0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.027 | — |
| 2023 | 0.053 | — |
| 2022 | -0.098 | — |
| 2021 | -0.012 | — |
| 2020 | 0.003 | — |
| 2019 | 0.041 | — |
| 2018 | -0.018 | — |
| 2017 | 0.011 | — |
| 2016 | 0.021 | — |
| 2015 | 0.010 | — |
| 2014 | 0.056 | — |
| 2013 | 0.023 | — |
| 2012 | 0.082 | — |
| 2011 | 0.008 | — |
| 2010 | 0.012 | — |
| 2009 | 0.064 | — |
| 2008 | 0.060 | — |
| 2007 | 0.017 | — |
| 2006 | 0.010 | — |
| 2005 | 0.023 | — |
| 2004 | 0.039 | — |
| 2003 | 0.053 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | 0.014 | 0.006 | — |
| 2024 | -0.002 | -0.003 | 0.032 | 0.000 |
| 2023 | 0.012 | -0.001 | -0.008 | 0.051 |
| 2022 | -0.030 | -0.035 | -0.033 | -0.003 |
| 2021 | -0.010 | 0.005 | -0.002 | -0.005 |
| 2020 | -0.062 | 0.034 | 0.011 | 0.023 |
| 2019 | 0.015 | 0.012 | 0.016 | -0.003 |
| 2018 | -0.001 | -0.012 | -0.004 | -0.001 |
| 2017 | -0.002 | 0.005 | 0.006 | 0.001 |
| 2016 | 0.011 | 0.009 | 0.010 | -0.008 |
| 2015 | 0.017 | -0.022 | 0.009 | 0.007 |
| 2014 | 0.020 | 0.016 | 0.013 | 0.006 |
| 2013 | 0.000 | -0.002 | 0.013 | 0.012 |
| 2012 | 0.029 | -0.001 | 0.030 | 0.021 |
| 2011 | -0.008 | 0.004 | 0.012 | 0.001 |
| 2010 | 0.018 | -0.002 | 0.016 | -0.019 |
| 2009 | 0.011 | 0.013 | 0.033 | 0.006 |
| 2008 | 0.015 | -0.016 | 0.024 | 0.036 |
| 2007 | 0.008 | -0.001 | 0.004 | 0.006 |
| 2006 | -0.005 | -0.002 | 0.013 | 0.004 |
| 2005 | 0.003 | 0.015 | 0.005 | 0.000 |
| 2004 | 0.017 | -0.002 | 0.007 | 0.016 |
| 2003 | 0.013 | 0.013 | 0.014 | 0.012 |
| 2002 | 0.013 | 0.018 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | 0.013 |
| 5 years | -0.011 |
| 10 years | -0.001 |
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