Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 42 |
| 1 month | -0.024 | 0 | 47 |
| 3 months | -0.047 | 0 | 32 |
| 1 year | 0.028 | 0 | 47 |
| 3 years | 0.007 | 0 | 75 |
| 5 years | 0.046 | 0 | 52 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.049 | — |
| 2022 | -0.153 | — |
| 2021 | 0.155 | — |
| 2020 | 0.029 | — |
| 2019 | 0.178 | — |
| 2018 | -0.094 | — |
| 2017 | 0.133 | — |
| 2016 | 0.022 | — |
| 2015 | -0.009 | — |
| 2014 | 0.117 | — |
| 2013 | 0.179 | — |
| 2012 | 0.105 | — |
| 2011 | -0.055 | — |
| 2010 | 0.028 | — |
| 2009 | 0.168 | — |
| 2008 | -0.329 | — |
| 2007 | -0.027 | — |
| 2006 | 0.094 | — |
| 2005 | 0.209 | — |
| 2004 | 0.043 | — |
| 2003 | 0.123 | — |
| 2002 | -0.228 | — |
| 2001 | -0.113 | — |
| 2000 | -0.035 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.069 | 0.016 | 0.014 | -0.009 |
| 2023 | 0.033 | 0.013 | -0.025 | 0.028 |
| 2022 | -0.050 | -0.096 | -0.044 | 0.032 |
| 2021 | 0.069 | 0.049 | -0.007 | 0.038 |
| 2020 | -0.151 | 0.107 | 0.028 | 0.066 |
| 2019 | 0.105 | 0.018 | 0.014 | 0.033 |
| 2018 | -0.033 | 0.017 | 0.020 | -0.097 |
| 2017 | 0.043 | 0.013 | 0.037 | 0.034 |
| 2016 | -0.051 | 0.018 | 0.027 | 0.030 |
| 2015 | 0.012 | -0.025 | -0.040 | 0.046 |
| 2014 | 0.019 | 0.036 | 0.027 | 0.030 |
| 2013 | 0.097 | 0.005 | 0.029 | 0.039 |
| 2012 | 0.059 | -0.010 | 0.047 | 0.007 |
| 2011 | 0.015 | -0.036 | -0.098 | 0.072 |
| 2010 | 0.050 | -0.083 | 0.031 | 0.035 |
| 2009 | -0.066 | 0.101 | 0.108 | 0.025 |
| 2008 | -0.143 | -0.001 | -0.042 | -0.182 |
| 2007 | 0.011 | 0.042 | -0.026 | -0.050 |
| 2006 | 0.033 | -0.047 | 0.068 | 0.040 |
| 2005 | 0.030 | 0.059 | 0.055 | 0.050 |
| 2004 | 0.028 | -0.003 | -0.011 | 0.029 |
| 2003 | -0.080 | 0.142 | 0.013 | 0.056 |
| 2002 | 0.013 | -0.114 | -0.147 | 0.008 |
| 2001 | -0.067 | 0.032 | -0.155 | 0.090 |
| 2000 | 0.010 | -0.002 | -0.004 | -0.039 |
| 1999 | -0.027 | 0.104 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | -0.003 |
| 5 years | 0.040 |
| 10 years | 0.030 |