Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 59 |
| 1 month | -0.023 | 0 | 81 |
| 3 months | -0.048 | 0 | 54 |
| 1 year | 0.026 | 0 | 60 |
| 3 years | 0.019 | 0 | 61 |
| 5 years | 0.036 | 0 | 60 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.079 | — |
| 2022 | -0.134 | — |
| 2021 | 0.105 | — |
| 2020 | 0.030 | — |
| 2019 | 0.141 | — |
| 2018 | -0.085 | — |
| 2017 | 0.057 | — |
| 2016 | 0.019 | — |
| 2015 | 0.027 | — |
| 2014 | 0.050 | — |
| 2013 | 0.071 | — |
| 2012 | 0.115 | — |
| 2011 | -0.056 | — |
| 2010 | 0.068 | — |
| 2009 | 0.142 | — |
| 2008 | -0.216 | — |
| 2007 | 0.014 | — |
| 2006 | 0.066 | — |
| 2005 | 0.148 | — |
| 2004 | 0.072 | — |
| 2003 | 0.083 | — |
| 2002 | -0.104 | — |
| 2001 | -0.061 | — |
| 2000 | -0.047 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.036 | 0.010 | 0.023 | 0.015 |
| 2023 | 0.024 | 0.011 | -0.016 | 0.059 |
| 2022 | -0.055 | -0.068 | -0.027 | 0.011 |
| 2021 | 0.025 | 0.032 | 0.005 | 0.040 |
| 2020 | -0.118 | 0.093 | 0.024 | 0.043 |
| 2019 | 0.074 | 0.015 | 0.015 | 0.032 |
| 2018 | -0.029 | 0.013 | 0.006 | -0.075 |
| 2017 | 0.025 | 0.010 | 0.004 | 0.017 |
| 2016 | -0.026 | -0.004 | 0.035 | 0.015 |
| 2015 | 0.069 | -0.019 | -0.062 | 0.043 |
| 2014 | 0.011 | 0.022 | 0.001 | 0.016 |
| 2013 | 0.022 | -0.014 | 0.034 | 0.027 |
| 2012 | 0.068 | -0.031 | 0.053 | 0.022 |
| 2011 | -0.005 | 0.000 | -0.074 | 0.025 |
| 2010 | 0.025 | -0.014 | 0.021 | 0.035 |
| 2009 | -0.025 | 0.065 | 0.082 | 0.016 |
| 2008 | -0.067 | -0.015 | -0.047 | -0.104 |
| 2007 | 0.010 | 0.030 | -0.015 | -0.011 |
| 2006 | 0.033 | -0.043 | 0.040 | 0.037 |
| 2005 | 0.023 | 0.043 | 0.044 | 0.031 |
| 2004 | 0.033 | 0.001 | 0.002 | 0.034 |
| 2003 | -0.039 | 0.066 | 0.022 | 0.035 |
| 2002 | 0.007 | -0.077 | -0.043 | 0.007 |
| 2001 | -0.050 | 0.019 | -0.097 | 0.075 |
| 2000 | 0.053 | -0.062 | 0.008 | -0.043 |
| 1999 | -0.016 | 0.140 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.005 |
| 3 years | 0.012 |
| 5 years | 0.031 |
| 10 years | 0.017 |