Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 93 |
| 1 month | -0.014 | 0 | 73 |
| 3 months | 0.001 | 0 | 93 |
| 1 year | 0.061 | 0 | 70 |
| 3 years | 0.030 | 0 | 48 |
| 5 years | 0.047 | 0 | 33 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.064 | — |
| 2022 | -0.115 | — |
| 2021 | 0.048 | — |
| 2020 | 0.047 | — |
| 2019 | 0.091 | — |
| 2018 | -0.034 | — |
| 2017 | 0.030 | — |
| 2016 | 0.019 | — |
| 2015 | 0.031 | — |
| 2014 | 0.071 | — |
| 2013 | 0.105 | — |
| 2012 | 0.058 | — |
| 2011 | -0.009 | — |
| 2010 | 0.079 | — |
| 2009 | 0.142 | — |
| 2008 | -0.146 | — |
| 2007 | -0.022 | — |
| 2006 | 0.089 | — |
| 2005 | 0.079 | — |
| 2004 | 0.083 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.038 | 0.007 | 0.040 | 0.013 |
| 2023 | 0.031 | -0.001 | -0.023 | 0.058 |
| 2022 | -0.050 | -0.082 | -0.010 | 0.025 |
| 2021 | -0.001 | 0.030 | -0.003 | 0.021 |
| 2020 | -0.094 | 0.088 | 0.028 | 0.034 |
| 2019 | 0.044 | 0.017 | 0.010 | 0.017 |
| 2018 | -0.006 | 0.003 | -0.006 | -0.025 |
| 2017 | 0.017 | 0.004 | -0.009 | 0.018 |
| 2016 | -0.025 | 0.018 | 0.033 | -0.007 |
| 2015 | 0.055 | -0.022 | -0.020 | 0.020 |
| 2014 | 0.034 | 0.011 | 0.007 | 0.018 |
| 2013 | 0.040 | -0.002 | 0.021 | 0.043 |
| 2012 | 0.039 | -0.010 | 0.015 | 0.014 |
| 2011 | 0.017 | -0.001 | -0.051 | 0.028 |
| 2010 | 0.015 | -0.029 | 0.060 | 0.033 |
| 2009 | -0.022 | 0.080 | 0.058 | 0.022 |
| 2008 | -0.016 | 0.008 | -0.070 | -0.073 |
| 2007 | 0.013 | -0.009 | -0.017 | -0.009 |
| 2006 | 0.037 | -0.028 | 0.029 | 0.051 |
| 2005 | 0.011 | 0.021 | 0.031 | 0.014 |
| 2004 | 0.034 | -0.006 | 0.001 | 0.053 |
| 2003 | 0.032 | 0.061 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.030 |
| 5 years | 0.047 |
| 10 years | 0.021 |