Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 14 |
| 1 month | 0.008 | 0 | 22 |
| 3 months | -0.012 | 0 | 13 |
| 1 year | 0.035 | 0 | 70 |
| 3 years | 0.064 | 0 | 82 |
| 5 years | 0.074 | 0 | 53 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.098 | — |
| 2022 | -0.014 | — |
| 2021 | 0.064 | — |
| 2020 | 0.070 | — |
| 2019 | 0.102 | — |
| 2018 | -0.049 | — |
| 2017 | 0.098 | — |
| 2016 | 0.039 | — |
| 2015 | 0.061 | — |
| 2014 | 0.066 | — |
| 2013 | 0.180 | — |
| 2012 | 0.153 | — |
| 2011 | -0.085 | — |
| 2010 | 0.170 | — |
| 2009 | 0.343 | — |
| 2008 | -0.214 | — |
| 2007 | -0.046 | — |
| 2006 | 0.158 | — |
| 2005 | 0.233 | — |
| 2004 | 0.154 | — |
| 2003 | 0.241 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.047 | 0.028 | 0.011 | -0.003 |
| 2023 | 0.031 | 0.007 | 0.015 | 0.041 |
| 2022 | -0.014 | -0.031 | -0.010 | 0.043 |
| 2021 | 0.021 | 0.019 | 0.011 | 0.011 |
| 2020 | -0.110 | 0.108 | 0.047 | 0.038 |
| 2019 | 0.050 | 0.003 | 0.007 | 0.039 |
| 2018 | -0.019 | 0.021 | 0.012 | -0.062 |
| 2017 | 0.041 | 0.018 | 0.032 | 0.004 |
| 2016 | -0.030 | -0.003 | 0.014 | 0.058 |
| 2015 | 0.050 | 0.002 | -0.021 | 0.031 |
| 2014 | 0.024 | 0.033 | -0.016 | 0.024 |
| 2013 | 0.054 | 0.010 | 0.058 | 0.047 |
| 2012 | 0.078 | -0.016 | 0.052 | 0.032 |
| 2011 | 0.007 | -0.026 | -0.115 | 0.054 |
| 2010 | 0.037 | -0.041 | 0.083 | 0.086 |
| 2009 | -0.007 | 0.188 | 0.083 | 0.051 |
| 2008 | -0.048 | -0.009 | -0.100 | -0.075 |
| 2007 | -0.005 | 0.044 | -0.033 | -0.049 |
| 2006 | 0.096 | -0.035 | 0.020 | 0.073 |
| 2005 | 0.056 | 0.018 | 0.121 | 0.022 |
| 2004 | 0.087 | -0.011 | 0.029 | 0.043 |
| 2003 | -0.032 | 0.125 | 0.024 | 0.114 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.064 |
| 5 years | 0.074 |
| 10 years | 0.050 |