Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 79 |
| 1 month | -0.022 | 0 | 67 |
| 3 months | -0.051 | 0 | 76 |
| 1 year | 0.069 | 0 | 67 |
| 3 years | 0.049 | 0 | 62 |
| 5 years | 0.047 | 0 | 71 |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.127 | — |
| 2023 | 0.087 | — |
| 2022 | -0.129 | — |
| 2021 | 0.084 | — |
| 2020 | 0.070 | — |
| 2019 | 0.103 | — |
| 2018 | -0.064 | — |
| 2017 | 0.051 | — |
| 2016 | 0.012 | — |
| 2015 | 0.042 | — |
| 2014 | 0.062 | — |
| 2013 | 0.136 | — |
| 2012 | 0.053 | — |
| 2011 | -0.055 | — |
| 2010 | 0.085 | — |
| 2009 | 0.241 | — |
| 2008 | -0.261 | — |
| 2007 | -0.012 | — |
| 2006 | 0.087 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.052 | 0.006 | 0.048 | 0.016 |
| 2023 | 0.040 | 0.006 | -0.032 | 0.072 |
| 2022 | -0.058 | -0.100 | -0.008 | 0.036 |
| 2021 | 0.006 | 0.040 | -0.002 | 0.038 |
| 2020 | -0.105 | 0.109 | 0.032 | 0.044 |
| 2019 | 0.066 | 0.012 | 0.004 | 0.018 |
| 2018 | -0.007 | 0.008 | -0.002 | -0.062 |
| 2017 | 0.024 | 0.000 | 0.000 | 0.028 |
| 2016 | -0.036 | 0.006 | 0.037 | 0.006 |
| 2015 | 0.080 | -0.018 | -0.048 | 0.032 |
| 2014 | 0.028 | 0.011 | 0.010 | 0.012 |
| 2013 | 0.037 | -0.004 | 0.033 | 0.065 |
| 2012 | 0.040 | -0.045 | 0.028 | 0.030 |
| 2011 | 0.010 | -0.011 | -0.069 | 0.015 |
| 2010 | 0.019 | -0.039 | 0.069 | 0.037 |
| 2009 | -0.017 | 0.131 | 0.086 | 0.028 |
| 2008 | -0.034 | -0.006 | -0.116 | -0.130 |
| 2007 | 0.013 | 0.004 | -0.012 | -0.018 |
| 2006 | 0.035 | -0.038 | 0.027 | 0.063 |
| 2005 | 0.031 | 0.033 | 0.011 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.049 |
| 5 years | 0.047 |
| 10 years | 0.026 |