Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 8 |
| 1 month | -0.029 | 0 | 35 |
| 3 months | -0.031 | 0 | 11 |
| 1 year | 0.070 | 0 | 28 |
| 3 years | 0.072 | 0 | 29 |
| 5 years | 0.113 | 0 | 59 |
| 10 years | 0.079 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.072 | — |
| 2022 | -0.069 | — |
| 2021 | 0.246 | — |
| 2020 | 0.029 | — |
| 2019 | 0.288 | — |
| 2018 | -0.108 | — |
| 2017 | 0.168 | — |
| 2016 | 0.136 | — |
| 2015 | -0.011 | — |
| 2014 | 0.092 | — |
| 2013 | 0.343 | — |
| 2012 | 0.153 | — |
| 2011 | -0.009 | — |
| 2010 | 0.108 | — |
| 2009 | 0.199 | — |
| 2008 | -0.329 | — |
| 2007 | 0.072 | — |
| 2006 | 0.203 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | — | — | — |
| 2024 | 0.088 | -0.022 | 0.086 | -0.038 |
| 2023 | -0.017 | 0.034 | -0.035 | 0.092 |
| 2022 | -0.039 | -0.102 | -0.048 | 0.133 |
| 2021 | 0.084 | 0.055 | 0.005 | 0.083 |
| 2020 | -0.241 | 0.142 | 0.057 | 0.124 |
| 2019 | 0.125 | 0.049 | 0.023 | 0.068 |
| 2018 | -0.032 | -0.009 | 0.055 | -0.119 |
| 2017 | 0.047 | 0.037 | 0.026 | 0.049 |
| 2016 | 0.022 | 0.043 | 0.022 | 0.044 |
| 2015 | 0.006 | 0.004 | -0.073 | 0.056 |
| 2014 | 0.009 | 0.032 | -0.007 | 0.057 |
| 2013 | 0.121 | 0.035 | 0.050 | 0.101 |
| 2012 | 0.123 | -0.043 | 0.066 | 0.006 |
| 2011 | 0.058 | -0.006 | -0.155 | 0.115 |
| 2010 | 0.044 | -0.114 | 0.097 | 0.092 |
| 2009 | -0.125 | 0.163 | 0.126 | 0.047 |
| 2008 | -0.096 | -0.016 | -0.068 | -0.190 |
| 2007 | 0.020 | 0.056 | 0.012 | -0.017 |
| 2006 | 0.050 | 0.008 | 0.057 | 0.076 |
| 2005 | 0.016 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.072 |
| 5 years | 0.113 |
| 10 years | 0.079 |