Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 8 |
| 1 month | 0.008 | 0 | 31 |
| 3 months | 0.025 | 0 | 10 |
| 1 year | 0.155 | 0 | 1 |
| 3 years | 0.045 | 0 | 27 |
| 5 years | 0.050 | 0 | 11 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.092 | — |
| 2022 | -0.153 | — |
| 2021 | 0.018 | — |
| 2020 | 0.158 | — |
| 2019 | 0.103 | — |
| 2018 | -0.020 | — |
| 2017 | 0.058 | — |
| 2016 | 0.057 | — |
| 2015 | -0.006 | — |
| 2014 | 0.040 | — |
| 2013 | 0.047 | — |
| 2012 | 0.161 | — |
| 2011 | 0.006 | — |
| 2010 | 0.092 | — |
| 2009 | 0.400 | — |
| 2008 | -0.156 | — |
| 2007 | -0.001 | — |
| 2006 | 0.037 | — |
| 2005 | 0.078 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | — | — | — |
| 2024 | 0.021 | 0.008 | 0.080 | -0.002 |
| 2023 | 0.007 | -0.012 | -0.016 | 0.115 |
| 2022 | -0.034 | -0.104 | -0.066 | 0.049 |
| 2021 | 0.003 | 0.011 | 0.002 | 0.002 |
| 2020 | -0.081 | 0.135 | 0.044 | 0.063 |
| 2019 | 0.035 | 0.026 | 0.028 | 0.009 |
| 2018 | -0.010 | -0.002 | 0.007 | -0.014 |
| 2017 | 0.015 | 0.017 | 0.007 | 0.017 |
| 2016 | -0.002 | 0.025 | 0.039 | -0.006 |
| 2015 | 0.029 | -0.020 | -0.021 | 0.007 |
| 2014 | 0.023 | 0.018 | -0.001 | 0.000 |
| 2013 | 0.026 | -0.018 | 0.015 | 0.024 |
| 2012 | 0.063 | 0.008 | 0.051 | 0.030 |
| 2011 | 0.038 | 0.003 | -0.050 | 0.017 |
| 2010 | 0.054 | -0.009 | 0.056 | -0.009 |
| 2009 | -0.049 | 0.202 | 0.186 | 0.033 |
| 2008 | -0.004 | -0.022 | -0.085 | -0.053 |
| 2007 | 0.010 | -0.006 | -0.002 | -0.003 |
| 2006 | 0.004 | -0.012 | 0.035 | 0.010 |
| 2005 | 0.010 | 0.025 | 0.021 | 0.021 |
| 2004 | 0.049 | 0.053 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.155 |
| 3 years | 0.045 |
| 5 years | 0.050 |
| 10 years | 0.040 |