Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 93 |
| 1 month | -0.016 | 0 | 78 |
| 3 months | -0.065 | 0 | 96 |
| 1 year | 0.042 | 0 | 98 |
| 3 years | 0.046 | 0 | 81 |
| 5 years | 0.098 | 0 | 7 |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.144 | — |
| 2022 | -0.109 | — |
| 2021 | 0.238 | — |
| 2020 | 0.039 | — |
| 2019 | 0.138 | — |
| 2018 | -0.104 | — |
| 2017 | 0.064 | — |
| 2016 | 0.114 | — |
| 2015 | -0.035 | — |
| 2014 | 0.097 | — |
| 2013 | 0.139 | — |
| 2012 | 0.093 | — |
| 2011 | -0.068 | — |
| 2010 | 0.072 | — |
| 2009 | 0.239 | — |
| 2008 | -0.194 | — |
| 2007 | -0.097 | — |
| 2006 | 0.116 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.047 | -0.007 | 0.070 | -0.014 |
| 2023 | 0.048 | 0.032 | -0.017 | 0.076 |
| 2022 | -0.017 | -0.105 | -0.029 | 0.044 |
| 2021 | 0.088 | 0.060 | 0.010 | 0.063 |
| 2020 | -0.191 | 0.110 | 0.045 | 0.108 |
| 2019 | 0.075 | 0.021 | 0.014 | 0.022 |
| 2018 | -0.043 | 0.013 | 0.016 | -0.089 |
| 2017 | 0.018 | -0.002 | 0.012 | 0.035 |
| 2016 | 0.021 | 0.014 | 0.042 | 0.032 |
| 2015 | 0.025 | -0.032 | -0.040 | 0.013 |
| 2014 | 0.035 | 0.028 | 0.000 | 0.031 |
| 2013 | 0.062 | -0.019 | 0.059 | 0.033 |
| 2012 | 0.028 | -0.003 | 0.042 | 0.025 |
| 2011 | 0.040 | -0.036 | -0.097 | 0.030 |
| 2010 | -0.002 | -0.053 | 0.057 | 0.073 |
| 2009 | -0.035 | 0.132 | 0.092 | 0.040 |
| 2008 | -0.018 | -0.020 | -0.054 | -0.115 |
| 2007 | 0.018 | -0.012 | -0.054 | -0.050 |
| 2006 | 0.034 | -0.036 | 0.048 | 0.068 |
| 2005 | 0.023 | 0.028 | 0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.046 |
| 5 years | 0.098 |
| 10 years | 0.047 |