Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 16 |
| 1 month | 0.007 | 0 | 5 |
| 3 months | -0.059 | 0 | 24 |
| 1 year | 0.019 | 0 | 24 |
| 3 years | 0.051 | 0 | 20 |
| 5 years | 0.071 | 0 | 20 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.138 | — |
| 2022 | -0.161 | — |
| 2021 | 0.212 | — |
| 2020 | 0.069 | — |
| 2019 | 0.182 | — |
| 2018 | -0.059 | — |
| 2017 | 0.029 | — |
| 2016 | 0.063 | — |
| 2015 | 0.109 | — |
| 2014 | 0.115 | — |
| 2013 | 0.201 | — |
| 2012 | 0.069 | — |
| 2011 | -0.066 | — |
| 2010 | 0.218 | — |
| 2009 | 0.226 | — |
| 2008 | -0.061 | — |
| 2007 | 0.059 | — |
| 2006 | 0.183 | — |
| 2005 | 0.272 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.056 | 0.004 | 0.054 | -0.037 |
| 2023 | 0.065 | 0.029 | -0.063 | 0.107 |
| 2022 | -0.104 | -0.111 | -0.012 | 0.067 |
| 2021 | 0.045 | 0.036 | 0.019 | 0.099 |
| 2020 | -0.105 | 0.072 | 0.072 | 0.040 |
| 2019 | 0.066 | 0.053 | 0.010 | 0.043 |
| 2018 | -0.006 | 0.025 | 0.029 | -0.102 |
| 2017 | 0.029 | 0.026 | 0.005 | -0.031 |
| 2016 | -0.042 | 0.014 | 0.077 | 0.016 |
| 2015 | 0.131 | -0.045 | -0.043 | 0.073 |
| 2014 | 0.031 | 0.033 | 0.001 | 0.046 |
| 2013 | 0.074 | 0.000 | 0.072 | 0.043 |
| 2012 | 0.053 | -0.045 | 0.048 | 0.014 |
| 2011 | -0.008 | -0.002 | -0.131 | 0.085 |
| 2010 | 0.039 | -0.008 | 0.081 | 0.093 |
| 2009 | -0.016 | 0.123 | 0.117 | -0.006 |
| 2008 | -0.014 | -0.013 | -0.024 | -0.013 |
| 2007 | 0.048 | 0.023 | 0.004 | -0.015 |
| 2006 | 0.091 | -0.024 | 0.041 | 0.067 |
| 2005 | 0.042 | 0.065 | 0.077 | 0.064 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.051 |
| 5 years | 0.071 |
| 10 years | 0.046 |