Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 3 |
| 1 month | 0.017 | 0 | 1 |
| 3 months | 0.025 | 0 | 1 |
| 1 year | 0.068 | 0 | 8 |
| 3 years | 0.025 | 0 | 31 |
| 5 years | 0.027 | 0 | 37 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.047 | — |
| 2023 | 0.073 | — |
| 2022 | -0.100 | — |
| 2021 | 0.033 | — |
| 2020 | -0.007 | — |
| 2019 | 0.125 | — |
| 2018 | -0.042 | — |
| 2017 | 0.055 | — |
| 2016 | 0.052 | — |
| 2015 | 0.029 | — |
| 2014 | 0.055 | — |
| 2013 | 0.069 | — |
| 2012 | 0.126 | — |
| 2011 | 0.055 | — |
| 2010 | 0.105 | — |
| 2009 | 0.142 | — |
| 2008 | -0.014 | — |
| 2007 | 0.015 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.015 | 0.015 | 0.037 | -0.020 |
| 2023 | 0.004 | -0.022 | 0.022 | 0.069 |
| 2022 | -0.020 | -0.065 | -0.071 | 0.058 |
| 2021 | 0.001 | 0.025 | -0.003 | 0.009 |
| 2020 | -0.104 | 0.069 | -0.007 | 0.046 |
| 2019 | 0.044 | 0.024 | 0.018 | 0.033 |
| 2018 | -0.031 | 0.018 | 0.000 | -0.029 |
| 2017 | 0.026 | 0.012 | -0.002 | 0.018 |
| 2016 | 0.000 | 0.007 | 0.048 | -0.003 |
| 2015 | 0.029 | -0.008 | -0.010 | 0.018 |
| 2014 | 0.015 | 0.021 | -0.003 | 0.020 |
| 2013 | 0.041 | -0.021 | 0.031 | 0.017 |
| 2012 | 0.039 | 0.009 | 0.048 | 0.026 |
| 2011 | 0.012 | 0.027 | -0.013 | 0.028 |
| 2010 | 0.043 | -0.002 | 0.062 | 0.001 |
| 2009 | -0.006 | 0.052 | 0.082 | 0.010 |
| 2008 | -0.020 | -0.009 | 0.005 | 0.010 |
| 2007 | 0.004 | -0.005 | 0.008 | 0.008 |
| 2006 | -0.006 | 0.024 | 0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.025 |
| 5 years | 0.027 |
| 10 years | 0.025 |