Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 57 |
| 1 month | 0.005 | 0 | 42 |
| 3 months | -0.016 | 0 | 48 |
| 1 year | 0.081 | 0 | 26 |
| 3 years | 0.045 | 0 | 40 |
| 5 years | 0.048 | 0 | 56 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.123 | — |
| 2022 | -0.168 | — |
| 2021 | 0.060 | — |
| 2020 | -0.031 | — |
| 2019 | 0.150 | — |
| 2018 | -0.071 | — |
| 2017 | 0.098 | — |
| 2016 | 0.058 | — |
| 2015 | -0.043 | — |
| 2014 | -0.002 | — |
| 2013 | 0.052 | — |
| 2012 | 0.039 | — |
| 2011 | -0.047 | — |
| 2010 | 0.044 | — |
| 2009 | 0.150 | — |
| 2008 | -0.217 | — |
| 2007 | 0.037 | — |
| 2006 | 0.068 | — |
| 2005 | 0.044 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.038 | 0.013 | 0.048 | -0.012 |
| 2023 | 0.026 | 0.021 | -0.012 | 0.086 |
| 2022 | -0.066 | -0.101 | -0.045 | 0.036 |
| 2021 | 0.003 | 0.042 | -0.006 | 0.021 |
| 2020 | -0.199 | 0.089 | 0.042 | 0.066 |
| 2019 | 0.071 | 0.029 | 0.019 | 0.024 |
| 2018 | -0.027 | 0.009 | 0.008 | -0.061 |
| 2017 | 0.033 | 0.020 | 0.024 | 0.018 |
| 2016 | 0.018 | 0.022 | 0.020 | -0.003 |
| 2015 | 0.019 | -0.021 | -0.051 | 0.011 |
| 2014 | -0.002 | 0.014 | -0.016 | 0.001 |
| 2013 | 0.015 | -0.005 | 0.022 | 0.019 |
| 2012 | 0.041 | -0.027 | 0.018 | 0.007 |
| 2011 | 0.009 | -0.002 | -0.072 | 0.021 |
| 2010 | 0.015 | -0.039 | 0.050 | 0.018 |
| 2009 | -0.035 | 0.082 | 0.084 | 0.016 |
| 2008 | -0.038 | -0.024 | -0.089 | -0.084 |
| 2007 | 0.008 | 0.014 | 0.020 | -0.005 |
| 2006 | 0.018 | -0.010 | 0.026 | 0.033 |
| 2005 | -0.009 | 0.014 | 0.027 | 0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.042 |
| 5 years | 0.048 |
| 10 years | 0.019 |