Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | — |
| 1 month | -0.007 | 0 | — |
| 3 months | -0.017 | 0 | — |
| 1 year | 0.112 | 0 | — |
| 3 years | 0.083 | 0 | — |
| 5 years | 0.070 | 0 | — |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | 0.111 | — |
| 2022 | -0.116 | — |
| 2021 | 0.101 | — |
| 2020 | 0.116 | — |
| 2019 | 0.159 | — |
| 2018 | 0.006 | — |
| 2017 | 0.108 | — |
| 2016 | 0.042 | — |
| 2015 | 0.111 | — |
| 2014 | 0.132 | — |
| 2013 | 0.212 | — |
| 2012 | 0.125 | — |
| 2011 | 0.030 | — |
| 2010 | 0.111 | — |
| 2009 | 0.186 | — |
| 2008 | -0.164 | — |
| 2007 | 0.023 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | — | — | — |
| 2024 | 0.048 | 0.001 | 0.059 | 0.008 |
| 2023 | 0.042 | 0.009 | -0.021 | 0.079 |
| 2022 | -0.076 | -0.092 | -0.002 | 0.056 |
| 2021 | 0.002 | 0.039 | 0.015 | 0.042 |
| 2020 | -0.074 | 0.102 | 0.048 | 0.045 |
| 2019 | 0.077 | 0.030 | 0.015 | 0.030 |
| 2018 | 0.011 | 0.022 | 0.010 | -0.035 |
| 2017 | 0.038 | 0.025 | -0.001 | 0.043 |
| 2016 | -0.007 | 0.020 | 0.038 | -0.009 |
| 2015 | 0.075 | -0.010 | -0.003 | 0.048 |
| 2014 | 0.046 | 0.023 | 0.010 | 0.047 |
| 2013 | 0.058 | 0.016 | 0.046 | 0.078 |
| 2012 | 0.054 | -0.009 | 0.038 | 0.038 |
| 2011 | 0.029 | 0.011 | -0.054 | 0.047 |
| 2010 | 0.012 | -0.029 | 0.082 | 0.045 |
| 2009 | -0.029 | 0.104 | 0.081 | 0.024 |
| 2008 | -0.023 | -0.001 | -0.066 | -0.083 |
| 2007 | 0.011 | 0.017 | -0.002 | -0.003 |
| 2006 | 0.093 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.112 |
| 3 years | 0.083 |
| 5 years | 0.070 |
| 10 years | 0.069 |