Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 27 |
| 1 month | 0.003 | 0 | 22 |
| 3 months | 0.016 | 0 | 43 |
| 1 year | 0.076 | 0 | 38 |
| 3 years | 0.020 | 0 | 68 |
| 5 years | 0.005 | 0 | 66 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.041 | — |
| 2023 | 0.053 | — |
| 2022 | -0.137 | — |
| 2021 | -0.044 | — |
| 2020 | 0.053 | — |
| 2019 | 0.097 | — |
| 2018 | -0.019 | — |
| 2017 | 0.049 | — |
| 2016 | 0.039 | — |
| 2015 | -0.002 | — |
| 2014 | 0.049 | — |
| 2013 | -0.007 | — |
| 2012 | 0.140 | — |
| 2011 | 0.002 | — |
| 2010 | 0.120 | — |
| 2009 | 0.316 | — |
| 2008 | -0.193 | — |
| 2007 | 0.096 | — |
| 2006 | 0.102 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | 0.008 | 0.004 | 0.048 | -0.019 |
| 2023 | 0.023 | 0.000 | -0.030 | 0.062 |
| 2022 | -0.067 | -0.061 | -0.047 | 0.032 |
| 2021 | -0.011 | 0.003 | -0.010 | -0.026 |
| 2020 | -0.069 | 0.072 | 0.023 | 0.031 |
| 2019 | 0.051 | 0.021 | 0.010 | 0.012 |
| 2018 | -0.006 | -0.024 | 0.012 | -0.001 |
| 2017 | 0.019 | 0.008 | 0.015 | 0.006 |
| 2016 | 0.025 | 0.015 | 0.020 | -0.021 |
| 2015 | 0.015 | -0.009 | -0.019 | 0.012 |
| 2014 | 0.015 | 0.028 | 0.003 | 0.003 |
| 2013 | 0.011 | -0.035 | 0.001 | 0.016 |
| 2012 | 0.059 | 0.012 | 0.042 | 0.021 |
| 2011 | 0.003 | 0.018 | -0.054 | 0.036 |
| 2010 | 0.054 | -0.012 | 0.065 | 0.010 |
| 2009 | 0.077 | 0.133 | 0.059 | 0.019 |
| 2008 | -0.021 | 0.011 | -0.066 | -0.127 |
| 2007 | 0.048 | 0.010 | 0.021 | 0.015 |
| 2006 | 0.021 | -0.008 | 0.025 | 0.062 |
| 2005 | 0.002 | 0.002 | 0.013 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.009 |
| 5 years | -0.001 |
| 10 years | 0.008 |