Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 36 |
| 1 month | 0.019 | 0 | 81 |
| 3 months | 0.020 | 0 | 72 |
| 1 year | 0.108 | 0 | 4 |
| 3 years | 0.113 | 0 | 68 |
| 5 years | 0.155 | 0 | 68 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.122 | — |
| 2023 | 0.155 | — |
| 2022 | 0.029 | — |
| 2021 | 0.192 | — |
| 2020 | 0.112 | — |
| 2019 | 0.034 | — |
| 2018 | -0.006 | — |
| 2017 | 0.182 | — |
| 2016 | 0.072 | — |
| 2015 | 0.006 | — |
| 2014 | 0.265 | — |
| 2013 | 0.097 | — |
| 2012 | 0.180 | — |
| 2011 | -0.169 | — |
| 2010 | 0.165 | — |
| 2009 | 0.429 | — |
| 2008 | -0.208 | — |
| 2007 | 0.240 | — |
| 2006 | 0.322 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.015 | 0.066 | 0.063 | -0.025 |
| 2023 | -0.005 | 0.066 | 0.026 | 0.061 |
| 2022 | -0.005 | -0.070 | 0.076 | 0.033 |
| 2021 | 0.067 | 0.036 | 0.076 | 0.003 |
| 2020 | -0.202 | 0.161 | 0.031 | 0.163 |
| 2019 | 0.009 | 0.019 | -0.016 | 0.023 |
| 2018 | -0.034 | 0.010 | 0.010 | 0.009 |
| 2017 | 0.090 | 0.022 | 0.013 | 0.047 |
| 2016 | -0.024 | 0.074 | 0.033 | -0.010 |
| 2015 | -0.019 | 0.007 | -0.019 | 0.038 |
| 2014 | 0.051 | 0.180 | 0.000 | 0.019 |
| 2013 | -0.016 | -0.004 | 0.012 | 0.106 |
| 2012 | 0.120 | -0.008 | 0.053 | 0.009 |
| 2011 | -0.033 | -0.044 | -0.077 | -0.026 |
| 2010 | 0.008 | 0.034 | 0.099 | 0.017 |
| 2009 | 0.012 | 0.190 | 0.132 | 0.048 |
| 2008 | -0.104 | -0.073 | 0.001 | -0.047 |
| 2007 | -0.043 | 0.089 | 0.087 | 0.094 |
| 2006 | 0.142 | -0.069 | 0.171 | 0.062 |
| 2005 | 0.034 | 0.113 | 0.035 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.108 |
| 3 years | 0.113 |
| 5 years | 0.155 |
| 10 years | 0.093 |