Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 67 |
| 1 month | 0.020 | 0 | 23 |
| 3 months | 0.061 | 0 | 22 |
| 1 year | 0.030 | 0 | 78 |
| 3 years | 0.039 | 0 | 62 |
| 5 years | 0.044 | 0 | 41 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.088 | — |
| 2022 | -0.161 | — |
| 2021 | 0.118 | — |
| 2020 | 0.103 | — |
| 2019 | 0.148 | — |
| 2018 | -0.048 | — |
| 2017 | 0.062 | — |
| 2016 | 0.029 | — |
| 2015 | 0.040 | — |
| 2014 | 0.082 | — |
| 2013 | 0.117 | — |
| 2012 | 0.082 | — |
| 2011 | -0.047 | — |
| 2010 | 0.041 | — |
| 2009 | 0.157 | — |
| 2008 | -0.223 | — |
| 2007 | 0.069 | — |
| 2006 | 0.075 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | 0.027 | — | — |
| 2024 | 0.049 | 0.029 | 0.018 | 0.012 |
| 2023 | 0.038 | 0.015 | -0.016 | 0.050 |
| 2022 | -0.054 | -0.092 | -0.026 | 0.004 |
| 2021 | 0.039 | 0.029 | 0.006 | 0.039 |
| 2020 | -0.102 | 0.117 | 0.032 | 0.066 |
| 2019 | 0.080 | 0.012 | 0.025 | 0.025 |
| 2018 | -0.026 | 0.009 | 0.028 | -0.058 |
| 2017 | 0.034 | 0.002 | 0.012 | 0.013 |
| 2016 | -0.023 | 0.017 | 0.023 | 0.012 |
| 2015 | 0.099 | -0.040 | -0.062 | 0.050 |
| 2014 | 0.014 | 0.025 | 0.022 | 0.019 |
| 2013 | 0.070 | -0.012 | 0.018 | 0.037 |
| 2012 | 0.044 | -0.008 | 0.032 | 0.012 |
| 2011 | -0.002 | -0.006 | -0.068 | 0.032 |
| 2010 | 0.020 | 0.003 | -0.007 | 0.025 |
| 2009 | -0.046 | 0.090 | 0.079 | 0.030 |
| 2008 | -0.082 | -0.009 | -0.033 | -0.117 |
| 2007 | 0.039 | 0.038 | 0.000 | -0.010 |
| 2006 | 0.053 | -0.028 | 0.022 | 0.028 |
| 2005 | 0.040 | 0.062 | 0.016 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.029 |
| 5 years | 0.038 |
| 10 years | 0.036 |