Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0 | 53 |
| 1 month | -0.013 | 0 | 89 |
| 3 months | -0.019 | 0 | 74 |
| 1 year | 0.064 | 0 | 52 |
| 3 years | 0.130 | 0 | 11 |
| 5 years | 0.140 | 0 | 18 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.216 | — |
| 2022 | -0.099 | — |
| 2021 | 0.226 | — |
| 2020 | -0.040 | — |
| 2019 | 0.280 | — |
| 2018 | -0.126 | — |
| 2017 | 0.085 | — |
| 2016 | 0.034 | — |
| 2015 | 0.057 | — |
| 2014 | 0.036 | — |
| 2013 | 0.208 | — |
| 2012 | 0.177 | — |
| 2011 | -0.146 | — |
| 2010 | -0.033 | — |
| 2009 | 0.247 | — |
| 2008 | -0.432 | — |
| 2007 | 0.084 | — |
| 2006 | 0.169 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.073 | — | — | — |
| 2024 | 0.126 | -0.021 | 0.021 | -0.021 |
| 2023 | 0.140 | 0.038 | -0.052 | 0.083 |
| 2022 | -0.091 | -0.098 | -0.038 | 0.143 |
| 2021 | 0.104 | 0.049 | -0.003 | 0.062 |
| 2020 | -0.256 | 0.174 | -0.010 | 0.111 |
| 2019 | 0.120 | 0.059 | 0.028 | 0.049 |
| 2018 | -0.040 | 0.030 | 0.001 | -0.117 |
| 2017 | 0.066 | -0.001 | 0.045 | -0.025 |
| 2016 | -0.080 | -0.024 | 0.050 | 0.097 |
| 2015 | 0.174 | -0.059 | -0.094 | 0.056 |
| 2014 | 0.018 | 0.040 | 0.000 | -0.022 |
| 2013 | -0.004 | 0.012 | 0.113 | 0.076 |
| 2012 | 0.071 | -0.060 | 0.086 | 0.075 |
| 2011 | 0.043 | 0.001 | -0.234 | 0.068 |
| 2010 | -0.013 | -0.101 | 0.070 | 0.019 |
| 2009 | -0.154 | 0.188 | 0.196 | 0.036 |
| 2008 | -0.176 | -0.053 | -0.094 | -0.196 |
| 2007 | 0.013 | 0.091 | -0.024 | 0.004 |
| 2006 | 0.075 | -0.037 | 0.068 | 0.057 |
| 2005 | 0.039 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.130 |
| 5 years | 0.140 |
| 10 years | 0.057 |