Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 52 |
| 1 month | -0.009 | 0 | 66 |
| 3 months | -0.017 | 0 | 47 |
| 1 year | 0.040 | 0 | 57 |
| 3 years | 0.074 | 0 | 40 |
| 5 years | 0.113 | 0 | 35 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.151 | — |
| 2022 | -0.110 | — |
| 2021 | 0.243 | — |
| 2020 | -0.017 | — |
| 2019 | 0.240 | — |
| 2018 | -0.110 | — |
| 2017 | 0.094 | — |
| 2016 | 0.034 | — |
| 2015 | 0.043 | — |
| 2014 | 0.012 | — |
| 2013 | 0.192 | — |
| 2012 | 0.188 | — |
| 2011 | -0.141 | — |
| 2010 | 0.088 | — |
| 2009 | 0.357 | — |
| 2008 | -0.458 | — |
| 2007 | 0.042 | — |
| 2006 | 0.194 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.050 | — | — | — |
| 2024 | 0.083 | 0.015 | 0.013 | -0.030 |
| 2023 | 0.092 | 0.018 | -0.024 | 0.061 |
| 2022 | -0.066 | -0.091 | -0.053 | 0.105 |
| 2021 | 0.086 | 0.060 | 0.012 | 0.067 |
| 2020 | -0.229 | 0.139 | 0.011 | 0.107 |
| 2019 | 0.121 | 0.021 | 0.026 | 0.056 |
| 2018 | -0.042 | 0.045 | 0.004 | -0.115 |
| 2017 | 0.056 | -0.004 | 0.034 | 0.006 |
| 2016 | -0.068 | -0.016 | 0.043 | 0.080 |
| 2015 | 0.137 | -0.034 | -0.097 | 0.052 |
| 2014 | 0.024 | 0.038 | -0.016 | -0.032 |
| 2013 | 0.029 | -0.022 | 0.119 | 0.059 |
| 2012 | 0.094 | -0.049 | 0.083 | 0.054 |
| 2011 | 0.017 | -0.014 | -0.201 | 0.072 |
| 2010 | 0.034 | -0.077 | 0.082 | 0.054 |
| 2009 | -0.098 | 0.211 | 0.187 | 0.046 |
| 2008 | -0.154 | -0.047 | -0.114 | -0.241 |
| 2007 | 0.020 | 0.085 | -0.030 | -0.029 |
| 2006 | 0.085 | -0.026 | 0.060 | 0.067 |
| 2005 | 0.037 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.065 |
| 5 years | 0.108 |
| 10 years | 0.045 |