Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 87 |
| 1 month | -0.027 | 0 | 84 |
| 3 months | -0.006 | 0 | 87 |
| 1 year | 0.079 | 0 | 71 |
| 3 years | 0.053 | 0 | 61 |
| 5 years | 0.088 | 0 | 32 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.102 | — |
| 2022 | -0.092 | — |
| 2021 | 0.125 | — |
| 2020 | 0.030 | — |
| 2019 | 0.122 | — |
| 2018 | -0.055 | — |
| 2017 | 0.079 | — |
| 2016 | 0.066 | — |
| 2015 | 0.037 | — |
| 2014 | 0.077 | — |
| 2013 | 0.130 | — |
| 2012 | 0.078 | — |
| 2011 | -0.025 | — |
| 2010 | 0.059 | — |
| 2009 | 0.123 | — |
| 2008 | -0.154 | — |
| 2007 | 0.002 | — |
| 2006 | 0.098 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.048 | 0.012 | 0.052 | 0.020 |
| 2023 | 0.041 | 0.009 | -0.025 | 0.077 |
| 2022 | -0.031 | -0.098 | -0.008 | 0.047 |
| 2021 | 0.027 | 0.042 | 0.008 | 0.044 |
| 2020 | -0.138 | 0.088 | 0.031 | 0.066 |
| 2019 | 0.071 | 0.014 | 0.006 | 0.028 |
| 2018 | -0.014 | 0.017 | -0.001 | -0.056 |
| 2017 | 0.029 | 0.001 | 0.009 | 0.039 |
| 2016 | -0.016 | 0.008 | 0.048 | 0.025 |
| 2015 | 0.055 | -0.011 | -0.038 | 0.032 |
| 2014 | 0.037 | 0.023 | 0.002 | 0.012 |
| 2013 | 0.037 | -0.005 | 0.036 | 0.057 |
| 2012 | 0.049 | -0.021 | 0.025 | 0.024 |
| 2011 | 0.020 | -0.008 | -0.060 | 0.024 |
| 2010 | 0.007 | -0.035 | 0.057 | 0.031 |
| 2009 | -0.032 | 0.083 | 0.058 | 0.013 |
| 2008 | -0.025 | 0.001 | -0.073 | -0.064 |
| 2007 | 0.003 | 0.002 | 0.000 | -0.004 |
| 2006 | 0.037 | -0.038 | 0.036 | 0.062 |
| 2005 | 0.027 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.053 |
| 5 years | 0.088 |
| 10 years | 0.046 |