Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.086 | 0 | 39 |
| 1 month | 0.014 | 0 | 39 |
| 3 months | 0.107 | 0 | 17 |
| 1 year | 0.121 | 0 | 30 |
| 3 years | 0.098 | 0 | 35 |
| 5 years | 0.090 | 0 | 23 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.135 | — |
| 2022 | -0.172 | — |
| 2021 | 0.161 | — |
| 2020 | 0.112 | — |
| 2019 | 0.250 | — |
| 2018 | -0.120 | — |
| 2017 | 0.198 | — |
| 2016 | 0.050 | — |
| 2015 | -0.007 | — |
| 2014 | 0.038 | — |
| 2013 | 0.195 | — |
| 2012 | 0.140 | — |
| 2011 | -0.081 | — |
| 2010 | 0.126 | — |
| 2009 | 0.346 | — |
| 2008 | -0.429 | — |
| 2007 | 0.096 | — |
| 2006 | 0.153 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | 0.087 | — | — |
| 2024 | 0.055 | 0.018 | 0.055 | -0.016 |
| 2023 | 0.054 | 0.031 | -0.039 | 0.087 |
| 2022 | -0.048 | -0.143 | -0.073 | 0.095 |
| 2021 | 0.052 | 0.064 | -0.015 | 0.054 |
| 2020 | -0.219 | 0.163 | 0.072 | 0.141 |
| 2019 | 0.119 | 0.030 | -0.002 | 0.086 |
| 2018 | -0.014 | -0.003 | 0.029 | -0.130 |
| 2017 | 0.056 | 0.039 | 0.043 | 0.047 |
| 2016 | -0.020 | 0.000 | 0.043 | 0.028 |
| 2015 | 0.031 | 0.002 | -0.080 | 0.045 |
| 2014 | 0.004 | 0.032 | -0.017 | 0.020 |
| 2013 | 0.066 | -0.001 | 0.055 | 0.063 |
| 2012 | 0.111 | -0.055 | 0.057 | 0.027 |
| 2011 | 0.039 | 0.002 | -0.165 | 0.056 |
| 2010 | 0.030 | -0.111 | 0.134 | 0.086 |
| 2009 | -0.089 | 0.211 | 0.172 | 0.041 |
| 2008 | -0.092 | -0.023 | -0.174 | -0.222 |
| 2007 | 0.025 | 0.060 | 0.028 | -0.018 |
| 2006 | 0.066 | -0.024 | 0.030 | 0.076 |
| 2005 | 0.007 | 0.069 | 0.030 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.121 |
| 3 years | 0.098 |
| 5 years | 0.090 |
| 10 years | 0.068 |