Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 26 |
| 1 month | -0.002 | 0 | 30 |
| 3 months | -0.012 | 0 | 20 |
| 1 year | 0.142 | 0 | 17 |
| 3 years | 0.052 | 0 | 88 |
| 5 years | 0.101 | 0 | 30 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.165 | — |
| 2023 | 0.050 | — |
| 2022 | -0.051 | — |
| 2021 | 0.205 | — |
| 2020 | 0.003 | — |
| 2019 | 0.162 | — |
| 2018 | -0.106 | — |
| 2017 | 0.028 | — |
| 2016 | 0.151 | — |
| 2015 | -0.082 | — |
| 2014 | 0.084 | — |
| 2013 | 0.089 | — |
| 2012 | 0.070 | — |
| 2011 | -0.007 | — |
| 2010 | 0.124 | — |
| 2009 | 0.141 | — |
| 2008 | -0.146 | — |
| 2007 | 0.053 | — |
| 2006 | 0.045 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.054 | -0.005 | 0.089 | 0.021 |
| 2023 | 0.014 | -0.003 | -0.029 | 0.070 |
| 2022 | 0.050 | -0.116 | -0.023 | 0.047 |
| 2021 | 0.065 | 0.060 | -0.001 | 0.068 |
| 2020 | -0.180 | 0.089 | 0.040 | 0.080 |
| 2019 | 0.109 | 0.016 | 0.016 | 0.015 |
| 2018 | -0.053 | 0.043 | -0.003 | -0.092 |
| 2017 | 0.015 | -0.019 | 0.013 | 0.020 |
| 2016 | 0.039 | 0.027 | 0.042 | 0.035 |
| 2015 | 0.011 | -0.019 | -0.057 | -0.018 |
| 2014 | 0.045 | 0.042 | 0.000 | -0.005 |
| 2013 | 0.025 | -0.026 | 0.034 | 0.055 |
| 2012 | 0.027 | -0.020 | 0.034 | 0.028 |
| 2011 | 0.043 | -0.016 | -0.063 | 0.033 |
| 2010 | 0.036 | -0.040 | 0.072 | 0.054 |
| 2009 | -0.010 | 0.069 | 0.052 | 0.026 |
| 2008 | -0.018 | 0.007 | -0.081 | -0.060 |
| 2007 | 0.021 | 0.032 | 0.017 | -0.017 |
| 2006 | 0.035 | -0.020 | 0.021 | 0.009 |
| 2005 | 0.047 | 0.026 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.142 |
| 3 years | 0.052 |
| 5 years | 0.101 |
| 10 years | 0.045 |