Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 45 |
| 1 month | -0.002 | 0 | 14 |
| 3 months | -0.019 | 0 | 41 |
| 1 year | 0.126 | 0 | 14 |
| 3 years | 0.049 | 0 | 81 |
| 5 years | 0.087 | 0 | 12 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.137 | — |
| 2023 | 0.067 | — |
| 2022 | -0.077 | — |
| 2021 | 0.177 | — |
| 2020 | 0.019 | — |
| 2019 | 0.141 | — |
| 2018 | -0.068 | — |
| 2017 | 0.067 | — |
| 2016 | 0.148 | — |
| 2015 | -0.038 | — |
| 2014 | 0.099 | — |
| 2013 | 0.089 | — |
| 2012 | 0.085 | — |
| 2011 | 0.035 | — |
| 2010 | 0.099 | — |
| 2009 | 0.306 | — |
| 2008 | -0.234 | — |
| 2007 | 0.031 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.034 | -0.005 | 0.085 | 0.018 |
| 2023 | 0.018 | -0.002 | -0.032 | 0.085 |
| 2022 | 0.013 | -0.086 | -0.018 | 0.015 |
| 2021 | 0.057 | 0.055 | 0.002 | 0.053 |
| 2020 | -0.154 | 0.078 | 0.035 | 0.079 |
| 2019 | 0.082 | 0.019 | 0.027 | 0.007 |
| 2018 | -0.031 | 0.027 | 0.004 | -0.068 |
| 2017 | 0.024 | -0.006 | 0.014 | 0.033 |
| 2016 | 0.040 | 0.026 | 0.043 | 0.031 |
| 2015 | 0.011 | -0.020 | -0.031 | 0.001 |
| 2014 | 0.039 | 0.036 | 0.011 | 0.009 |
| 2013 | 0.025 | -0.022 | 0.035 | 0.049 |
| 2012 | 0.036 | -0.010 | 0.033 | 0.025 |
| 2011 | 0.050 | -0.010 | -0.036 | 0.033 |
| 2010 | 0.040 | -0.030 | 0.062 | 0.025 |
| 2009 | 0.001 | 0.163 | 0.096 | 0.024 |
| 2008 | -0.029 | 0.031 | -0.057 | -0.188 |
| 2007 | 0.015 | 0.025 | 0.001 | -0.010 |
| 2006 | -0.020 | 0.035 | 0.049 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.126 |
| 3 years | 0.049 |
| 5 years | 0.087 |
| 10 years | 0.052 |