Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.072 | 0 | — |
| 1 month | -0.012 | 0 | — |
| 3 months | -0.088 | 0 | — |
| 1 year | 0.081 | 0 | — |
| 3 years | 0.065 | 0 | — |
| 5 years | 0.112 | 0 | — |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.198 | — |
| 2023 | 0.174 | — |
| 2022 | -0.200 | — |
| 2021 | 0.278 | — |
| 2020 | 0.094 | — |
| 2019 | 0.250 | — |
| 2018 | -0.114 | — |
| 2017 | 0.187 | — |
| 2016 | 0.088 | — |
| 2015 | -0.023 | — |
| 2014 | 0.133 | — |
| 2013 | 0.333 | — |
| 2012 | 0.135 | — |
| 2011 | 0.019 | — |
| 2010 | 0.116 | — |
| 2009 | 0.166 | — |
| 2008 | -0.386 | — |
| 2007 | 0.066 | — |
| 2006 | 0.085 | — |
| 2005 | 0.086 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.061 | — | — | — |
| 2024 | 0.098 | 0.017 | 0.044 | 0.028 |
| 2023 | 0.052 | 0.068 | -0.048 | 0.097 |
| 2022 | -0.057 | -0.159 | -0.054 | 0.065 |
| 2021 | 0.092 | 0.066 | -0.008 | 0.106 |
| 2020 | -0.236 | 0.197 | 0.055 | 0.133 |
| 2019 | 0.136 | 0.030 | 0 | 0.068 |
| 2018 | -0.011 | 0.016 | 0.060 | -0.168 |
| 2017 | 0.059 | 0.017 | 0.038 | 0.062 |
| 2016 | 0.013 | 0.016 | 0.029 | 0.027 |
| 2015 | 0.002 | -0.012 | -0.064 | 0.054 |
| 2014 | 0.023 | 0.050 | 0.007 | 0.048 |
| 2013 | 0.121 | 0.024 | 0.057 | 0.100 |
| 2012 | 0.144 | -0.040 | 0.050 | -0.016 |
| 2011 | 0.088 | 0.005 | -0.160 | 0.110 |
| 2010 | 0.067 | -0.139 | 0.106 | 0.099 |
| 2009 | -0.108 | 0.103 | 0.119 | 0.058 |
| 2008 | -0.112 | 0.027 | -0.118 | -0.237 |
| 2007 | 0.006 | 0.057 | 0.028 | -0.026 |
| 2006 | 0.027 | -0.035 | 0.027 | 0.066 |
| 2005 | 0.005 | 0.016 | 0.032 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.065 |
| 5 years | 0.112 |
| 10 years | 0.074 |