Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.062 | 0 | 41 |
| 1 month | -0.010 | 0 | 92 |
| 3 months | 0.029 | 0 | 31 |
| 1 year | 0.090 | 0 | 66 |
| 3 years | 0.058 | 0 | 72 |
| 5 years | 0.120 | 0 | 30 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.018 | — |
| 2023 | 0.147 | — |
| 2022 | -0.077 | — |
| 2021 | 0.178 | — |
| 2020 | -0.074 | — |
| 2019 | 0.149 | — |
| 2018 | -0.123 | — |
| 2017 | 0.206 | — |
| 2016 | 0.108 | — |
| 2015 | -0.074 | — |
| 2014 | 0.060 | — |
| 2013 | 0.172 | — |
| 2012 | 0.175 | — |
| 2011 | -0.038 | — |
| 2010 | 0.065 | — |
| 2009 | 0.286 | — |
| 2008 | -0.417 | — |
| 2007 | -0.016 | — |
| 2006 | 0.272 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.073 | — | — | — |
| 2024 | 0.026 | -0.044 | 0.120 | -0.074 |
| 2023 | 0.092 | 0.015 | -0.026 | 0.062 |
| 2022 | 0.011 | -0.097 | -0.145 | 0.183 |
| 2021 | 0.130 | 0.037 | -0.001 | 0.006 |
| 2020 | -0.323 | 0.085 | 0.016 | 0.240 |
| 2019 | 0.075 | 0.011 | -0.024 | 0.083 |
| 2018 | -0.007 | -0.001 | 0.000 | -0.116 |
| 2017 | 0.028 | 0.029 | 0.069 | 0.067 |
| 2016 | -0.001 | -0.026 | 0.052 | 0.082 |
| 2015 | 0.016 | -0.017 | -0.100 | 0.030 |
| 2014 | 0.016 | 0.039 | -0.026 | 0.031 |
| 2013 | 0.028 | 0.002 | 0.057 | 0.075 |
| 2012 | 0.124 | -0.069 | 0.102 | 0.018 |
| 2011 | 0.065 | 0.007 | -0.159 | 0.067 |
| 2010 | -0.035 | -0.079 | 0.138 | 0.052 |
| 2009 | -0.124 | 0.214 | 0.156 | 0.046 |
| 2008 | -0.104 | -0.058 | -0.164 | -0.174 |
| 2007 | 0.010 | 0.039 | -0.029 | -0.034 |
| 2006 | 0.076 | 0.005 | 0.061 | 0.109 |
| 2005 | 0.017 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.090 |
| 3 years | 0.058 |
| 5 years | 0.120 |
| 10 years | 0.042 |