Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.050 | 0 | — |
| 1 month | 0.025 | 0 | — |
| 3 months | -0.009 | 0 | — |
| 1 year | 0.122 | 0 | — |
| 3 years | 0.087 | 0 | — |
| 5 years | 0.125 | 0 | — |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.085 | — |
| 2022 | -0.023 | — |
| 2021 | 0.153 | — |
| 2020 | -0.062 | — |
| 2019 | 0.242 | — |
| 2018 | -0.109 | — |
| 2017 | 0.111 | — |
| 2016 | 0.141 | — |
| 2015 | 0.027 | — |
| 2014 | 0.041 | — |
| 2013 | 0.206 | — |
| 2012 | 0.147 | — |
| 2011 | 0.009 | — |
| 2010 | 0.131 | — |
| 2009 | 0.209 | — |
| 2008 | -0.232 | — |
| 2007 | 0.020 | — |
| 2006 | 0.186 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | — | — | — |
| 2024 | 0.055 | 0.028 | 0.026 | 0.021 |
| 2023 | 0.029 | -0.022 | 0.026 | 0.051 |
| 2022 | -0.006 | -0.075 | -0.044 | 0.112 |
| 2021 | 0.047 | 0.025 | 0.007 | 0.066 |
| 2020 | -0.281 | 0.121 | 0.011 | 0.151 |
| 2019 | 0.112 | 0.040 | 0.019 | 0.054 |
| 2018 | -0.040 | 0.070 | -0.013 | -0.123 |
| 2017 | 0.028 | 0.031 | 0.023 | 0.025 |
| 2016 | -0.011 | 0.044 | 0.074 | 0.029 |
| 2015 | 0.058 | -0.010 | -0.028 | 0.009 |
| 2014 | -0.001 | 0.026 | 0.014 | 0.001 |
| 2013 | 0.103 | 0.011 | 0.031 | 0.049 |
| 2012 | 0.052 | 0.005 | 0.041 | 0.043 |
| 2011 | 0.006 | 0.034 | -0.110 | 0.090 |
| 2010 | 0.048 | -0.079 | 0.108 | 0.058 |
| 2009 | -0.107 | 0.098 | 0.166 | 0.057 |
| 2008 | -0.109 | -0.037 | -0.040 | -0.067 |
| 2007 | 0.028 | 0.032 | -0.026 | -0.013 |
| 2006 | 0.074 | -0.026 | 0.056 | 0.073 |
| 2005 | 0.045 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.122 |
| 3 years | 0.087 |
| 5 years | 0.125 |
| 10 years | 0.063 |