Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | 81 |
| 1 month | 0.016 | 0 | 91 |
| 3 months | 0.022 | 0 | 86 |
| 1 year | 0.099 | 0 | 56 |
| 3 years | 0.086 | 0 | 55 |
| 5 years | 0.093 | 0 | 50 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.089 | — |
| 2022 | 0.037 | — |
| 2021 | 0.090 | — |
| 2020 | 0.137 | — |
| 2019 | 0.097 | — |
| 2018 | 0.051 | — |
| 2017 | 0.072 | — |
| 2016 | 0.134 | — |
| 2015 | 0.070 | — |
| 2014 | 0.134 | — |
| 2013 | 0.084 | — |
| 2012 | 0.132 | — |
| 2011 | -0.020 | — |
| 2010 | 0.052 | — |
| 2009 | 0.073 | — |
| 2008 | 0.046 | — |
| 2007 | 0.173 | — |
| 2006 | 0.093 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.027 | 0.038 | 0.037 | 0.005 |
| 2023 | 0.004 | 0.037 | 0.020 | 0.027 |
| 2022 | 0.009 | -0.029 | 0.037 | 0.020 |
| 2021 | 0.012 | 0.031 | 0.035 | 0.009 |
| 2020 | -0.012 | 0.066 | 0.010 | 0.068 |
| 2019 | 0.024 | 0.033 | 0.021 | 0.016 |
| 2018 | -0.003 | -0.001 | 0.017 | 0.038 |
| 2017 | 0.021 | 0.019 | 0.017 | 0.013 |
| 2016 | 0.011 | 0.038 | 0.048 | 0.031 |
| 2015 | 0.019 | 0.006 | 0.014 | 0.028 |
| 2014 | 0.028 | 0.063 | 0.009 | 0.028 |
| 2013 | 0.008 | 0.017 | 0.006 | 0.051 |
| 2012 | 0.056 | 0.016 | 0.035 | 0.019 |
| 2011 | -0.009 | 0.007 | -0.014 | -0.004 |
| 2010 | 0.009 | 0.013 | 0.020 | 0.010 |
| 2009 | -0.028 | 0.057 | 0.022 | 0.022 |
| 2008 | -0.026 | -0.027 | -0.003 | 0.108 |
| 2007 | -0.012 | 0.043 | 0.066 | 0.068 |
| 2006 | 0.041 | -0.027 | 0.061 | 0.017 |
| 2005 | 0.023 | 0.042 | 0.023 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.086 |
| 5 years | 0.093 |
| 10 years | 0.088 |