Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.046 | 0 | 21 |
| 1 month | 0.020 | 0 | 31 |
| 3 months | 0.062 | 0 | 32 |
| 1 year | 0.058 | 0 | 38 |
| 3 years | 0.040 | 0 | 62 |
| 5 years | 0.037 | 0 | 63 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.054 | — |
| 2023 | 0.042 | — |
| 2022 | -0.082 | — |
| 2021 | 0.052 | — |
| 2020 | 0.099 | — |
| 2019 | 0.168 | — |
| 2018 | -0.104 | — |
| 2017 | 0.035 | — |
| 2016 | 0.015 | — |
| 2015 | 0.027 | — |
| 2014 | 0.080 | — |
| 2013 | 0.067 | — |
| 2012 | 0.088 | — |
| 2011 | -0.085 | — |
| 2010 | 0.051 | — |
| 2009 | 0.143 | — |
| 2008 | -0.224 | — |
| 2007 | 0.027 | — |
| 2006 | 0.052 | — |
| 2005 | 0.121 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | 0.033 | — | — |
| 2024 | 0.015 | 0.017 | 0.019 | 0.002 |
| 2023 | -0.011 | 0.002 | -0.002 | 0.053 |
| 2022 | -0.012 | -0.082 | -0.029 | 0.042 |
| 2021 | 0.046 | 0.007 | -0.011 | 0.010 |
| 2020 | -0.126 | 0.129 | 0.019 | 0.093 |
| 2019 | 0.083 | 0.017 | 0.021 | 0.039 |
| 2018 | -0.031 | -0.001 | 0.008 | -0.082 |
| 2017 | 0.023 | -0.016 | 0.006 | 0.022 |
| 2016 | -0.037 | 0.005 | 0.017 | 0.033 |
| 2015 | 0.082 | -0.041 | -0.050 | 0.042 |
| 2014 | 0.013 | 0.021 | 0.020 | 0.024 |
| 2013 | 0.021 | -0.007 | 0.020 | 0.031 |
| 2012 | 0.055 | -0.034 | 0.048 | 0.019 |
| 2011 | -0.008 | -0.022 | -0.083 | 0.030 |
| 2010 | 0.031 | -0.023 | 0.009 | 0.034 |
| 2009 | -0.033 | 0.077 | 0.073 | 0.023 |
| 2008 | -0.063 | -0.017 | -0.061 | -0.102 |
| 2007 | 0.006 | 0.025 | -0.003 | -0.001 |
| 2006 | 0.030 | -0.041 | 0.028 | 0.035 |
| 2005 | 0.018 | 0.036 | 0.038 | 0.024 |
| 2004 | 0.019 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.029 |
| 5 years | 0.031 |
| 10 years | 0.024 |