Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.089 | 0 | — |
| 1 month | -0.006 | 0 | — |
| 3 months | 0.020 | 0 | — |
| 1 year | 0.073 | 0 | — |
| 3 years | 0.086 | 0 | — |
| 5 years | 0.053 | 0 | — |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.113 | — |
| 2022 | -0.094 | — |
| 2021 | 0.093 | — |
| 2020 | 0.020 | — |
| 2019 | 0.132 | — |
| 2018 | -0.053 | — |
| 2017 | 0.069 | — |
| 2016 | 0.059 | — |
| 2015 | 0.012 | — |
| 2014 | 0.047 | — |
| 2013 | 0.141 | — |
| 2012 | 0.197 | — |
| 2011 | 0.014 | — |
| 2010 | 0.115 | — |
| 2009 | 0.303 | — |
| 2008 | -0.208 | — |
| 2007 | 0.035 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | 0.053 | 0.022 | — |
| 2024 | 0.021 | 0.007 | 0.039 | -0.007 |
| 2023 | 0.016 | 0.013 | 0.007 | 0.074 |
| 2022 | -0.034 | -0.076 | -0.041 | 0.060 |
| 2021 | 0.008 | 0.039 | 0.018 | 0.025 |
| 2020 | -0.152 | 0.105 | 0.012 | 0.075 |
| 2019 | 0.052 | 0.025 | 0.019 | 0.031 |
| 2018 | -0.033 | 0.024 | 0.001 | -0.045 |
| 2017 | 0.032 | 0.030 | -0.002 | 0.008 |
| 2016 | -0.005 | 0.013 | 0.045 | 0.005 |
| 2015 | 0.034 | -0.019 | -0.019 | 0.017 |
| 2014 | 0.017 | 0.018 | -0.001 | 0.012 |
| 2013 | 0.072 | 0.008 | 0.026 | 0.029 |
| 2012 | 0.085 | -0.003 | 0.062 | 0.042 |
| 2011 | 0.035 | 0.015 | -0.073 | 0.041 |
| 2010 | 0.063 | -0.031 | 0.079 | 0.003 |
| 2009 | -0.071 | 0.172 | 0.151 | 0.040 |
| 2008 | -0.069 | 0.009 | -0.067 | -0.098 |
| 2007 | 0.013 | 0.004 | 0.004 | 0.014 |
| 2006 | 0.029 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.086 |
| 5 years | 0.053 |
| 10 years | 0.045 |
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