Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.159 | 0 | 45 |
| 1 month | 0.012 | 0 | 58 |
| 3 months | 0.106 | 0 | 44 |
| 1 year | 0.185 | 0 | 34 |
| 3 years | 0.093 | 0 | 38 |
| 5 years | 0.086 | 0 | 34 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.062 | — |
| 2022 | -0.061 | — |
| 2021 | 0.046 | — |
| 2020 | 0.065 | — |
| 2019 | 0.181 | — |
| 2018 | -0.105 | — |
| 2017 | 0.257 | — |
| 2016 | 0.077 | — |
| 2015 | -0.088 | — |
| 2014 | -0.007 | — |
| 2013 | 0.052 | — |
| 2012 | 0.242 | — |
| 2011 | -0.130 | — |
| 2010 | 0.166 | — |
| 2009 | 0.726 | — |
| 2008 | -0.500 | — |
| 2007 | 0.312 | — |
| 2006 | 0.326 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.142 | — | — |
| 2024 | -0.017 | 0.024 | 0.143 | -0.092 |
| 2023 | 0.021 | -0.018 | -0.048 | 0.114 |
| 2022 | 0.037 | -0.141 | -0.089 | 0.157 |
| 2021 | 0.045 | 0.048 | -0.044 | -0.001 |
| 2020 | -0.275 | 0.202 | 0.019 | 0.200 |
| 2019 | 0.122 | 0.050 | -0.052 | 0.057 |
| 2018 | -0.038 | 0.017 | -0.006 | -0.080 |
| 2017 | 0.117 | 0.015 | 0.036 | 0.071 |
| 2016 | 0.018 | 0.006 | 0.082 | -0.028 |
| 2015 | 0.031 | -0.026 | -0.160 | 0.082 |
| 2014 | 0.029 | 0.043 | -0.060 | -0.016 |
| 2013 | 0.069 | -0.110 | 0.103 | 0.002 |
| 2012 | 0.112 | -0.049 | 0.109 | 0.060 |
| 2011 | 0.027 | -0.003 | -0.198 | 0.059 |
| 2010 | 0.030 | -0.143 | 0.221 | 0.083 |
| 2009 | -0.024 | 0.321 | 0.274 | 0.051 |
| 2008 | -0.130 | 0.018 | -0.251 | -0.246 |
| 2007 | 0.074 | 0.097 | 0.130 | -0.015 |
| 2006 | 0.065 | 0.024 | 0.040 | 0.169 |
| 2005 | -0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.185 |
| 3 years | 0.093 |
| 5 years | 0.086 |
| 10 years | 0.059 |