Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 74 |
| 1 month | 0.025 | 0 | 24 |
| 3 months | 0.065 | 0 | 34 |
| 1 year | 0.048 | 0 | 84 |
| 3 years | 0.043 | 0 | 78 |
| 5 years | 0.037 | 0 | 72 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.044 | — |
| 2023 | 0.045 | — |
| 2022 | -0.077 | — |
| 2021 | 0.057 | — |
| 2020 | 0.084 | — |
| 2019 | 0.100 | — |
| 2018 | -0.081 | — |
| 2017 | 0.057 | — |
| 2016 | 0.092 | — |
| 2015 | 0.003 | — |
| 2014 | 0.060 | — |
| 2013 | 0.116 | — |
| 2012 | 0.088 | — |
| 2011 | -0.055 | — |
| 2010 | 0.107 | — |
| 2009 | 0.141 | — |
| 2008 | -0.103 | — |
| 2007 | 0.021 | — |
| 2006 | 0.049 | — |
| 2005 | 0.165 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | 0.018 | — | — |
| 2024 | 0.026 | 0.001 | 0.026 | -0.009 |
| 2023 | 0.001 | -0.005 | -0.006 | 0.055 |
| 2022 | -0.034 | -0.059 | -0.024 | 0.041 |
| 2021 | 0.008 | 0.038 | 0.001 | 0.009 |
| 2020 | -0.117 | 0.124 | 0.022 | 0.068 |
| 2019 | 0.056 | 0.022 | 0.015 | 0.005 |
| 2018 | -0.024 | 0.017 | 0.005 | -0.078 |
| 2017 | 0.025 | 0.001 | 0.010 | 0.020 |
| 2016 | -0.016 | 0.021 | 0.069 | 0.017 |
| 2015 | 0.066 | -0.016 | -0.086 | 0.045 |
| 2014 | 0.006 | 0.018 | 0.012 | 0.023 |
| 2013 | 0.065 | -0.011 | 0.030 | 0.029 |
| 2012 | 0.049 | -0.029 | 0.039 | 0.029 |
| 2011 | 0.003 | 0.003 | -0.089 | 0.031 |
| 2010 | 0.055 | -0.055 | 0.061 | 0.046 |
| 2009 | -0.050 | 0.044 | 0.125 | 0.022 |
| 2008 | -0.045 | -0.006 | -0.045 | -0.010 |
| 2007 | 0.018 | 0.011 | -0.005 | -0.003 |
| 2006 | 0.047 | -0.049 | 0.025 | 0.028 |
| 2005 | 0.010 | 0.040 | 0.068 | 0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.029 |
| 5 years | 0.029 |
| 10 years | 0.026 |