Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 4 |
| 1 month | -0.006 | 0 | 11 |
| 3 months | -0.015 | 0 | 5 |
| 1 year | 0.096 | 0 | 2 |
| 3 years | 0.059 | 0 | 7 |
| 5 years | 0.085 | 0 | 16 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | 0.079 | — |
| 2022 | -0.105 | — |
| 2021 | 0.166 | — |
| 2020 | -0.021 | — |
| 2019 | 0.196 | — |
| 2018 | -0.112 | — |
| 2017 | 0.070 | — |
| 2016 | 0.039 | — |
| 2015 | 0.106 | — |
| 2014 | 0.095 | — |
| 2013 | 0.193 | — |
| 2012 | 0.107 | — |
| 2011 | -0.084 | — |
| 2010 | 0.085 | — |
| 2009 | 0.305 | — |
| 2008 | -0.371 | — |
| 2007 | 0.045 | — |
| 2006 | 0.118 | — |
| 2005 | 0.162 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.034 | — | — | — |
| 2024 | 0.063 | 0.005 | 0.041 | 0.004 |
| 2023 | 0.039 | 0.000 | -0.003 | 0.041 |
| 2022 | -0.054 | -0.079 | -0.028 | 0.057 |
| 2021 | 0.084 | 0.035 | 0.006 | 0.033 |
| 2020 | -0.202 | 0.124 | 0.002 | 0.089 |
| 2019 | 0.104 | 0.027 | 0.029 | 0.025 |
| 2018 | -0.028 | 0.018 | 0.011 | -0.112 |
| 2017 | 0.043 | 0.003 | 0.024 | -0.002 |
| 2016 | -0.068 | 0.001 | 0.043 | 0.068 |
| 2015 | 0.150 | -0.029 | -0.072 | 0.068 |
| 2014 | 0.024 | 0.021 | 0.023 | 0.025 |
| 2013 | 0.049 | 0.011 | 0.071 | 0.050 |
| 2012 | 0.075 | -0.043 | 0.051 | 0.024 |
| 2011 | 0.015 | -0.003 | -0.142 | 0.055 |
| 2010 | 0.039 | -0.070 | 0.070 | 0.049 |
| 2009 | -0.105 | 0.186 | 0.175 | 0.046 |
| 2008 | -0.131 | -0.042 | -0.086 | -0.173 |
| 2007 | 0.028 | 0.036 | -0.006 | -0.013 |
| 2006 | 0.056 | -0.046 | 0.032 | 0.075 |
| 2005 | 0.025 | 0.046 | 0.051 | 0.032 |
| 2004 | 0.021 | -0.007 | 0.052 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.050 |
| 5 years | 0.079 |
| 10 years | 0.035 |