Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | 13 |
| 1 month | 0.003 | 0 | 29 |
| 3 months | 0.020 | 0 | 22 |
| 1 year | 0.069 | 0 | 19 |
| 3 years | 0.074 | 0 | 36 |
| 5 years | 0.054 | 0 | 39 |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | 0.066 | — |
| 2022 | 0.019 | — |
| 2021 | 0.029 | — |
| 2020 | 0.110 | — |
| 2019 | 0.099 | — |
| 2018 | 0.058 | — |
| 2017 | 0.035 | — |
| 2016 | 0.135 | — |
| 2015 | 0.073 | — |
| 2014 | 0.150 | — |
| 2013 | 0.054 | — |
| 2012 | 0.107 | — |
| 2011 | 0.080 | — |
| 2010 | 0.063 | — |
| 2009 | 0.052 | — |
| 2008 | 0.180 | — |
| 2007 | 0.107 | — |
| 2006 | 0.073 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | 0.021 | 0.006 | — |
| 2024 | 0.029 | 0.016 | 0.032 | 0.007 |
| 2023 | 0.015 | 0.023 | 0.010 | 0.016 |
| 2022 | 0.003 | -0.018 | 0.016 | 0.018 |
| 2021 | -0.007 | 0.012 | 0.022 | 0.003 |
| 2020 | 0.029 | 0.041 | 0.007 | 0.028 |
| 2019 | 0.022 | 0.032 | 0.024 | 0.018 |
| 2018 | 0.011 | -0.013 | 0.012 | 0.048 |
| 2017 | 0.003 | 0.028 | 0.011 | -0.007 |
| 2016 | 0.025 | 0.024 | 0.056 | 0.024 |
| 2015 | 0.028 | -0.001 | 0.041 | 0.004 |
| 2014 | 0.024 | 0.033 | 0.023 | 0.062 |
| 2013 | 0.026 | 0.039 | -0.034 | 0.023 |
| 2012 | 0.021 | 0.026 | 0.031 | 0.026 |
| 2011 | 0.018 | 0.016 | 0.019 | 0.024 |
| 2010 | 0.019 | 0.024 | 0.009 | 0.010 |
| 2009 | -0.015 | 0.039 | 0.008 | 0.020 |
| 2008 | 0.020 | 0.001 | 0.016 | 0.137 |
| 2007 | 0.017 | 0.022 | 0.034 | 0.030 |
| 2006 | 0.013 | 0.012 | 0.027 | 0.019 |
| 2005 | 0.016 | 0.018 | 0.008 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.074 |
| 5 years | 0.054 |
| 10 years | 0.070 |
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