Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 23 |
| 1 month | -0.009 | 0 | 39 |
| 3 months | -0.045 | 0 | 31 |
| 1 year | 0.029 | 0 | 49 |
| 3 years | 0.038 | 0 | 40 |
| 5 years | 0.058 | 0 | 58 |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.092 | — |
| 2022 | -0.081 | — |
| 2021 | 0.107 | — |
| 2020 | 0.011 | — |
| 2019 | 0.153 | — |
| 2018 | -0.061 | — |
| 2017 | 0.088 | — |
| 2016 | 0.169 | — |
| 2015 | 0.006 | — |
| 2014 | 0.063 | — |
| 2013 | 0.150 | — |
| 2012 | 0.090 | — |
| 2011 | -0.021 | — |
| 2010 | 0.105 | — |
| 2009 | 0.153 | — |
| 2008 | -0.168 | — |
| 2007 | 0.044 | — |
| 2006 | 0.059 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.044 | 0.021 | 0.009 | 0.004 |
| 2023 | 0.030 | -0.004 | 0.007 | 0.057 |
| 2022 | -0.016 | -0.074 | -0.024 | 0.033 |
| 2021 | 0.010 | 0.040 | 0.020 | 0.034 |
| 2020 | -0.155 | 0.116 | 0.003 | 0.069 |
| 2019 | 0.068 | 0.040 | 0.031 | 0.008 |
| 2018 | -0.056 | 0.066 | 0.013 | -0.079 |
| 2017 | 0.035 | 0.010 | -0.001 | 0.042 |
| 2016 | 0.005 | 0.043 | 0.080 | 0.033 |
| 2015 | 0.055 | -0.041 | -0.058 | 0.056 |
| 2014 | -0.004 | 0.024 | 0.015 | 0.028 |
| 2013 | 0.097 | -0.014 | 0.030 | 0.032 |
| 2012 | 0.054 | -0.027 | 0.039 | 0.023 |
| 2011 | 0.005 | 0.000 | -0.082 | 0.062 |
| 2010 | 0.059 | -0.083 | 0.078 | 0.056 |
| 2009 | -0.093 | 0.070 | 0.154 | 0.029 |
| 2008 | -0.082 | -0.018 | -0.062 | -0.016 |
| 2007 | 0.009 | 0.022 | 0.003 | 0.010 |
| 2006 | 0.042 | -0.041 | 0.029 | 0.030 |
| 2005 | 0.054 | 0.058 | 0.049 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.038 |
| 5 years | 0.058 |
| 10 years | 0.047 |