Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 60 |
| 1 month | 0.022 | 0 | 25 |
| 3 months | 0.022 | 0 | 78 |
| 1 year | 0.030 | 0 | 82 |
| 3 years | 0.083 | 0 | 71 |
| 5 years | 0.124 | 0 | 48 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.153 | — |
| 2022 | -0.024 | — |
| 2021 | 0.266 | — |
| 2020 | -0.132 | — |
| 2019 | 0.254 | — |
| 2018 | -0.097 | — |
| 2017 | -0.023 | — |
| 2016 | 0.129 | — |
| 2015 | 0.045 | — |
| 2014 | 0.098 | — |
| 2013 | 0.217 | — |
| 2012 | 0.125 | — |
| 2011 | -0.039 | — |
| 2010 | 0.168 | — |
| 2009 | 0.171 | — |
| 2008 | -0.227 | — |
| 2007 | 0.004 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | -0.038 | — | — |
| 2024 | 0.078 | -0.026 | 0.027 | 0.004 |
| 2023 | 0.038 | 0.042 | 0.015 | 0.050 |
| 2022 | 0.003 | -0.046 | -0.034 | 0.056 |
| 2021 | 0.137 | 0.043 | 0.014 | 0.053 |
| 2020 | -0.299 | 0.099 | -0.016 | 0.145 |
| 2019 | 0.128 | 0.019 | 0.039 | 0.050 |
| 2018 | -0.048 | 0.045 | 0.038 | -0.125 |
| 2017 | 0.032 | -0.031 | -0.014 | -0.009 |
| 2016 | -0.059 | 0.025 | 0.048 | 0.116 |
| 2015 | 0.143 | -0.023 | -0.123 | 0.067 |
| 2014 | -0.002 | 0.041 | 0.031 | 0.024 |
| 2013 | 0.090 | 0.011 | 0.043 | 0.059 |
| 2012 | 0.066 | -0.006 | 0.051 | 0.010 |
| 2011 | -0.010 | 0.002 | -0.128 | 0.111 |
| 2010 | 0.084 | -0.018 | 0.025 | 0.070 |
| 2009 | 0.027 | 0.045 | 0.046 | 0.043 |
| 2008 | -0.142 | -0.026 | 0.031 | -0.102 |
| 2007 | 0.042 | 0.046 | -0.055 | -0.026 |
| 2006 | 0.033 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.039 |
| 3 years | 0.061 |
| 5 years | 0.110 |
| 10 years | 0.051 |