Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 85 |
| 1 month | -0.009 | 0 | 91 |
| 3 months | -0.014 | 0 | 87 |
| 1 year | 0.059 | 0 | 86 |
| 3 years | 0.038 | 0 | 83 |
| 5 years | 0.057 | 0 | 35 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.071 | — |
| 2023 | 0.097 | — |
| 2022 | -0.114 | — |
| 2021 | 0.053 | — |
| 2020 | 0.019 | — |
| 2019 | 0.145 | — |
| 2018 | -0.043 | — |
| 2017 | 0.064 | — |
| 2016 | 0.135 | — |
| 2015 | -0.041 | — |
| 2014 | -0.001 | — |
| 2013 | 0.089 | — |
| 2012 | 0.146 | — |
| 2011 | 0.004 | — |
| 2010 | 0.156 | — |
| 2009 | 0.627 | — |
| 2008 | -0.356 | — |
| 2007 | 0.038 | — |
| 2006 | 0.085 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.018 | 0.011 | 0.046 | -0.005 |
| 2023 | 0.029 | 0.007 | 0.002 | 0.057 |
| 2022 | -0.037 | -0.098 | -0.004 | 0.024 |
| 2021 | 0.016 | 0.023 | 0.007 | 0.007 |
| 2020 | -0.186 | 0.115 | 0.048 | 0.071 |
| 2019 | 0.067 | 0.022 | 0.017 | 0.033 |
| 2018 | -0.011 | 0.006 | 0.015 | -0.052 |
| 2017 | 0.025 | 0.017 | 0.014 | 0.005 |
| 2016 | 0.019 | 0.044 | 0.056 | 0.011 |
| 2015 | 0.029 | 0.000 | -0.054 | -0.016 |
| 2014 | 0.029 | 0.025 | -0.023 | -0.030 |
| 2013 | 0.041 | -0.009 | 0.024 | 0.031 |
| 2012 | 0.065 | -0.005 | 0.057 | 0.024 |
| 2011 | 0.047 | -0.003 | -0.088 | 0.055 |
| 2010 | 0.052 | -0.036 | 0.072 | 0.063 |
| 2009 | 0.028 | 0.265 | 0.179 | 0.062 |
| 2008 | -0.042 | 0.024 | -0.092 | -0.277 |
| 2007 | 0.031 | 0.013 | 0.007 | -0.014 |
| 2006 | 0.032 | -0.021 | 0.025 | 0.048 |
| 2005 | -0.008 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.011 |
| 3 years | 0.022 |
| 5 years | 0.048 |
| 10 years | 0.026 |