Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | 0.136 | 0 | — |
| 1 year | 0.110 | 0 | — |
| 3 years | 0.096 | 0 | — |
| 5 years | 0.099 | 0 | — |
| 10 years | 0.071 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.182 | — |
| 2023 | 0.156 | — |
| 2022 | -0.211 | — |
| 2021 | 0.252 | — |
| 2020 | 0.079 | — |
| 2019 | 0.234 | — |
| 2018 | -0.127 | — |
| 2017 | 0.167 | — |
| 2016 | 0.074 | — |
| 2015 | -0.038 | — |
| 2014 | 0.119 | — |
| 2013 | 0.310 | — |
| 2012 | 0.121 | — |
| 2011 | 0.008 | — |
| 2010 | 0.107 | — |
| 2009 | 0.151 | — |
| 2008 | -0.430 | — |
| 2007 | -0.151 | — |
| 2006 | 0.037 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.064 | 0.105 | — | — |
| 2024 | 0.093 | 0.014 | 0.039 | 0.025 |
| 2023 | 0.049 | 0.064 | -0.053 | 0.093 |
| 2022 | -0.059 | -0.162 | -0.057 | 0.062 |
| 2021 | 0.090 | 0.062 | -0.011 | 0.095 |
| 2020 | -0.238 | 0.194 | 0.051 | 0.128 |
| 2019 | 0.133 | 0.028 | -0.004 | 0.065 |
| 2018 | -0.015 | 0.011 | 0.056 | -0.170 |
| 2017 | 0.054 | 0.014 | 0.033 | 0.058 |
| 2016 | 0.010 | 0.012 | 0.026 | 0.024 |
| 2015 | -0.004 | -0.015 | -0.067 | 0.051 |
| 2014 | 0.019 | 0.047 | 0.006 | 0.043 |
| 2013 | 0.115 | 0.019 | 0.053 | 0.095 |
| 2012 | 0.140 | -0.044 | 0.049 | -0.020 |
| 2011 | 0.086 | 0.002 | -0.163 | 0.107 |
| 2010 | 0.065 | -0.141 | 0.104 | 0.095 |
| 2009 | -0.110 | 0.098 | 0.117 | 0.054 |
| 2008 | -0.161 | 0.023 | -0.124 | -0.241 |
| 2007 | 0.003 | 0.049 | -0.017 | -0.179 |
| 2006 | 0.022 | -0.072 | 0.043 | 0.047 |
| 2005 | 0.024 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | 0.096 |
| 5 years | 0.099 |
| 10 years | 0.071 |