Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.083 | 0 | 4 |
| 1 month | -0.003 | 0 | 37 |
| 3 months | 0.021 | 0 | 5 |
| 1 year | 0.084 | 0 | 14 |
| 3 years | 0.101 | 0 | 5 |
| 5 years | 0.141 | 0 | 3 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.138 | — |
| 2022 | -0.097 | — |
| 2021 | 0.266 | — |
| 2020 | 0.007 | — |
| 2019 | 0.246 | — |
| 2018 | -0.150 | — |
| 2017 | 0.081 | — |
| 2016 | 0 | — |
| 2015 | 0.134 | — |
| 2014 | 0.065 | — |
| 2013 | 0.339 | — |
| 2012 | 0.242 | — |
| 2011 | -0.109 | — |
| 2010 | 0.164 | — |
| 2009 | 0.302 | — |
| 2008 | -0.462 | — |
| 2007 | 0.036 | — |
| 2006 | 0.301 | — |
| 2005 | 0.360 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.086 | — | — | — |
| 2024 | 0.120 | -0.004 | 0.020 | -0.026 |
| 2023 | 0.077 | 0.023 | -0.021 | 0.056 |
| 2022 | -0.074 | -0.104 | -0.004 | 0.093 |
| 2021 | 0.107 | 0.060 | 0.000 | 0.079 |
| 2020 | -0.264 | 0.188 | 0.003 | 0.149 |
| 2019 | 0.124 | 0.022 | 0.016 | 0.068 |
| 2018 | -0.049 | 0.049 | -0.001 | -0.147 |
| 2017 | 0.050 | 0.017 | 0.010 | 0.003 |
| 2016 | -0.096 | -0.029 | 0.055 | 0.080 |
| 2015 | 0.171 | -0.012 | -0.070 | 0.054 |
| 2014 | 0.038 | 0.007 | 0.004 | 0.014 |
| 2013 | 0.084 | 0.013 | 0.101 | 0.107 |
| 2012 | 0.111 | -0.032 | 0.063 | 0.086 |
| 2011 | -0.016 | 0 | -0.169 | 0.089 |
| 2010 | 0.065 | -0.080 | 0.082 | 0.098 |
| 2009 | -0.099 | 0.202 | 0.168 | 0.029 |
| 2008 | -0.169 | -0.001 | -0.165 | -0.224 |
| 2007 | 0.027 | 0.086 | -0.036 | -0.036 |
| 2006 | 0.139 | -0.021 | 0.062 | 0.098 |
| 2005 | 0.080 | 0.079 | 0.100 | 0.062 |
| 2004 | 0.056 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.101 |
| 5 years | 0.141 |
| 10 years | 0.058 |