Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.118 | 0 | 20 |
| 1 month | -0.004 | 0 | 67 |
| 3 months | 0.042 | 0 | 42 |
| 1 year | 0.101 | 0 | 24 |
| 3 years | 0.077 | 0 | 47 |
| 5 years | 0.050 | 0 | 35 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.052 | — |
| 2022 | -0.061 | — |
| 2021 | 0.072 | — |
| 2020 | 0.048 | — |
| 2019 | 0.123 | — |
| 2018 | -0.034 | — |
| 2017 | 0.069 | — |
| 2016 | 0.147 | — |
| 2015 | -0.003 | — |
| 2014 | 0.067 | — |
| 2013 | 0.073 | — |
| 2012 | 0.100 | — |
| 2011 | -0.024 | — |
| 2010 | 0.115 | — |
| 2009 | 0.174 | — |
| 2008 | -0.230 | — |
| 2007 | -0.011 | — |
| 2006 | 0.100 | — |
| 2005 | 0.142 | — |
| 2004 | 0.112 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | 0.032 | 0.044 | — |
| 2024 | 0.022 | 0.009 | 0.028 | 0 |
| 2023 | 0.016 | -0.017 | -0.005 | 0.059 |
| 2022 | -0.021 | -0.043 | -0.032 | 0.036 |
| 2021 | 0.017 | 0.032 | 0.014 | 0.008 |
| 2020 | -0.126 | 0.109 | 0.010 | 0.070 |
| 2019 | 0.048 | 0.038 | 0.019 | 0.014 |
| 2018 | -0.047 | 0.046 | 0.002 | -0.033 |
| 2017 | 0.029 | 0.011 | 0.004 | 0.024 |
| 2016 | 0.013 | 0.038 | 0.066 | 0.023 |
| 2015 | 0.038 | -0.025 | -0.037 | 0.024 |
| 2014 | 0.012 | 0.016 | 0.008 | 0.030 |
| 2013 | 0.068 | -0.027 | 0.015 | 0.017 |
| 2012 | 0.052 | -0.017 | 0.044 | 0.019 |
| 2011 | 0.007 | 0.009 | -0.058 | 0.020 |
| 2010 | 0.057 | -0.041 | 0.056 | 0.042 |
| 2009 | -0.066 | 0.108 | 0.118 | 0.015 |
| 2008 | -0.078 | 0.003 | -0.068 | -0.105 |
| 2007 | 0.011 | 0.005 | -0.024 | -0.002 |
| 2006 | 0.041 | -0.030 | 0.041 | 0.047 |
| 2005 | 0.017 | 0.038 | 0.040 | 0.040 |
| 2004 | 0.016 | 0.008 | 0.023 | 0.061 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.101 |
| 3 years | 0.077 |
| 5 years | 0.050 |
| 10 years | 0.057 |
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