Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.061 | 0 | 61 |
| 1 month | -0.009 | 0 | 72 |
| 3 months | -0.081 | 0 | 46 |
| 1 year | 0.105 | 0 | 36 |
| 3 years | 0.102 | 0 | 52 |
| 5 years | 0.139 | 0 | 51 |
| 10 years | 0.108 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.231 | — |
| 2023 | 0.231 | — |
| 2022 | -0.188 | — |
| 2021 | 0.282 | — |
| 2020 | 0.183 | — |
| 2019 | 0.286 | — |
| 2018 | -0.055 | — |
| 2017 | 0.207 | — |
| 2016 | 0.101 | — |
| 2015 | -0.012 | — |
| 2014 | 0.125 | — |
| 2013 | 0.351 | — |
| 2012 | 0.157 | — |
| 2011 | 0.035 | — |
| 2010 | 0.135 | — |
| 2009 | 0.236 | — |
| 2008 | -0.362 | — |
| 2007 | 0.077 | — |
| 2006 | 0.144 | — |
| 2005 | 0.059 | — |
| 2004 | 0.103 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | — | — | — |
| 2024 | 0.103 | 0.030 | 0.053 | 0.029 |
| 2023 | 0.063 | 0.082 | -0.036 | 0.111 |
| 2022 | -0.054 | -0.160 | -0.049 | 0.075 |
| 2021 | 0.071 | 0.078 | -0.004 | 0.114 |
| 2020 | -0.190 | 0.202 | 0.081 | 0.123 |
| 2019 | 0.134 | 0.035 | 0.010 | 0.085 |
| 2018 | -0.008 | 0.039 | 0.070 | -0.144 |
| 2017 | 0.059 | 0.025 | 0.043 | 0.066 |
| 2016 | 0.012 | 0.021 | 0.033 | 0.032 |
| 2015 | 0.002 | -0.005 | -0.069 | 0.065 |
| 2014 | 0.018 | 0.050 | 0.007 | 0.045 |
| 2013 | 0.114 | 0.034 | 0.060 | 0.107 |
| 2012 | 0.130 | -0.027 | 0.059 | -0.007 |
| 2011 | 0.075 | 0.001 | -0.142 | 0.121 |
| 2010 | 0.053 | -0.118 | 0.110 | 0.101 |
| 2009 | -0.096 | 0.130 | 0.144 | 0.058 |
| 2008 | -0.100 | -0.001 | -0.096 | -0.215 |
| 2007 | 0.004 | 0.061 | 0.028 | -0.017 |
| 2006 | 0.041 | -0.015 | 0.045 | 0.068 |
| 2005 | -0.009 | 0.013 | 0.041 | 0.014 |
| 2004 | 0.018 | 0.010 | -0.010 | 0.084 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.102 |
| 5 years | 0.139 |
| 10 years | 0.108 |