Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 19 |
| 1 month | -0.013 | 0 | 85 |
| 3 months | 0.042 | 0 | 25 |
| 1 year | 0.080 | 0 | 1 |
| 3 years | 0.048 | 0 | 2 |
| 5 years | 0.144 | 0 | 2 |
| 10 years | 0.095 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.013 | — |
| 2023 | 0.105 | — |
| 2022 | -0.081 | — |
| 2021 | 0.194 | — |
| 2020 | 0.211 | — |
| 2019 | 0.268 | — |
| 2018 | -0.181 | — |
| 2017 | 0.220 | — |
| 2016 | 0.124 | — |
| 2015 | 0.289 | — |
| 2014 | 0.078 | — |
| 2013 | 0.415 | — |
| 2012 | 0.304 | — |
| 2011 | -0.160 | — |
| 2010 | 0.207 | — |
| 2009 | 0.549 | — |
| 2008 | -0.353 | — |
| 2007 | 0.131 | — |
| 2006 | 0.346 | — |
| 2005 | 0.244 | — |
| 2004 | 0.327 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.094 | — | — | — |
| 2024 | 0.026 | -0.010 | 0.022 | -0.024 |
| 2023 | 0.061 | 0.020 | -0.042 | 0.066 |
| 2022 | -0.025 | -0.096 | -0.028 | 0.073 |
| 2021 | 0.073 | 0.048 | 0.022 | 0.039 |
| 2020 | -0.260 | 0.242 | 0.055 | 0.249 |
| 2019 | 0.107 | 0.056 | 0.016 | 0.067 |
| 2018 | -0.009 | 0.015 | -0.036 | -0.156 |
| 2017 | 0.089 | 0.109 | 0.042 | -0.031 |
| 2016 | -0.038 | 0.008 | 0.105 | 0.049 |
| 2015 | 0.166 | 0.047 | -0.032 | 0.091 |
| 2014 | 0.100 | 0.010 | -0.029 | -0.001 |
| 2013 | 0.104 | 0.042 | 0.114 | 0.105 |
| 2012 | 0.180 | -0.063 | 0.086 | 0.086 |
| 2011 | 0.069 | 0.002 | -0.207 | -0.011 |
| 2010 | 0.070 | -0.042 | 0.091 | 0.080 |
| 2009 | 0.019 | 0.189 | 0.262 | 0.013 |
| 2008 | -0.129 | 0.037 | -0.077 | -0.223 |
| 2007 | 0.140 | 0.099 | -0.035 | -0.064 |
| 2006 | 0.219 | -0.041 | 0.026 | 0.121 |
| 2005 | 0.138 | 0.013 | 0.072 | 0.006 |
| 2004 | 0.131 | 0.056 | -0.001 | 0.113 |
| 2003 | 0.145 | 0.123 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.032 |
| 5 years | 0.133 |
| 10 years | 0.090 |