Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.235 | 0 | 9 |
| 1 month | 0.017 | 0 | 4 |
| 3 months | 0.065 | 0 | 10 |
| 1 year | 0.233 | 0 | 9 |
| 3 years | 0.153 | 0 | 6 |
| 5 years | 0.146 | 0 | 8 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.063 | — |
| 2022 | -0.005 | — |
| 2021 | 0.237 | — |
| 2020 | -0.120 | — |
| 2019 | 0.217 | — |
| 2018 | -0.135 | — |
| 2017 | 0.154 | — |
| 2016 | 0.144 | — |
| 2015 | 0.125 | — |
| 2014 | -0.007 | — |
| 2013 | 0.328 | — |
| 2012 | 0.277 | — |
| 2011 | -0.140 | — |
| 2010 | 0.141 | — |
| 2009 | 0.288 | — |
| 2008 | -0.249 | — |
| 2007 | 0.042 | — |
| 2006 | 0.163 | — |
| 2005 | 0.276 | — |
| 2004 | 0.203 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | 0.105 | 0.051 | — |
| 2024 | 0.047 | 0.056 | 0.042 | 0.010 |
| 2023 | -0.002 | -0.012 | 0.037 | 0.038 |
| 2022 | -0.035 | -0.037 | -0.042 | 0.119 |
| 2021 | 0.098 | 0.063 | 0.043 | 0.017 |
| 2020 | -0.341 | 0.146 | -0.035 | 0.208 |
| 2019 | 0.110 | 0.029 | 0.001 | 0.063 |
| 2018 | -0.051 | 0.072 | 0.004 | -0.153 |
| 2017 | 0.049 | 0.034 | 0.022 | 0.041 |
| 2016 | -0.012 | -0.039 | 0.121 | 0.075 |
| 2015 | 0.081 | 0.031 | -0.050 | 0.063 |
| 2014 | -0.019 | 0.001 | 0.000 | 0.011 |
| 2013 | 0.131 | 0.037 | 0.074 | 0.054 |
| 2012 | 0.143 | -0.039 | 0.073 | 0.084 |
| 2011 | -0.002 | 0.007 | -0.172 | 0.034 |
| 2010 | 0.089 | -0.075 | 0.084 | 0.045 |
| 2009 | -0.073 | 0.158 | 0.262 | -0.049 |
| 2008 | -0.060 | -0.066 | -0.074 | -0.076 |
| 2007 | 0.037 | 0.046 | -0.022 | -0.017 |
| 2006 | 0.096 | -0.026 | 0.004 | 0.085 |
| 2005 | 0.044 | 0.058 | 0.096 | 0.054 |
| 2004 | 0.078 | 0.036 | 0.016 | 0.060 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.233 |
| 3 years | 0.153 |
| 5 years | 0.146 |
| 10 years | 0.088 |
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