Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 23 |
| 1 month | 0.025 | 0 | 51 |
| 3 months | 0.033 | 0 | 11 |
| 1 year | 0.105 | 0 | 6 |
| 3 years | 0.120 | 0 | 44 |
| 5 years | 0.136 | 0 | 98 |
| 10 years | 0.097 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.143 | — |
| 2023 | 0.142 | — |
| 2022 | 0.030 | — |
| 2021 | 0.144 | — |
| 2020 | 0.144 | — |
| 2019 | 0.081 | — |
| 2018 | 0.018 | — |
| 2017 | 0.183 | — |
| 2016 | 0.065 | — |
| 2015 | 0.024 | — |
| 2014 | 0.242 | — |
| 2013 | 0.047 | — |
| 2012 | 0.182 | — |
| 2011 | -0.115 | — |
| 2010 | 0.128 | — |
| 2009 | 0.448 | — |
| 2008 | -0.312 | — |
| 2007 | 0.482 | — |
| 2006 | 0.282 | — |
| 2005 | 0.319 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.043 | 0.063 | 0.059 | -0.027 |
| 2023 | -0.018 | 0.059 | 0.029 | 0.066 |
| 2022 | -0.006 | -0.051 | 0.058 | 0.032 |
| 2021 | 0.037 | 0.040 | 0.075 | -0.013 |
| 2020 | -0.108 | 0.090 | 0.053 | 0.117 |
| 2019 | 0.039 | 0.018 | -0.005 | 0.028 |
| 2018 | -0.031 | 0.020 | 0.011 | 0.019 |
| 2017 | 0.064 | 0.044 | 0.021 | 0.042 |
| 2016 | -0.011 | 0.041 | 0.055 | -0.020 |
| 2015 | 0.039 | -0.016 | -0.005 | 0.008 |
| 2014 | 0.042 | 0.111 | 0.025 | 0.047 |
| 2013 | -0.023 | 0.032 | -0.024 | 0.064 |
| 2012 | 0.089 | -0.006 | 0.057 | 0.033 |
| 2011 | -0.024 | -0.001 | -0.054 | -0.041 |
| 2010 | 0.018 | 0.029 | 0.064 | 0.012 |
| 2009 | 0.011 | 0.270 | 0.096 | 0.029 |
| 2008 | -0.176 | -0.095 | 0.002 | -0.080 |
| 2007 | -0.017 | 0.137 | 0.117 | 0.187 |
| 2006 | 0.133 | -0.055 | 0.107 | 0.081 |
| 2005 | 0.026 | 0.074 | 0.132 | 0.058 |
| 2004 | 0.115 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.120 |
| 5 years | 0.136 |
| 10 years | 0.097 |