Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.130 | 0 | 22 |
| 1 month | -0.007 | 0 | 31 |
| 3 months | 0.051 | 0 | 30 |
| 1 year | 0.144 | 0 | 19 |
| 3 years | 0.169 | 0 | 21 |
| 5 years | 0.126 | 0 | 20 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.192 | — |
| 2022 | -0.119 | — |
| 2021 | 0.228 | — |
| 2020 | -0.009 | — |
| 2019 | 0.259 | — |
| 2018 | -0.124 | — |
| 2017 | 0.128 | — |
| 2016 | 0.046 | — |
| 2015 | 0.101 | — |
| 2014 | 0.048 | — |
| 2013 | 0.239 | — |
| 2012 | 0.198 | — |
| 2011 | -0.144 | — |
| 2010 | 0.027 | — |
| 2009 | 0.282 | — |
| 2008 | -0.445 | — |
| 2007 | 0.084 | — |
| 2006 | 0.223 | — |
| 2005 | 0.257 | — |
| 2004 | 0.129 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.076 | 0.051 | — | — |
| 2024 | 0.104 | -0.016 | 0.031 | -0.018 |
| 2023 | 0.124 | 0.029 | -0.044 | 0.078 |
| 2022 | -0.090 | -0.103 | -0.044 | 0.127 |
| 2021 | 0.093 | 0.059 | 0.004 | 0.057 |
| 2020 | -0.251 | 0.171 | 0.002 | 0.128 |
| 2019 | 0.120 | 0.043 | 0.026 | 0.051 |
| 2018 | -0.028 | 0.027 | 0.005 | -0.127 |
| 2017 | 0.071 | 0.015 | 0.043 | -0.005 |
| 2016 | -0.067 | -0.026 | 0.065 | 0.081 |
| 2015 | 0.187 | -0.046 | -0.086 | 0.065 |
| 2014 | 0.028 | 0.032 | -0.009 | -0.002 |
| 2013 | 0.023 | 0.008 | 0.116 | 0.077 |
| 2012 | 0.097 | -0.059 | 0.085 | 0.070 |
| 2011 | 0.038 | 0.007 | -0.226 | 0.058 |
| 2010 | 0.009 | -0.090 | 0.077 | 0.039 |
| 2009 | -0.136 | 0.196 | 0.207 | 0.027 |
| 2008 | -0.162 | -0.052 | -0.115 | -0.210 |
| 2007 | 0.035 | 0.083 | -0.028 | -0.007 |
| 2006 | 0.100 | -0.039 | 0.075 | 0.076 |
| 2005 | 0.046 | 0.061 | 0.084 | 0.045 |
| 2004 | 0.022 | 0.035 | -0.018 | 0.086 |
| 2003 | 0.199 | 0.014 | 0.137 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.144 |
| 5 years | 0.112 |
| 10 years | 0.066 |