Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.106 | 0 | 21 |
| 1 month | 0.001 | 0 | 16 |
| 3 months | 0.038 | 0 | 27 |
| 1 year | 0.097 | 0 | 19 |
| 3 years | 0.116 | 0 | 23 |
| 5 years | 0.113 | 0 | 25 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.009 | — |
| 2023 | 0.167 | — |
| 2022 | -0.085 | — |
| 2021 | 0.284 | — |
| 2020 | -0.066 | — |
| 2019 | 0.263 | — |
| 2018 | -0.153 | — |
| 2017 | 0.109 | — |
| 2016 | 0.075 | — |
| 2015 | 0.126 | — |
| 2014 | 0.009 | — |
| 2013 | 0.237 | — |
| 2012 | 0.200 | — |
| 2011 | -0.176 | — |
| 2010 | 0.038 | — |
| 2009 | 0.319 | — |
| 2008 | -0.419 | — |
| 2007 | 0.009 | — |
| 2006 | 0.218 | — |
| 2005 | 0.269 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.066 | 0.038 | — | — |
| 2024 | 0.069 | -0.066 | 0.025 | -0.032 |
| 2023 | 0.122 | 0.023 | -0.029 | 0.048 |
| 2022 | -0.061 | -0.104 | -0.043 | 0.136 |
| 2021 | 0.109 | 0.067 | 0.018 | 0.066 |
| 2020 | -0.277 | 0.136 | -0.026 | 0.168 |
| 2019 | 0.111 | 0.049 | 0.026 | 0.056 |
| 2018 | -0.028 | 0.021 | 0.009 | -0.153 |
| 2017 | 0.048 | 0.024 | 0.048 | -0.014 |
| 2016 | -0.061 | -0.023 | 0.069 | 0.096 |
| 2015 | 0.173 | -0.020 | -0.076 | 0.061 |
| 2014 | 0.035 | 0.007 | -0.010 | -0.022 |
| 2013 | 0.023 | 0.023 | 0.129 | 0.047 |
| 2012 | 0.102 | -0.058 | 0.065 | 0.086 |
| 2011 | 0.041 | 0.022 | -0.269 | 0.059 |
| 2010 | 0.021 | -0.110 | 0.085 | 0.053 |
| 2009 | -0.140 | 0.226 | 0.217 | 0.028 |
| 2008 | -0.172 | -0.037 | -0.109 | -0.182 |
| 2007 | 0.030 | 0.105 | -0.078 | -0.038 |
| 2006 | 0.094 | -0.007 | 0.034 | 0.083 |
| 2005 | 0.065 | 0.059 | 0.078 | 0.044 |
| 2004 | 0.065 | -0.025 | 0.057 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.110 |
| 5 years | 0.110 |
| 10 years | 0.056 |