Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.063 | 0.044 | 46 |
| 1 month | 0.007 | -0.040 | 41 |
| 3 months | 0.074 | 0.041 | 61 |
| 1 year | 0.086 | 0.144 | 46 |
| 3 years | 0.114 | 0.060 | 40 |
| 5 years | 0.144 | 0.092 | 30 |
| 10 years | 0.093 | 0.086 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.089 | 0.116 |
| 2022 | -0.026 | -0.059 |
| 2021 | 0.280 | 0.262 |
| 2020 | -0.011 | 0.029 |
| 2019 | 0.256 | 0.250 |
| 2018 | -0.086 | -0.085 |
| 2017 | 0.184 | 0.159 |
| 2016 | 0.128 | 0.148 |
| 2015 | -0.037 | -0.040 |
| 2014 | 0.113 | 0.102 |
| 2013 | 0.338 | 0.312 |
| 2012 | 0.172 | 0.146 |
| 2011 | 0.008 | -0.007 |
| 2010 | 0.120 | 0.137 |
| 2009 | 0.196 | 0.241 |
| 2008 | -0.410 | -0.371 |
| 2007 | -0.029 | 0.014 |
| 2006 | 0.214 | 0.182 |
| 2005 | 0.062 | 0.060 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.035 | 0.020 | — | — |
| 2024 | 0.105 | -0.024 | 0.090 | -0.007 |
| 2023 | -0.007 | 0.021 | -0.017 | 0.093 |
| 2022 | 0.014 | -0.106 | -0.063 | 0.147 |
| 2021 | 0.137 | 0.054 | -0.004 | 0.072 |
| 2020 | -0.275 | 0.135 | 0.034 | 0.163 |
| 2019 | 0.110 | 0.034 | 0.014 | 0.080 |
| 2018 | -0.023 | 0.014 | 0.062 | -0.132 |
| 2017 | 0.042 | 0.024 | 0.036 | 0.072 |
| 2016 | -0.006 | 0.022 | 0.034 | 0.074 |
| 2015 | -0.007 | 0.009 | -0.084 | 0.051 |
| 2014 | 0.023 | 0.040 | 0.004 | 0.042 |
| 2013 | 0.117 | 0.030 | 0.050 | 0.108 |
| 2012 | 0.115 | -0.024 | 0.067 | 0.010 |
| 2011 | 0.071 | -0.003 | -0.163 | 0.128 |
| 2010 | 0.061 | -0.132 | 0.098 | 0.108 |
| 2009 | -0.164 | 0.163 | 0.187 | 0.036 |
| 2008 | -0.105 | -0.078 | -0.084 | -0.220 |
| 2007 | 0.005 | 0.055 | -0.013 | -0.071 |
| 2006 | 0.056 | 0 | 0.065 | 0.079 |
| 2005 | -0.004 | 0.013 | 0.037 | 0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.093 |
| 5 years | 0.132 |
| 10 years | 0.086 |