Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | — |
| 1 month | -0.028 | 0 | — |
| 3 months | -0.070 | 0 | — |
| 1 year | 0.094 | 0 | — |
| 3 years | 0.131 | 0 | — |
| 5 years | 0.120 | 0 | — |
| 10 years | 0.110 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.202 | — |
| 2023 | 0.190 | — |
| 2022 | -0.080 | — |
| 2021 | 0.162 | — |
| 2020 | 0.138 | — |
| 2019 | 0.248 | — |
| 2018 | 0.014 | — |
| 2017 | 0.204 | — |
| 2016 | 0.003 | — |
| 2015 | 0.193 | — |
| 2014 | 0.138 | — |
| 2013 | 0.347 | — |
| 2012 | 0.150 | — |
| 2011 | -0.026 | — |
| 2010 | 0.067 | — |
| 2009 | 0.119 | — |
| 2008 | -0.210 | — |
| 2007 | -0.065 | — |
| 2006 | 0.193 | — |
| 2005 | 0.097 | — |
| 2004 | 0.059 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.091 | 0.024 | 0.049 | 0.026 |
| 2023 | 0.081 | 0.033 | -0.023 | 0.091 |
| 2022 | -0.067 | -0.104 | -0.015 | 0.118 |
| 2021 | 0.023 | 0.062 | 0.003 | 0.066 |
| 2020 | -0.110 | 0.136 | 0.044 | 0.077 |
| 2019 | 0.115 | 0.026 | 0.028 | 0.061 |
| 2018 | 0.029 | 0.036 | 0.029 | -0.075 |
| 2017 | 0.076 | 0.039 | 0.012 | 0.064 |
| 2016 | -0.073 | 0.019 | 0.059 | 0.002 |
| 2015 | 0.126 | -0.011 | -0.022 | 0.095 |
| 2014 | 0.039 | 0.005 | 0.039 | 0.049 |
| 2013 | 0.094 | 0.037 | 0.053 | 0.127 |
| 2012 | 0.081 | -0.021 | 0.034 | 0.051 |
| 2011 | 0.015 | 0.000 | -0.089 | 0.053 |
| 2010 | -0.004 | -0.056 | 0.074 | 0.056 |
| 2009 | -0.068 | 0.077 | 0.065 | 0.046 |
| 2008 | -0.031 | -0.042 | -0.071 | -0.084 |
| 2007 | 0.004 | -0.013 | -0.033 | -0.024 |
| 2006 | 0.072 | -0.045 | 0.044 | 0.117 |
| 2005 | 0.007 | 0.019 | 0.029 | 0.040 |
| 2004 | 0.037 | 0.025 | -0.054 | 0.053 |
| 2003 | 0.087 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.094 |
| 3 years | 0.131 |
| 5 years | 0.120 |
| 10 years | 0.110 |