Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.165 | 0 | 15 |
| 1 month | -0.001 | 0 | 36 |
| 3 months | 0.075 | 0 | 23 |
| 1 year | 0.187 | 0 | 23 |
| 3 years | 0.199 | 0 | 60 |
| 5 years | 0.186 | 0 | 48 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.095 | — |
| 2023 | 0.384 | — |
| 2022 | -0.161 | — |
| 2021 | 0.309 | — |
| 2020 | -0.145 | — |
| 2019 | 0.071 | — |
| 2018 | -0.145 | — |
| 2017 | 0.257 | — |
| 2016 | 0.038 | — |
| 2015 | -0.113 | — |
| 2014 | 0.015 | — |
| 2013 | -0.029 | — |
| 2012 | 0.273 | — |
| 2011 | -0.235 | — |
| 2010 | 0.187 | — |
| 2009 | 0.370 | — |
| 2008 | -0.558 | — |
| 2007 | 0.163 | — |
| 2006 | 0.271 | — |
| 2005 | 0.488 | — |
| 2004 | 0.543 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.166 | — | — | — |
| 2024 | 0.048 | 0.076 | -0.027 | -0.002 |
| 2023 | 0.037 | 0.146 | 0.002 | 0.162 |
| 2022 | -0.080 | -0.131 | -0.148 | 0.231 |
| 2021 | 0.024 | 0.148 | 0.084 | 0.028 |
| 2020 | -0.350 | 0.165 | -0.063 | 0.205 |
| 2019 | 0.047 | 0.022 | -0.038 | 0.039 |
| 2018 | -0.076 | -0.096 | 0.041 | -0.017 |
| 2017 | 0.122 | 0.059 | 0.028 | 0.029 |
| 2016 | 0.072 | -0.097 | 0.029 | 0.041 |
| 2015 | 0.075 | -0.045 | -0.118 | -0.020 |
| 2014 | -0.010 | 0.051 | 0.012 | -0.036 |
| 2013 | -0.046 | -0.051 | 0.099 | -0.023 |
| 2012 | 0.118 | -0.050 | 0.131 | 0.060 |
| 2011 | 0.028 | -0.014 | -0.229 | -0.021 |
| 2010 | 0.109 | -0.103 | 0.131 | 0.054 |
| 2009 | -0.145 | 0.254 | 0.240 | 0.030 |
| 2008 | -0.134 | -0.024 | -0.161 | -0.377 |
| 2007 | 0.047 | 0.155 | -0.025 | -0.014 |
| 2006 | 0.041 | -0.086 | 0.126 | 0.187 |
| 2005 | 0.104 | 0.072 | 0.230 | 0.022 |
| 2004 | 0.179 | 0.014 | 0.085 | 0.190 |
| 2003 | 0.149 | 0.027 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.187 |
| 3 years | 0.199 |
| 5 years | 0.186 |
| 10 years | 0.046 |