Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 47 |
| 1 month | 0.039 | 0 | 8 |
| 3 months | 0.100 | 0 | 15 |
| 1 year | 0.075 | 0 | 26 |
| 3 years | 0.088 | 0 | 10 |
| 5 years | 0.086 | 0 | 23 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.182 | — |
| 2023 | 0.158 | — |
| 2022 | -0.162 | — |
| 2021 | 0.201 | — |
| 2020 | -0.041 | — |
| 2019 | 0.210 | — |
| 2018 | -0.083 | — |
| 2017 | 0.084 | — |
| 2016 | 0.106 | — |
| 2015 | 0.043 | — |
| 2014 | 0.141 | — |
| 2013 | 0.074 | — |
| 2012 | 0.146 | — |
| 2011 | -0.087 | — |
| 2010 | 0.226 | — |
| 2009 | 0.363 | — |
| 2008 | -0.420 | — |
| 2007 | 0.014 | — |
| 2006 | 0.023 | — |
| 2005 | 0.235 | — |
| 2004 | 0.051 | — |
| 2003 | 0.071 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | 0.021 | — | — |
| 2024 | 0.085 | 0.033 | 0.016 | 0.039 |
| 2023 | 0.039 | 0.048 | 0.004 | 0.059 |
| 2022 | -0.042 | -0.107 | -0.025 | 0.005 |
| 2021 | 0.076 | 0.046 | 0.004 | 0.063 |
| 2020 | -0.181 | 0.068 | 0.023 | 0.072 |
| 2019 | 0.109 | 0.008 | 0.021 | 0.060 |
| 2018 | -0.037 | 0.017 | 0.037 | -0.097 |
| 2017 | 0.055 | -0.023 | 0.014 | 0.037 |
| 2016 | -0.027 | 0.007 | 0.054 | 0.071 |
| 2015 | 0.135 | -0.037 | -0.105 | 0.067 |
| 2014 | 0.003 | 0.053 | 0.053 | 0.026 |
| 2013 | 0.073 | -0.038 | 0.023 | 0.017 |
| 2012 | 0.068 | -0.001 | 0.061 | 0.013 |
| 2011 | -0.029 | -0.026 | -0.101 | 0.073 |
| 2010 | 0.091 | 0.006 | 0.001 | 0.116 |
| 2009 | -0.001 | 0.127 | 0.138 | 0.063 |
| 2008 | -0.147 | 0.005 | -0.096 | -0.252 |
| 2007 | -0.001 | 0.045 | 0.002 | -0.030 |
| 2006 | 0.030 | -0.076 | 0.044 | 0.030 |
| 2005 | 0.027 | 0.078 | 0.062 | 0.051 |
| 2004 | 0.056 | 0.001 | -0.027 | 0.021 |
| 2003 | -0.058 | 0.060 | 0.039 | 0.032 |
| 2002 | -0.017 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.088 |
| 5 years | 0.086 |
| 10 years | 0.055 |