Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.073 | 0 | 26 |
| 1 month | -0.001 | 0 | 47 |
| 3 months | 0.023 | 0 | 77 |
| 1 year | 0.066 | 0 | 24 |
| 3 years | 0.055 | 0 | 73 |
| 5 years | 0.023 | 0 | 81 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.055 | — |
| 2023 | 0.064 | — |
| 2022 | -0.122 | — |
| 2021 | 0.048 | — |
| 2020 | 0.027 | — |
| 2019 | 0.112 | — |
| 2018 | -0.099 | — |
| 2017 | 0.040 | — |
| 2016 | -0.004 | — |
| 2015 | 0.028 | — |
| 2014 | 0.069 | — |
| 2013 | 0.057 | — |
| 2012 | 0.079 | — |
| 2011 | -0.066 | — |
| 2010 | 0.107 | — |
| 2009 | 0.130 | — |
| 2008 | -0.219 | — |
| 2007 | 0.000 | — |
| 2006 | 0.029 | — |
| 2005 | 0.091 | — |
| 2004 | 0.023 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | 0.037 | 0.032 | — |
| 2024 | 0.027 | 0.011 | 0.018 | -0.002 |
| 2023 | 0.022 | 0.010 | -0.014 | 0.046 |
| 2022 | -0.021 | -0.062 | -0.039 | -0.005 |
| 2021 | 0.018 | 0.015 | 0.000 | 0.014 |
| 2020 | -0.082 | 0.053 | 0.023 | 0.039 |
| 2019 | 0.057 | 0.020 | 0.013 | 0.018 |
| 2018 | -0.009 | -0.012 | 0.004 | -0.083 |
| 2017 | 0.017 | -0.003 | 0.008 | 0.018 |
| 2016 | -0.034 | -0.004 | 0.019 | 0.016 |
| 2015 | 0.076 | -0.034 | -0.043 | 0.034 |
| 2014 | 0.012 | 0.021 | 0.015 | 0.019 |
| 2013 | 0.034 | -0.005 | 0.004 | 0.024 |
| 2012 | 0.053 | -0.026 | 0.034 | 0.019 |
| 2011 | -0.014 | -0.014 | -0.057 | 0.018 |
| 2010 | 0.047 | -0.010 | 0.022 | 0.045 |
| 2009 | -0.029 | 0.072 | 0.048 | 0.037 |
| 2008 | -0.066 | -0.027 | -0.046 | -0.099 |
| 2007 | 0.005 | 0.023 | -0.011 | -0.017 |
| 2006 | 0.013 | -0.024 | 0.020 | 0.020 |
| 2005 | 0.012 | 0.031 | 0.027 | 0.018 |
| 2004 | 0.018 | 0.003 | -0.009 | 0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.050 |
| 5 years | 0.020 |
| 10 years | 0.014 |
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