Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | 97 |
| 1 month | -0.032 | 0 | 94 |
| 3 months | -0.065 | 0 | 100 |
| 1 year | 0.089 | 0 | 95 |
| 3 years | 0.067 | 0 | 43 |
| 5 years | 0.105 | 0 | 84 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.189 | — |
| 2023 | 0.112 | — |
| 2022 | -0.107 | — |
| 2021 | 0.257 | — |
| 2020 | 0.084 | — |
| 2019 | 0.186 | — |
| 2018 | -0.025 | — |
| 2017 | 0.050 | — |
| 2016 | 0.102 | — |
| 2015 | -0.037 | — |
| 2014 | 0.097 | — |
| 2013 | 0.171 | — |
| 2012 | 0.108 | — |
| 2011 | -0.036 | — |
| 2010 | 0.108 | — |
| 2009 | 0.256 | — |
| 2008 | -0.229 | — |
| 2007 | 0.094 | — |
| 2006 | 0.139 | — |
| 2005 | 0.238 | — |
| 2004 | 0.161 | — |
| 2003 | 0.213 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.062 | 0.005 | 0.073 | 0.038 |
| 2023 | 0.027 | 0.021 | -0.023 | 0.085 |
| 2022 | -0.016 | -0.104 | -0.022 | 0.036 |
| 2021 | 0.055 | 0.063 | 0.029 | 0.089 |
| 2020 | -0.125 | 0.107 | 0.058 | 0.057 |
| 2019 | 0.093 | 0.021 | 0.031 | 0.031 |
| 2018 | -0.005 | 0.047 | 0.032 | -0.093 |
| 2017 | 0.022 | -0.017 | 0.003 | 0.043 |
| 2016 | 0.003 | 0.017 | 0.039 | 0.039 |
| 2015 | 0.041 | -0.032 | -0.056 | 0.012 |
| 2014 | 0.057 | 0.035 | 0.003 | 0.001 |
| 2013 | 0.058 | -0.020 | 0.038 | 0.089 |
| 2012 | 0.056 | -0.022 | 0.039 | 0.032 |
| 2011 | 0.029 | -0.022 | -0.085 | 0.046 |
| 2010 | 0.009 | -0.059 | 0.081 | 0.079 |
| 2009 | -0.030 | 0.152 | 0.077 | 0.044 |
| 2008 | -0.013 | 0.068 | -0.109 | -0.180 |
| 2007 | 0.028 | 0.064 | 0.010 | -0.010 |
| 2006 | 0.056 | -0.021 | 0.028 | 0.072 |
| 2005 | 0.051 | 0.031 | 0.091 | 0.047 |
| 2004 | 0.022 | 0.006 | 0.039 | 0.087 |
| 2003 | -0.015 | 0.082 | 0.038 | 0.097 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.067 |
| 5 years | 0.105 |
| 10 years | 0.067 |