Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.074 | 0.044 | 28 |
| 1 month | 0.011 | -0.040 | 24 |
| 3 months | 0.034 | 0.041 | 94 |
| 1 year | 0.098 | 0.144 | 32 |
| 3 years | 0.071 | 0.060 | 90 |
| 5 years | 0.115 | 0.092 | 79 |
| 10 years | 0.074 | 0.086 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | -0.018 | 0.116 |
| 2022 | 0.085 | -0.059 |
| 2021 | 0.215 | 0.262 |
| 2020 | -0.079 | 0.029 |
| 2019 | 0.196 | 0.250 |
| 2018 | -0.082 | -0.085 |
| 2017 | 0.151 | 0.159 |
| 2016 | 0.104 | 0.148 |
| 2015 | 0.039 | -0.040 |
| 2014 | 0.115 | 0.102 |
| 2013 | 0.219 | 0.312 |
| 2012 | 0.069 | 0.146 |
| 2011 | 0.150 | -0.007 |
| 2010 | 0.112 | 0.137 |
| 2009 | 0.119 | 0.241 |
| 2008 | -0.285 | -0.371 |
| 2007 | -0.032 | 0.014 |
| 2006 | 0.302 | 0.182 |
| 2005 | — | 0.060 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.074 | -0.012 | — | — |
| 2024 | 0.037 | 0.001 | 0.143 | -0.036 |
| 2023 | -0.024 | -0.029 | -0.046 | 0.086 |
| 2022 | 0.072 | -0.022 | -0.099 | 0.148 |
| 2021 | 0.089 | 0.047 | -0.009 | 0.076 |
| 2020 | -0.237 | 0.086 | 0.012 | 0.099 |
| 2019 | 0.113 | -0.007 | 0.032 | 0.049 |
| 2018 | -0.065 | 0.024 | 0.021 | -0.061 |
| 2017 | 0.053 | 0.031 | 0.027 | 0.032 |
| 2016 | 0.080 | 0.068 | -0.029 | -0.014 |
| 2015 | 0.003 | -0.006 | -0.015 | 0.058 |
| 2014 | 0.039 | 0.086 | -0.027 | 0.016 |
| 2013 | 0.094 | 0.015 | 0.028 | 0.067 |
| 2012 | 0.011 | 0.040 | 0.034 | -0.017 |
| 2011 | 0.050 | 0.038 | -0.037 | 0.095 |
| 2010 | 0.007 | -0.067 | 0.134 | 0.044 |
| 2009 | -0.151 | 0.097 | 0.104 | 0.088 |
| 2008 | -0.076 | -0.095 | -0.007 | -0.138 |
| 2007 | 0.023 | 0.010 | -0.016 | -0.048 |
| 2006 | 0.077 | 0.012 | 0.099 | 0.088 |
| 2005 | 0.050 | 0.021 | -0.001 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.098 |
| 3 years | 0.071 |
| 5 years | 0.115 |
| 10 years | 0.074 |