Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 21 |
| 1 month | -0.009 | 0 | 15 |
| 3 months | -0.061 | 0 | 32 |
| 1 year | 0.045 | 0 | 17 |
| 3 years | 0.070 | 0 | 4 |
| 5 years | 0.096 | 0 | 7 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.158 | — |
| 2023 | 0.171 | — |
| 2022 | -0.166 | — |
| 2021 | 0.193 | — |
| 2020 | 0.054 | — |
| 2019 | 0.203 | — |
| 2018 | -0.124 | — |
| 2017 | 0.070 | — |
| 2016 | 0.008 | — |
| 2015 | 0.083 | — |
| 2014 | 0.037 | — |
| 2013 | 0.138 | — |
| 2012 | 0.116 | — |
| 2011 | -0.135 | — |
| 2010 | 0.090 | — |
| 2009 | 0.167 | — |
| 2008 | -0.313 | — |
| 2007 | 0.031 | — |
| 2006 | 0.114 | — |
| 2005 | 0.257 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.100 | 0.012 | 0.018 | 0.022 |
| 2023 | 0.061 | 0.054 | -0.020 | 0.069 |
| 2022 | -0.056 | -0.128 | -0.047 | 0.064 |
| 2021 | 0.038 | 0.063 | 0.001 | 0.079 |
| 2020 | -0.178 | 0.122 | 0.044 | 0.096 |
| 2019 | 0.102 | 0.025 | 0.006 | 0.060 |
| 2018 | -0.039 | 0.014 | 0.015 | -0.114 |
| 2017 | 0.034 | -0.001 | 0.015 | 0.020 |
| 2016 | -0.061 | -0.010 | 0.030 | 0.051 |
| 2015 | 0.148 | -0.049 | -0.088 | 0.088 |
| 2014 | 0.005 | 0.014 | 0.012 | 0.006 |
| 2013 | 0.042 | -0.012 | 0.047 | 0.054 |
| 2012 | 0.097 | -0.050 | 0.057 | 0.013 |
| 2011 | -0.016 | -0.013 | -0.125 | 0.018 |
| 2010 | 0.023 | -0.025 | 0.020 | 0.071 |
| 2009 | -0.036 | 0.054 | 0.125 | 0.022 |
| 2008 | -0.110 | -0.027 | -0.080 | -0.138 |
| 2007 | 0.015 | 0.066 | -0.024 | -0.023 |
| 2006 | 0.082 | -0.073 | 0.049 | 0.059 |
| 2005 | 0.045 | 0.056 | 0.080 | 0.054 |
| 2004 | 0.029 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.059 |
| 5 years | 0.089 |
| 10 years | 0.040 |