Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.114 | 0 | — |
| 1 month | -0.069 | 0 | — |
| 3 months | -0.172 | 0 | — |
| 1 year | 0.099 | 0 | — |
| 3 years | 0.081 | 0 | — |
| 5 years | 0.126 | 0 | — |
| 10 years | 0.103 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.315 | — |
| 2023 | 0.106 | — |
| 2022 | -0.165 | — |
| 2021 | 0.253 | — |
| 2020 | 0.167 | — |
| 2019 | 0.174 | — |
| 2018 | -0.016 | — |
| 2017 | 0.049 | — |
| 2016 | 0.261 | — |
| 2015 | 0.182 | — |
| 2014 | 0.077 | — |
| 2013 | 0.389 | — |
| 2012 | 0.097 | — |
| 2011 | 0.073 | — |
| 2010 | 0.237 | — |
| 2009 | 0.150 | — |
| 2008 | -0.110 | — |
| 2007 | -0.262 | — |
| 2006 | 0.166 | — |
| 2005 | -0.039 | — |
| 2004 | 0.122 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.114 | 0.022 | 0.065 | 0.084 |
| 2023 | 0.036 | 0.031 | -0.061 | 0.103 |
| 2022 | -0.099 | -0.120 | 0.008 | 0.045 |
| 2021 | 0.103 | 0.038 | 0.026 | 0.066 |
| 2020 | -0.204 | 0.180 | 0.029 | 0.208 |
| 2019 | 0.102 | 0.024 | -0.030 | 0.073 |
| 2018 | 0.031 | 0.078 | 0.035 | -0.145 |
| 2017 | -0.002 | 0.013 | 0.009 | 0.028 |
| 2016 | -0.010 | 0.051 | 0.087 | 0.116 |
| 2015 | 0.132 | 0.014 | -0.036 | 0.068 |
| 2014 | 0.042 | 0.009 | -0.054 | 0.084 |
| 2013 | 0.115 | 0.041 | 0.062 | 0.128 |
| 2012 | 0.094 | -0.037 | 0.025 | 0.016 |
| 2011 | 0.074 | 0.008 | -0.128 | 0.137 |
| 2010 | 0.034 | -0.017 | 0.083 | 0.125 |
| 2009 | -0.074 | 0.104 | 0.076 | 0.046 |
| 2008 | -0.010 | 0.029 | 0.038 | -0.159 |
| 2007 | -0.019 | -0.038 | -0.141 | -0.089 |
| 2006 | 0.095 | -0.076 | 0.006 | 0.145 |
| 2005 | -0.023 | 0.036 | -0.043 | -0.009 |
| 2004 | 0.093 | 0.041 | -0.076 | 0.068 |
| 2003 | 0.102 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.081 |
| 5 years | 0.126 |
| 10 years | 0.103 |