Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.099 | 0 | 73 |
| 1 month | -0.015 | 0 | 44 |
| 3 months | -0.129 | 0 | 71 |
| 1 year | -0.037 | 0 | 61 |
| 3 years | 0.042 | 0 | 66 |
| 5 years | 0.073 | 0 | 73 |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.155 | — |
| 2023 | 0.135 | — |
| 2022 | -0.106 | — |
| 2021 | 0.261 | — |
| 2020 | 0.006 | — |
| 2019 | 0.225 | — |
| 2018 | -0.022 | — |
| 2017 | 0.081 | — |
| 2016 | 0.108 | — |
| 2015 | 0.050 | — |
| 2014 | 0.185 | — |
| 2013 | 0.142 | — |
| 2012 | 0.101 | — |
| 2011 | -0.047 | — |
| 2010 | 0.040 | — |
| 2009 | 0.247 | — |
| 2008 | -0.222 | — |
| 2007 | 0.032 | — |
| 2006 | 0.047 | — |
| 2005 | 0.227 | — |
| 2004 | 0.077 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.086 | — | — | — |
| 2024 | 0.083 | 0.010 | 0.020 | 0.035 |
| 2023 | 0.046 | 0.067 | -0.024 | 0.041 |
| 2022 | -0.047 | -0.090 | 0.001 | 0.030 |
| 2021 | 0.106 | 0.032 | 0.026 | 0.078 |
| 2020 | -0.114 | 0.068 | 0.036 | 0.026 |
| 2019 | 0.108 | 0.032 | 0.043 | 0.027 |
| 2018 | 0.006 | 0.058 | 0.021 | -0.100 |
| 2017 | 0.038 | -0.007 | 0.009 | 0.039 |
| 2016 | -0.014 | 0.028 | 0.051 | 0.041 |
| 2015 | 0.110 | -0.036 | -0.056 | 0.040 |
| 2014 | 0.009 | 0.058 | 0.036 | 0.071 |
| 2013 | 0.045 | 0.010 | 0.026 | 0.055 |
| 2012 | 0.079 | -0.029 | 0.030 | 0.020 |
| 2011 | -0.013 | 0.006 | -0.099 | 0.066 |
| 2010 | 0.015 | -0.041 | 0.015 | 0.053 |
| 2009 | -0.038 | 0.145 | 0.062 | 0.066 |
| 2008 | -0.099 | -0.005 | -0.056 | -0.082 |
| 2007 | 0.039 | 0.028 | -0.012 | -0.022 |
| 2006 | 0.050 | -0.069 | 0.040 | 0.030 |
| 2005 | 0.041 | 0.089 | 0.041 | 0.040 |
| 2004 | 0.077 | -0.008 | -0.021 | 0.030 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | 0.042 |
| 5 years | 0.073 |
| 10 years | 0.062 |