Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0 | 37 |
| 1 month | -0.003 | 0 | 59 |
| 3 months | 0.018 | 0 | 48 |
| 1 year | 0.100 | 0 | 40 |
| 3 years | 0.061 | 0 | 82 |
| 5 years | 0.113 | 0 | 44 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.118 | — |
| 2022 | -0.026 | — |
| 2021 | 0.169 | — |
| 2020 | -0.038 | — |
| 2019 | 0.253 | — |
| 2018 | -0.089 | — |
| 2017 | 0.027 | — |
| 2016 | -0.047 | — |
| 2015 | 0.086 | — |
| 2014 | 0.065 | — |
| 2013 | 0.181 | — |
| 2012 | 0.153 | — |
| 2011 | -0.109 | — |
| 2010 | 0.126 | — |
| 2009 | 0.278 | — |
| 2008 | -0.433 | — |
| 2007 | -0.006 | — |
| 2006 | 0.216 | — |
| 2005 | 0.249 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.088 | — | — | — |
| 2024 | 0.045 | 0.002 | 0.052 | -0.041 |
| 2023 | 0.047 | 0.001 | -0.002 | 0.069 |
| 2022 | 0.035 | -0.102 | -0.052 | 0.105 |
| 2021 | 0.085 | 0.017 | -0.020 | 0.083 |
| 2020 | -0.214 | 0.105 | -0.004 | 0.112 |
| 2019 | 0.118 | 0.023 | 0.034 | 0.060 |
| 2018 | -0.049 | 0.034 | 0.015 | -0.088 |
| 2017 | 0.028 | -0.008 | 0.017 | -0.010 |
| 2016 | -0.063 | 0.009 | -0.002 | 0.011 |
| 2015 | 0.138 | -0.049 | -0.057 | 0.064 |
| 2014 | 0.015 | 0.040 | 0.022 | -0.013 |
| 2013 | 0.064 | -0.009 | 0.070 | 0.047 |
| 2012 | 0.077 | -0.025 | 0.063 | 0.033 |
| 2011 | -0.017 | 0.007 | -0.168 | 0.081 |
| 2010 | 0.048 | -0.047 | 0.053 | 0.072 |
| 2009 | -0.087 | 0.141 | 0.167 | 0.051 |
| 2008 | -0.142 | -0.076 | -0.091 | -0.214 |
| 2007 | 0.035 | 0.043 | -0.032 | -0.048 |
| 2006 | 0.075 | -0.029 | 0.071 | 0.088 |
| 2005 | 0.051 | 0.081 | 0.064 | 0.034 |
| 2004 | 0.029 | 0.037 | 0.083 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.043 |
| 5 years | 0.102 |
| 10 years | 0.037 |