Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.099 | 0.044 | 48 |
| 1 month | 0.038 | -0.040 | 42 |
| 3 months | 0.054 | 0.041 | 89 |
| 1 year | 0.062 | 0.144 | 85 |
| 3 years | 0.114 | 0.060 | 75 |
| 5 years | 0.114 | 0.092 | 79 |
| 10 years | 0.100 | 0.086 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.079 | 0.116 |
| 2022 | -0.061 | -0.059 |
| 2021 | 0.251 | 0.262 |
| 2020 | 0.037 | 0.029 |
| 2019 | 0.297 | 0.250 |
| 2018 | -0.101 | -0.085 |
| 2017 | 0.175 | 0.159 |
| 2016 | 0.138 | 0.148 |
| 2015 | -0.008 | -0.040 |
| 2014 | 0.103 | 0.102 |
| 2013 | 0.355 | 0.312 |
| 2012 | 0.161 | 0.146 |
| 2011 | -0.002 | -0.007 |
| 2010 | 0.114 | 0.137 |
| 2009 | 0.205 | 0.241 |
| 2008 | -0.328 | -0.371 |
| 2007 | 0.076 | 0.014 |
| 2006 | 0.206 | 0.182 |
| 2005 | — | 0.060 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | 0.027 | — | — |
| 2024 | 0.087 | -0.022 | 0.083 | -0.031 |
| 2023 | -0.015 | 0.035 | -0.033 | 0.094 |
| 2022 | -0.037 | -0.100 | -0.046 | 0.135 |
| 2021 | 0.086 | 0.056 | 0.006 | 0.085 |
| 2020 | -0.238 | 0.142 | 0.059 | 0.125 |
| 2019 | 0.127 | 0.050 | 0.024 | 0.070 |
| 2018 | -0.031 | -0.007 | 0.056 | -0.116 |
| 2017 | 0.047 | 0.041 | 0.027 | 0.049 |
| 2016 | 0.022 | 0.044 | 0.023 | 0.044 |
| 2015 | 0.007 | 0.004 | -0.071 | 0.055 |
| 2014 | 0.013 | 0.034 | -0.003 | 0.058 |
| 2013 | 0.121 | 0.039 | 0.054 | 0.104 |
| 2012 | 0.124 | -0.040 | 0.068 | 0.007 |
| 2011 | 0.060 | -0.004 | -0.154 | 0.117 |
| 2010 | 0.045 | -0.112 | 0.098 | 0.094 |
| 2009 | -0.124 | 0.165 | 0.127 | 0.048 |
| 2008 | -0.093 | -0.016 | -0.068 | -0.193 |
| 2007 | 0.021 | 0.058 | 0.012 | -0.017 |
| 2006 | 0.051 | 0.009 | 0.058 | 0.076 |
| 2005 | 0.034 | 0.017 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | 0.114 |
| 5 years | 0.114 |
| 10 years | 0.100 |