Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 22 |
| 1 month | 0.007 | 0 | 59 |
| 3 months | 0.004 | 0 | 22 |
| 1 year | 0.076 | 0 | 35 |
| 3 years | 0.108 | 0 | 2 |
| 5 years | 0.130 | 0 | 11 |
| 10 years | 0.078 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | 0.121 | — |
| 2022 | 0.050 | — |
| 2021 | 0.151 | — |
| 2020 | -0.138 | — |
| 2019 | 0.217 | — |
| 2018 | -0.073 | — |
| 2017 | 0.275 | — |
| 2016 | 0.058 | — |
| 2015 | 0.131 | — |
| 2014 | 0.041 | — |
| 2013 | 0.236 | — |
| 2012 | 0.121 | — |
| 2011 | -0.070 | — |
| 2010 | 0.169 | — |
| 2009 | 0.328 | — |
| 2008 | -0.367 | — |
| 2007 | -0.066 | — |
| 2006 | 0.171 | — |
| 2005 | 0.220 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | — | — | — |
| 2024 | 0.041 | 0.053 | 0.022 | -0.001 |
| 2023 | 0.024 | -0.004 | 0.045 | 0.052 |
| 2022 | 0.012 | -0.051 | -0.050 | 0.150 |
| 2021 | 0.061 | 0.034 | 0.029 | 0.020 |
| 2020 | -0.312 | 0.116 | -0.058 | 0.193 |
| 2019 | 0.103 | 0.004 | -0.001 | 0.101 |
| 2018 | -0.043 | 0.076 | -0.007 | -0.093 |
| 2017 | 0.082 | 0.068 | 0.046 | 0.054 |
| 2016 | -0.012 | -0.068 | 0.105 | 0.040 |
| 2015 | 0.081 | 0.025 | -0.019 | 0.041 |
| 2014 | 0.025 | 0.010 | -0.019 | 0.024 |
| 2013 | 0.077 | 0.006 | 0.057 | 0.079 |
| 2012 | 0.070 | -0.054 | 0.057 | 0.049 |
| 2011 | 0.011 | -0.004 | -0.158 | 0.097 |
| 2010 | 0.075 | -0.111 | 0.142 | 0.071 |
| 2009 | -0.101 | 0.166 | 0.206 | 0.051 |
| 2008 | -0.106 | -0.061 | -0.135 | -0.128 |
| 2007 | 0.011 | 0.005 | -0.038 | -0.044 |
| 2006 | 0.078 | -0.034 | 0.034 | 0.086 |
| 2005 | 0.044 | 0.029 | 0.083 | 0.049 |
| 2004 | 0.026 | 0.094 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.108 |
| 5 years | 0.130 |
| 10 years | 0.078 |