Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 43 |
| 1 month | -0.031 | 0 | 93 |
| 3 months | -0.027 | 0 | 48 |
| 1 year | 0.037 | 0 | 44 |
| 3 years | 0.043 | 0 | 54 |
| 5 years | 0.077 | 0 | 67 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.108 | — |
| 2022 | -0.185 | — |
| 2021 | 0.220 | — |
| 2020 | 0.002 | — |
| 2019 | 0.231 | — |
| 2018 | -0.157 | — |
| 2017 | 0.139 | — |
| 2016 | -0.008 | — |
| 2015 | 0.126 | — |
| 2014 | 0.050 | — |
| 2013 | 0.190 | — |
| 2012 | 0.182 | — |
| 2011 | -0.102 | — |
| 2010 | 0.166 | — |
| 2009 | 0.283 | — |
| 2008 | -0.468 | — |
| 2007 | 0.010 | — |
| 2006 | 0.189 | — |
| 2005 | 0.256 | — |
| 2004 | 0.124 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.071 | — | — | — |
| 2024 | 0.065 | 0.010 | 0.030 | -0.043 |
| 2023 | 0.051 | 0.014 | -0.027 | 0.070 |
| 2022 | -0.095 | -0.093 | -0.090 | 0.091 |
| 2021 | 0.065 | 0.072 | 0.004 | 0.065 |
| 2020 | -0.248 | 0.174 | 0.028 | 0.105 |
| 2019 | 0.119 | 0.019 | 0.008 | 0.071 |
| 2018 | -0.038 | 0.040 | 0.008 | -0.165 |
| 2017 | 0.059 | 0.035 | 0.021 | 0.017 |
| 2016 | -0.062 | -0.049 | 0.083 | 0.026 |
| 2015 | 0.162 | -0.012 | -0.100 | 0.089 |
| 2014 | 0.024 | 0.027 | -0.020 | 0.019 |
| 2013 | 0.051 | -0.012 | 0.092 | 0.049 |
| 2012 | 0.103 | -0.040 | 0.088 | 0.027 |
| 2011 | -0.007 | -0.021 | -0.126 | 0.057 |
| 2010 | 0.046 | -0.027 | 0.050 | 0.091 |
| 2009 | -0.086 | 0.163 | 0.157 | 0.044 |
| 2008 | -0.160 | -0.029 | -0.125 | -0.255 |
| 2007 | 0.027 | 0.060 | -0.039 | -0.035 |
| 2006 | 0.096 | -0.071 | 0.077 | 0.084 |
| 2005 | 0.050 | 0.059 | 0.080 | 0.046 |
| 2004 | 0.045 | 0.026 | -0.009 | 0.058 |
| 2003 | 0.068 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.025 |
| 5 years | 0.066 |
| 10 years | 0.026 |