Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.092 | 0 | 3 |
| 1 month | 0.012 | 0 | 6 |
| 3 months | 0.038 | 0 | 2 |
| 1 year | 0.172 | 0 | 1 |
| 3 years | 0.068 | 0 | 50 |
| 5 years | 0.072 | 0 | 87 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.099 | — |
| 2022 | -0.152 | — |
| 2021 | 0.182 | — |
| 2020 | -0.109 | — |
| 2019 | 0.199 | — |
| 2018 | -0.077 | — |
| 2017 | 0.105 | — |
| 2016 | -0.001 | — |
| 2015 | 0.138 | — |
| 2014 | 0.094 | — |
| 2013 | 0.172 | — |
| 2012 | 0.110 | — |
| 2011 | 0.029 | — |
| 2010 | 0.130 | — |
| 2009 | 0.179 | — |
| 2008 | -0.305 | — |
| 2007 | 0.000 | — |
| 2006 | 0.286 | — |
| 2005 | 0.237 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.080 | — | — | — |
| 2024 | 0.047 | 0.042 | 0.034 | -0.015 |
| 2023 | 0.065 | 0.012 | -0.016 | 0.037 |
| 2022 | -0.075 | -0.078 | -0.077 | 0.077 |
| 2021 | 0.044 | 0.065 | -0.007 | 0.070 |
| 2020 | -0.196 | 0.088 | 0.004 | 0.015 |
| 2019 | 0.119 | 0.008 | 0.038 | 0.025 |
| 2018 | -0.029 | 0.035 | 0.015 | -0.095 |
| 2017 | 0.065 | 0.032 | 0.006 | -0.001 |
| 2016 | -0.035 | -0.027 | 0.044 | 0.020 |
| 2015 | 0.144 | -0.023 | -0.046 | 0.067 |
| 2014 | 0.001 | 0.059 | 0.001 | 0.031 |
| 2013 | 0.089 | -0.020 | 0.059 | 0.037 |
| 2012 | 0.020 | 0.024 | 0.050 | 0.012 |
| 2011 | 0.003 | 0.043 | -0.076 | 0.065 |
| 2010 | 0.041 | -0.021 | 0.068 | 0.038 |
| 2009 | -0.086 | 0.092 | 0.119 | 0.055 |
| 2008 | -0.145 | -0.047 | -0.021 | -0.130 |
| 2007 | 0.030 | 0.011 | -0.029 | -0.012 |
| 2006 | 0.084 | -0.007 | 0.095 | 0.090 |
| 2005 | 0.046 | 0.085 | 0.056 | 0.033 |
| 2004 | 0.037 | 0.104 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.125 |
| 3 years | 0.053 |
| 5 years | 0.063 |
| 10 years | 0.033 |