Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 19 |
| 1 month | 0.021 | 0 | 46 |
| 3 months | -0.039 | 0 | 25 |
| 1 year | 0.062 | 0 | 45 |
| 3 years | 0.089 | 0 | 33 |
| 5 years | 0.078 | 0 | 69 |
| 10 years | 0.081 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.267 | — |
| 2022 | -0.247 | — |
| 2021 | 0.078 | — |
| 2020 | 0.218 | — |
| 2019 | 0.222 | — |
| 2018 | 0.000 | — |
| 2017 | 0.359 | — |
| 2016 | 0.004 | — |
| 2015 | 0.014 | — |
| 2014 | 0.036 | — |
| 2013 | 0.262 | — |
| 2012 | 0.145 | — |
| 2011 | -0.102 | — |
| 2010 | 0.122 | — |
| 2009 | 0.351 | — |
| 2008 | -0.376 | — |
| 2007 | 0.039 | — |
| 2006 | 0.156 | — |
| 2005 | 0.159 | — |
| 2004 | 0.086 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.084 | 0.032 | 0.032 | -0.055 |
| 2023 | 0.103 | 0.087 | -0.074 | 0.141 |
| 2022 | -0.108 | -0.158 | -0.081 | 0.090 |
| 2021 | -0.014 | 0.056 | -0.016 | 0.052 |
| 2020 | -0.130 | 0.151 | 0.083 | 0.122 |
| 2019 | 0.111 | 0.046 | -0.005 | 0.057 |
| 2018 | 0.014 | 0.005 | 0.066 | -0.079 |
| 2017 | 0.089 | 0.078 | 0.045 | 0.108 |
| 2016 | -0.017 | 0.028 | 0.034 | -0.039 |
| 2015 | 0.057 | -0.011 | -0.080 | 0.053 |
| 2014 | -0.001 | 0.040 | -0.023 | 0.020 |
| 2013 | 0.057 | 0.017 | 0.089 | 0.077 |
| 2012 | 0.085 | -0.043 | 0.051 | 0.049 |
| 2011 | -0.020 | 0.029 | -0.117 | 0.008 |
| 2010 | 0.028 | -0.098 | 0.118 | 0.083 |
| 2009 | -0.054 | 0.213 | 0.128 | 0.044 |
| 2008 | -0.055 | -0.040 | -0.139 | -0.201 |
| 2007 | 0.006 | 0.041 | 0.056 | -0.061 |
| 2006 | 0.065 | -0.003 | 0.044 | 0.043 |
| 2005 | 0.008 | 0.015 | 0.079 | 0.050 |
| 2004 | 0.030 | -0.029 | -0.015 | 0.103 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.074 |
| 5 years | 0.070 |
| 10 years | 0.076 |