Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.061 | 0 | 51 |
| 1 month | 0.003 | 0 | 38 |
| 3 months | -0.003 | 0 | 42 |
| 1 year | 0.073 | 0 | 44 |
| 3 years | 0.103 | 0 | 37 |
| 5 years | 0.115 | 0 | 54 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.149 | — |
| 2022 | -0.092 | — |
| 2021 | 0.213 | — |
| 2020 | -0.011 | — |
| 2019 | 0.241 | — |
| 2018 | -0.112 | — |
| 2017 | 0.106 | — |
| 2016 | 0.005 | — |
| 2015 | 0.087 | — |
| 2014 | 0.020 | — |
| 2013 | 0.203 | — |
| 2012 | 0.114 | — |
| 2011 | -0.154 | — |
| 2010 | 0.011 | — |
| 2009 | 0.250 | — |
| 2008 | -0.386 | — |
| 2007 | 0.027 | — |
| 2006 | 0.174 | — |
| 2005 | 0.216 | — |
| 2004 | 0.029 | — |
| 2003 | 0.054 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.058 | — | — | — |
| 2024 | 0.096 | -0.010 | 0.021 | -0.016 |
| 2023 | 0.091 | 0.024 | -0.038 | 0.069 |
| 2022 | -0.073 | -0.102 | -0.038 | 0.133 |
| 2021 | 0.083 | 0.063 | 0.007 | 0.047 |
| 2020 | -0.218 | 0.150 | 0.003 | 0.096 |
| 2019 | 0.107 | 0.044 | 0.025 | 0.048 |
| 2018 | -0.041 | 0.032 | 0.018 | -0.119 |
| 2017 | 0.057 | 0.016 | 0.031 | -0.001 |
| 2016 | -0.067 | -0.053 | 0.048 | 0.085 |
| 2015 | 0.175 | -0.043 | -0.096 | 0.069 |
| 2014 | 0.021 | 0.021 | -0.015 | -0.006 |
| 2013 | 0.006 | 0.024 | 0.090 | 0.072 |
| 2012 | 0.083 | -0.115 | 0.122 | 0.035 |
| 2011 | 0.048 | -0.029 | -0.200 | 0.039 |
| 2010 | 0.008 | -0.079 | 0.059 | 0.028 |
| 2009 | -0.137 | 0.169 | 0.217 | 0.018 |
| 2008 | -0.157 | -0.038 | -0.107 | -0.152 |
| 2007 | 0.010 | 0.077 | -0.025 | -0.031 |
| 2006 | 0.083 | -0.047 | 0.074 | 0.058 |
| 2005 | 0.044 | 0.053 | 0.072 | 0.032 |
| 2004 | 0.002 | 0.026 | -0.035 | 0.037 |
| 2003 | -0.102 | 0.098 | -0.006 | 0.077 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.092 |
| 5 years | 0.108 |
| 10 years | 0.050 |