Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | 42 |
| 1 month | 0.024 | 0 | 63 |
| 3 months | 0.086 | 0 | 24 |
| 1 year | 0.186 | 0 | 39 |
| 3 years | 0.141 | 0 | 52 |
| 5 years | 0.125 | 0 | 67 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.225 | — |
| 2023 | 0.097 | — |
| 2022 | -0.118 | — |
| 2021 | 0.257 | — |
| 2020 | 0.047 | — |
| 2019 | 0.172 | — |
| 2018 | -0.089 | — |
| 2017 | 0.065 | — |
| 2016 | 0.129 | — |
| 2015 | -0.028 | — |
| 2014 | 0.111 | — |
| 2013 | 0.164 | — |
| 2012 | 0.028 | — |
| 2011 | -0.177 | — |
| 2010 | 0.073 | — |
| 2009 | 0.553 | — |
| 2008 | -0.497 | — |
| 2007 | 0.049 | — |
| 2006 | 0.160 | — |
| 2005 | 0.142 | — |
| 2004 | 0.092 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | 0.086 | — | — |
| 2024 | 0.072 | 0.025 | 0.090 | 0.024 |
| 2023 | 0.066 | 0.004 | -0.061 | 0.092 |
| 2022 | 0.000 | -0.151 | 0.002 | 0.037 |
| 2021 | 0.082 | 0.067 | 0.013 | 0.075 |
| 2020 | -0.184 | 0.128 | 0.063 | 0.071 |
| 2019 | 0.090 | -0.001 | 0.023 | 0.053 |
| 2018 | -0.024 | 0.030 | 0.008 | -0.102 |
| 2017 | 0.032 | -0.024 | 0.016 | 0.041 |
| 2016 | 0.010 | 0.011 | 0.051 | 0.052 |
| 2015 | 0.023 | -0.017 | -0.058 | 0.026 |
| 2014 | 0.049 | 0.051 | 0.010 | -0.003 |
| 2013 | 0.029 | -0.003 | 0.052 | 0.079 |
| 2012 | 0.044 | -0.069 | 0.039 | 0.018 |
| 2011 | 0.053 | -0.081 | -0.181 | 0.038 |
| 2010 | 0.067 | -0.159 | 0.063 | 0.125 |
| 2009 | 0.003 | 0.292 | 0.137 | 0.054 |
| 2008 | -0.049 | 0.055 | -0.256 | -0.326 |
| 2007 | 0.041 | 0.041 | 0.025 | -0.056 |
| 2006 | 0.088 | -0.075 | 0.026 | 0.123 |
| 2005 | 0.007 | 0.025 | 0.063 | 0.042 |
| 2004 | 0.049 | 0.031 | -0.041 | 0.053 |
| 2003 | 0.097 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.186 |
| 3 years | 0.141 |
| 5 years | 0.125 |
| 10 years | 0.075 |