Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 80 |
| 1 month | -0.016 | 0 | 78 |
| 3 months | -0.054 | 0 | 72 |
| 1 year | 0.031 | 0 | 65 |
| 3 years | 0.037 | 0 | 71 |
| 5 years | 0.051 | 0 | 80 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | 0.094 | — |
| 2022 | -0.092 | — |
| 2021 | 0.140 | — |
| 2020 | -0.015 | — |
| 2019 | 0.124 | — |
| 2018 | -0.056 | — |
| 2017 | 0.030 | — |
| 2016 | 0.041 | — |
| 2015 | 0.041 | — |
| 2014 | 0.080 | — |
| 2013 | 0.124 | — |
| 2012 | 0.069 | — |
| 2011 | -0.025 | — |
| 2010 | 0.079 | — |
| 2009 | 0.207 | — |
| 2008 | -0.241 | — |
| 2007 | -0.022 | — |
| 2006 | 0.064 | — |
| 2005 | 0.199 | — |
| 2004 | 0.085 | — |
| 2003 | 0.130 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.055 | 0.014 | 0.018 | 0.020 |
| 2023 | 0.031 | 0.025 | -0.004 | 0.039 |
| 2022 | -0.026 | -0.069 | -0.010 | 0.012 |
| 2021 | 0.047 | 0.031 | 0.011 | 0.044 |
| 2020 | -0.111 | 0.065 | 0.005 | 0.035 |
| 2019 | 0.075 | 0.005 | 0.019 | 0.021 |
| 2018 | -0.036 | 0.034 | 0.022 | -0.073 |
| 2017 | 0.024 | -0.016 | 0.001 | 0.022 |
| 2016 | -0.028 | 0.007 | 0.019 | 0.044 |
| 2015 | 0.076 | -0.024 | -0.054 | 0.047 |
| 2014 | 0.020 | 0.019 | 0.019 | 0.020 |
| 2013 | 0.049 | 0.002 | 0.039 | 0.029 |
| 2012 | 0.046 | -0.015 | 0.034 | 0.004 |
| 2011 | 0.002 | -0.013 | -0.057 | 0.046 |
| 2010 | 0.041 | -0.044 | 0.028 | 0.054 |
| 2009 | -0.023 | 0.097 | 0.098 | 0.025 |
| 2008 | -0.070 | -0.007 | -0.047 | -0.137 |
| 2007 | 0.003 | 0.061 | -0.026 | -0.057 |
| 2006 | 0.049 | -0.063 | 0.026 | 0.055 |
| 2005 | 0.032 | 0.058 | 0.064 | 0.033 |
| 2004 | 0.067 | -0.002 | -0.017 | 0.037 |
| 2003 | -0.068 | 0.111 | 0.045 | 0.044 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.037 |
| 5 years | 0.051 |
| 10 years | 0.029 |