Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 69 |
| 1 month | 0.008 | 0 | 73 |
| 3 months | -0.025 | 0 | 69 |
| 1 year | 0.004 | 0 | 74 |
| 3 years | 0.080 | 0 | 53 |
| 5 years | 0.105 | 0 | 60 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0 | — |
| 2023 | 0.140 | — |
| 2022 | -0.016 | — |
| 2021 | 0.184 | — |
| 2020 | 0.091 | — |
| 2019 | 0.226 | — |
| 2018 | -0.039 | — |
| 2017 | 0.193 | — |
| 2016 | 0.179 | — |
| 2015 | 0.063 | — |
| 2014 | 0.034 | — |
| 2013 | 0.177 | — |
| 2012 | 0.230 | — |
| 2011 | -0.136 | — |
| 2010 | 0.108 | — |
| 2009 | 0.078 | — |
| 2008 | -0.210 | — |
| 2007 | 0.127 | — |
| 2006 | 0.145 | — |
| 2005 | 0.298 | — |
| 2004 | 0.225 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | — | — | — |
| 2024 | 0.066 | 0.002 | -0.002 | -0.061 |
| 2023 | 0.059 | 0.020 | -0.021 | 0.077 |
| 2022 | -0.052 | -0.064 | -0.006 | 0.115 |
| 2021 | 0.010 | 0.088 | 0.016 | 0.061 |
| 2020 | -0.130 | 0.182 | 0.013 | 0.049 |
| 2019 | 0.079 | 0.099 | 0.015 | 0.019 |
| 2018 | -0.044 | 0.074 | 0.042 | -0.102 |
| 2017 | 0.056 | 0.080 | 0.021 | 0.024 |
| 2016 | 0.013 | 0.049 | 0.071 | 0.036 |
| 2015 | 0.107 | -0.039 | -0.055 | 0.057 |
| 2014 | 0.026 | -0.002 | -0.012 | 0.021 |
| 2013 | 0.102 | -0.001 | 0.032 | 0.035 |
| 2012 | 0.140 | -0.058 | 0.076 | 0.064 |
| 2011 | 0.050 | 0.017 | -0.211 | 0.026 |
| 2010 | 0.071 | -0.138 | 0.125 | 0.067 |
| 2009 | -0.150 | 0.063 | 0.210 | -0.014 |
| 2008 | -0.066 | 0.024 | -0.143 | -0.037 |
| 2007 | 0.041 | 0.059 | 0.009 | 0.013 |
| 2006 | 0.104 | -0.049 | 0.027 | 0.062 |
| 2005 | 0.047 | 0.064 | 0.123 | 0.037 |
| 2004 | 0.007 | 0.045 | 0.049 | 0.110 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.080 |
| 5 years | 0.105 |
| 10 years | 0.093 |