Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.112 | 0 | 24 |
| 1 month | 0.010 | 0 | 21 |
| 3 months | 0.036 | 0 | 38 |
| 1 year | 0.091 | 0 | 30 |
| 3 years | 0.135 | 0 | 7 |
| 5 years | 0.125 | 0 | 21 |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.129 | — |
| 2023 | 0.186 | — |
| 2022 | -0.056 | — |
| 2021 | 0.283 | — |
| 2020 | -0.054 | — |
| 2019 | 0.287 | — |
| 2018 | -0.067 | — |
| 2017 | 0.135 | — |
| 2016 | 0.056 | — |
| 2015 | 0.056 | — |
| 2014 | 0.129 | — |
| 2013 | 0.225 | — |
| 2012 | 0.113 | — |
| 2011 | -0.085 | — |
| 2010 | -0.049 | — |
| 2009 | 0.229 | — |
| 2008 | -0.331 | — |
| 2007 | 0.100 | — |
| 2006 | 0.113 | — |
| 2005 | 0.302 | — |
| 2004 | 0.080 | — |
| 2003 | 0.136 | — |
| 2002 | -0.337 | — |
| 2001 | -0.124 | — |
| 2000 | 0.008 | — |
| 1999 | 0.224 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | 0.062 | 0.020 | — |
| 2024 | 0.115 | 0.002 | 0.028 | -0.018 |
| 2023 | 0.105 | 0.081 | -0.044 | 0.039 |
| 2022 | -0.058 | -0.068 | -0.038 | 0.118 |
| 2021 | 0.109 | 0.052 | 0.009 | 0.090 |
| 2020 | -0.188 | 0.088 | 0.031 | 0.039 |
| 2019 | 0.136 | 0.048 | 0.041 | 0.038 |
| 2018 | 0.002 | 0.056 | 0.001 | -0.119 |
| 2017 | 0.054 | 0.024 | 0.023 | 0.028 |
| 2016 | -0.074 | 0.012 | 0.068 | 0.056 |
| 2015 | 0.152 | -0.034 | -0.085 | 0.038 |
| 2014 | 0.033 | 0.063 | -0.003 | 0.032 |
| 2013 | 0.028 | 0.028 | 0.075 | 0.079 |
| 2012 | 0.049 | -0.029 | 0.038 | 0.053 |
| 2011 | -0.004 | 0.021 | -0.152 | 0.060 |
| 2010 | -0.025 | -0.087 | 0.036 | 0.031 |
| 2009 | -0.111 | 0.196 | 0.085 | 0.065 |
| 2008 | -0.168 | -0.022 | -0.071 | -0.114 |
| 2007 | 0.053 | 0.064 | -0.022 | 0.004 |
| 2006 | 0.066 | -0.047 | 0.069 | 0.024 |
| 2005 | 0.062 | 0.100 | 0.069 | 0.042 |
| 2004 | 0.047 | 0.006 | -0.015 | 0.042 |
| 2003 | -0.114 | 0.176 | -0.023 | 0.117 |
| 2002 | -0.031 | -0.167 | -0.213 | 0.043 |
| 2001 | -0.085 | 0.021 | -0.132 | 0.081 |
| 2000 | 0.013 | -0.026 | 0.030 | -0.009 |
| 1999 | 0.002 | 0.025 | -0.042 | 0.244 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.135 |
| 5 years | 0.125 |
| 10 years | 0.089 |
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