Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | — | — | — |
| 1 month | — | — | — |
| 3 months | — | — | — |
| 1 year | — | — | — |
| 3 years | — | — | — |
| 5 years | — | — | — |
| 10 years | — | — | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.266 | — |
| 2023 | 0.198 | — |
| 2022 | -0.136 | — |
| 2021 | 0.309 | — |
| 2020 | 0.063 | — |
| 2019 | 0.298 | — |
| 2018 | -0.042 | — |
| 2017 | 0.075 | — |
| 2016 | 0.099 | — |
| 2015 | 0.101 | — |
| 2014 | 0.190 | — |
| 2013 | 0.209 | — |
| 2012 | 0.141 | — |
| 2011 | -0.068 | — |
| 2010 | 0.234 | — |
| 2009 | 0.290 | — |
| 2008 | -0.397 | — |
| 2007 | 0.009 | — |
| 2006 | 0.097 | — |
| 2005 | 0.293 | — |
| 2004 | 0.105 | — |
| 2003 | 0.149 | — |
| 2002 | -0.345 | — |
| 2001 | -0.163 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | 0.025 | 0.069 | — |
| 2024 | 0.115 | 0.034 | 0.020 | 0.077 |
| 2023 | 0.060 | 0.065 | -0.006 | 0.068 |
| 2022 | -0.033 | -0.110 | 0.000 | 0.004 |
| 2021 | 0.092 | 0.067 | 0.023 | 0.099 |
| 2020 | -0.193 | 0.166 | 0.033 | 0.093 |
| 2019 | 0.144 | 0.025 | 0.049 | 0.055 |
| 2018 | -0.037 | 0.071 | 0.055 | -0.119 |
| 2017 | 0.048 | -0.025 | 0.012 | 0.039 |
| 2016 | -0.052 | 0.034 | 0.037 | 0.082 |
| 2015 | 0.153 | -0.035 | -0.086 | 0.083 |
| 2014 | 0.013 | 0.054 | 0.058 | 0.054 |
| 2013 | 0.104 | -0.005 | 0.037 | 0.060 |
| 2012 | 0.087 | -0.004 | 0.053 | 0.001 |
| 2011 | 0.005 | -0.037 | -0.133 | 0.111 |
| 2010 | 0.109 | -0.019 | 0.031 | 0.099 |
| 2009 | -0.075 | 0.186 | 0.132 | 0.039 |
| 2008 | -0.126 | -0.008 | -0.091 | -0.234 |
| 2007 | 0.031 | 0.046 | -0.007 | -0.058 |
| 2006 | 0.033 | -0.055 | 0.065 | 0.055 |
| 2005 | 0.059 | 0.076 | 0.074 | 0.056 |
| 2004 | 0.060 | 0.022 | 0.003 | 0.017 |
| 2003 | -0.075 | 0.131 | 0.052 | 0.044 |
| 2002 | -0.004 | -0.200 | -0.194 | 0.021 |
| 2001 | -0.128 | 0.065 | -0.220 | 0.156 |
| 2000 | -0.044 | -0.025 | -0.137 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.109 |
| 3 years | 0.162 |
| 5 years | 0.141 |
| 10 years | 0.116 |
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