Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.112 | 0 | 7 |
| 1 month | 0.013 | 0 | 11 |
| 3 months | 0.037 | 0 | 9 |
| 1 year | 0.120 | 0 | 10 |
| 3 years | 0.050 | 0 | — |
| 5 years | 0.076 | 0 | — |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.107 | — |
| 2023 | 0.019 | — |
| 2022 | -0.186 | — |
| 2021 | 0.112 | — |
| 2020 | 0.067 | — |
| 2019 | 0.220 | — |
| 2018 | -0.282 | — |
| 2017 | 0.219 | — |
| 2016 | 0.086 | — |
| 2015 | 0.234 | — |
| 2014 | 0.054 | — |
| 2013 | 0.168 | — |
| 2012 | 0.207 | — |
| 2011 | -0.188 | — |
| 2010 | 0.136 | — |
| 2009 | 0.495 | — |
| 2008 | -0.452 | — |
| 2007 | -0.033 | — |
| 2006 | 0.280 | — |
| 2005 | 0.215 | — |
| 2004 | 0.057 | — |
| 2003 | 0.174 | — |
| 2002 | -0.325 | — |
| 2001 | -0.183 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.097 | — | — | — |
| 2024 | 0.108 | 0.006 | 0.021 | -0.028 |
| 2023 | 0.077 | -0.014 | -0.062 | 0.023 |
| 2022 | -0.103 | -0.115 | -0.064 | 0.096 |
| 2021 | 0.034 | 0.016 | 0.000 | 0.059 |
| 2020 | -0.234 | 0.212 | 0.062 | 0.082 |
| 2019 | 0.100 | 0.037 | 0.006 | 0.063 |
| 2018 | -0.045 | 0.019 | -0.051 | -0.222 |
| 2017 | 0.080 | 0.096 | 0.037 | -0.006 |
| 2016 | -0.032 | -0.023 | 0.092 | 0.052 |
| 2015 | 0.167 | 0.025 | -0.038 | 0.072 |
| 2014 | 0.131 | -0.001 | -0.082 | 0.016 |
| 2013 | -0.002 | 0.014 | 0.081 | 0.068 |
| 2012 | 0.178 | -0.097 | 0.091 | 0.040 |
| 2011 | 0.029 | 0.008 | -0.218 | 0.001 |
| 2010 | 0.051 | -0.083 | 0.084 | 0.087 |
| 2009 | -0.036 | 0.228 | 0.250 | 0.010 |
| 2008 | -0.144 | -0.043 | -0.132 | -0.228 |
| 2007 | 0.077 | 0.074 | -0.076 | -0.095 |
| 2006 | 0.153 | -0.045 | 0.031 | 0.128 |
| 2005 | 0.066 | 0.049 | 0.086 | 0.000 |
| 2004 | 0.028 | 0.024 | -0.035 | 0.042 |
| 2003 | -0.156 | 0.219 | 0.042 | 0.094 |
| 2002 | 0.064 | -0.174 | -0.279 | 0.066 |
| 2001 | -0.118 | 0.019 | -0.231 | 0.182 |
| 2000 | -0.001 | -0.027 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.120 |
| 3 years | 0.050 |
| 5 years | 0.076 |
| 10 years | 0.036 |