Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.138 | 0 | — |
| 1 month | 0.004 | 0 | — |
| 3 months | 0.019 | 0 | — |
| 1 year | 0.138 | 0 | — |
| 3 years | 0.109 | 0 | — |
| 5 years | 0.076 | 0 | — |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.126 | — |
| 2022 | -0.053 | — |
| 2021 | 0.098 | — |
| 2020 | -0.059 | — |
| 2019 | 0.182 | — |
| 2018 | -0.081 | — |
| 2017 | 0.072 | — |
| 2016 | 0.007 | — |
| 2015 | 0.084 | — |
| 2014 | 0.069 | — |
| 2013 | 0.129 | — |
| 2012 | 0.191 | — |
| 2011 | -0.126 | — |
| 2010 | 0.006 | — |
| 2009 | 0.199 | — |
| 2008 | -0.283 | — |
| 2007 | 0.019 | — |
| 2006 | 0.120 | — |
| 2005 | — | — |
| 2004 | — | — |
| 2003 | 0.120 | — |
| 2002 | -0.139 | — |
| 2001 | -0.165 | — |
| 2000 | 0.077 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.080 | 0.020 | 0.009 | — |
| 2024 | 0.052 | 0.003 | 0.032 | -0.003 |
| 2023 | 0.049 | 0.025 | -0.006 | 0.054 |
| 2022 | -0.024 | -0.052 | -0.039 | 0.066 |
| 2021 | 0.051 | 0.010 | 0.008 | 0.025 |
| 2020 | -0.167 | 0.080 | -0.006 | 0.053 |
| 2019 | 0.090 | 0.029 | 0.022 | 0.031 |
| 2018 | -0.027 | 0.006 | 0.012 | -0.073 |
| 2017 | 0.027 | 0.026 | 0.022 | -0.004 |
| 2016 | -0.035 | -0.032 | 0.021 | 0.055 |
| 2015 | 0.121 | -0.012 | -0.054 | 0.034 |
| 2014 | 0.049 | 0.027 | 0.001 | -0.008 |
| 2013 | -0.006 | 0.021 | 0.070 | 0.039 |
| 2012 | 0.119 | -0.070 | 0.095 | 0.046 |
| 2011 | 0.030 | -0.015 | -0.140 | 0.002 |
| 2010 | 0.014 | -0.065 | 0.042 | 0.018 |
| 2009 | -0.077 | 0.123 | 0.130 | 0.023 |
| 2008 | -0.119 | 0.017 | -0.089 | -0.121 |
| 2007 | 0.000 | 0.056 | -0.024 | -0.012 |
| 2006 | 0.047 | -0.047 | 0.063 | 0.057 |
| 2005 | 0.015 | — | — | — |
| 2004 | 0.029 | 0.031 | — | — |
| 2003 | -0.052 | 0.119 | 0.009 | 0.046 |
| 2002 | 0.021 | -0.115 | -0.115 | 0.077 |
| 2001 | -0.078 | -0.023 | -0.147 | 0.086 |
| 2000 | 0.160 | -0.017 | -0.016 | -0.040 |
| 1999 | 0.203 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.138 |
| 3 years | 0.109 |
| 5 years | 0.076 |
| 10 years | 0.045 |
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