Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.132 | 0 | 73 |
| 1 month | 0.080 | 0 | 33 |
| 3 months | 0.120 | 0 | 52 |
| 1 year | 0.069 | 0 | 71 |
| 3 years | 0.053 | 0 | 61 |
| 5 years | 0.053 | 0 | 40 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.014 | — |
| 2023 | 0.017 | — |
| 2022 | -0.057 | — |
| 2021 | 0.136 | — |
| 2020 | 0.134 | — |
| 2019 | 0.237 | — |
| 2018 | 0.045 | — |
| 2017 | 0.212 | — |
| 2016 | -0.085 | — |
| 2015 | 0.041 | — |
| 2014 | 0.238 | — |
| 2013 | 0.423 | — |
| 2012 | 0.164 | — |
| 2011 | 0.049 | — |
| 2010 | 0.011 | — |
| 2009 | 0.229 | — |
| 2008 | -0.247 | — |
| 2007 | 0.193 | — |
| 2006 | 0 | — |
| 2005 | 0.080 | — |
| 2004 | 0.108 | — |
| 2003 | 0.225 | — |
| 2002 | -0.280 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | -0.047 | 0.023 | — |
| 2024 | 0.083 | 0.018 | 0.021 | -0.099 |
| 2023 | -0.020 | 0.026 | -0.030 | 0.042 |
| 2022 | -0.033 | -0.071 | -0.054 | 0.110 |
| 2021 | 0.003 | 0.082 | -0.011 | 0.058 |
| 2020 | -0.113 | 0.139 | 0.056 | 0.064 |
| 2019 | 0.081 | 0.016 | 0.003 | 0.123 |
| 2018 | -0.019 | 0.058 | 0.111 | -0.093 |
| 2017 | 0.094 | 0.075 | 0.008 | 0.022 |
| 2016 | -0.095 | 0.057 | 0.010 | -0.052 |
| 2015 | 0.079 | 0.015 | -0.116 | 0.075 |
| 2014 | 0.055 | 0.049 | 0.041 | 0.074 |
| 2013 | 0.172 | 0.019 | 0.111 | 0.073 |
| 2012 | 0.105 | -0.012 | 0.070 | -0.004 |
| 2011 | 0.097 | 0.053 | -0.144 | 0.061 |
| 2010 | 0.042 | -0.138 | 0.100 | 0.022 |
| 2009 | -0.055 | 0.117 | 0.071 | 0.087 |
| 2008 | -0.180 | 0.064 | -0.037 | -0.103 |
| 2007 | 0.043 | 0.048 | 0.065 | 0.025 |
| 2006 | 0.042 | -0.085 | 0.018 | 0.030 |
| 2005 | -0.085 | 0.080 | 0.063 | 0.027 |
| 2004 | 0.036 | -0.020 | -0.025 | 0.121 |
| 2003 | 0.030 | 0.141 | -0.023 | 0.067 |
| 2002 | -0.079 | -0.128 | -0.122 | 0.021 |
| 2001 | -0.124 | 0.164 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.042 |
| 5 years | 0.047 |
| 10 years | 0.071 |
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