Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.167 | 0 | 19 |
| 1 month | 0.005 | 0 | 53 |
| 3 months | 0.052 | 0 | 22 |
| 1 year | 0.155 | 0 | 26 |
| 3 years | 0.120 | 0 | 27 |
| 5 years | 0.111 | 0 | 20 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.159 | — |
| 2022 | -0.097 | — |
| 2021 | 0.252 | — |
| 2020 | -0.031 | — |
| 2019 | 0.267 | — |
| 2018 | -0.111 | — |
| 2017 | 0.107 | — |
| 2016 | 0.016 | — |
| 2015 | 0.093 | — |
| 2014 | 0.067 | — |
| 2013 | 0.194 | — |
| 2012 | 0.166 | — |
| 2011 | -0.085 | — |
| 2010 | 0.118 | — |
| 2009 | 0.320 | — |
| 2008 | -0.440 | — |
| 2007 | 0.026 | — |
| 2006 | 0.193 | — |
| 2005 | 0.256 | — |
| 2004 | 0.116 | — |
| 2003 | 0.142 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.062 | 0.025 | 0.035 | — |
| 2024 | 0.075 | 0.014 | 0.023 | -0.033 |
| 2023 | 0.086 | 0.025 | -0.021 | 0.064 |
| 2022 | -0.056 | -0.089 | -0.042 | 0.096 |
| 2021 | 0.080 | 0.065 | 0.008 | 0.080 |
| 2020 | -0.227 | 0.126 | 0.001 | 0.112 |
| 2019 | 0.133 | 0.032 | 0.025 | 0.057 |
| 2018 | -0.045 | 0.041 | 0.013 | -0.117 |
| 2017 | 0.063 | 0.008 | 0.026 | 0.007 |
| 2016 | -0.077 | 0.000 | 0.042 | 0.056 |
| 2015 | 0.171 | -0.031 | -0.089 | 0.058 |
| 2014 | 0.024 | 0.041 | 0.007 | -0.007 |
| 2013 | 0.057 | -0.017 | 0.089 | 0.055 |
| 2012 | 0.077 | -0.028 | 0.071 | 0.040 |
| 2011 | 0.001 | 0.004 | -0.163 | 0.088 |
| 2010 | 0.043 | -0.062 | 0.070 | 0.068 |
| 2009 | -0.099 | 0.187 | 0.178 | 0.048 |
| 2008 | -0.156 | -0.035 | -0.113 | -0.223 |
| 2007 | 0.028 | 0.068 | -0.034 | -0.032 |
| 2006 | 0.078 | -0.029 | 0.065 | 0.070 |
| 2005 | 0.049 | 0.064 | 0.081 | 0.041 |
| 2004 | 0.033 | 0.031 | -0.009 | 0.057 |
| 2003 | -0.097 | 0.117 | 0.021 | 0.108 |
| 2002 | -0.005 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.153 |
| 3 years | 0.120 |
| 5 years | 0.111 |
| 10 years | 0.068 |
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