Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.090 | 0 | 26 |
| 1 month | -0.014 | 0 | 93 |
| 3 months | 0.056 | 0 | 22 |
| 1 year | 0.099 | 0 | 17 |
| 3 years | 0.159 | 0 | 1 |
| 5 years | 0.114 | 0 | 2 |
| 10 years | 0.088 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.219 | — |
| 2023 | 0.260 | — |
| 2022 | -0.232 | — |
| 2021 | 0.302 | — |
| 2020 | 0.125 | — |
| 2019 | 0.281 | — |
| 2018 | -0.119 | — |
| 2017 | 0.059 | — |
| 2016 | 0.077 | — |
| 2015 | 0.061 | — |
| 2014 | 0.148 | — |
| 2013 | 0.172 | — |
| 2012 | 0.118 | — |
| 2011 | -0.109 | — |
| 2010 | 0.185 | — |
| 2009 | 0.288 | — |
| 2008 | -0.396 | — |
| 2007 | 0.031 | — |
| 2006 | 0.090 | — |
| 2005 | 0.260 | — |
| 2004 | 0.053 | — |
| 2003 | 0.137 | — |
| 2002 | -0.305 | — |
| 2001 | -0.199 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.073 | 0.084 | 0.058 | — |
| 2024 | 0.139 | 0.063 | -0.029 | 0.036 |
| 2023 | 0.092 | 0.076 | -0.009 | 0.083 |
| 2022 | -0.090 | -0.154 | -0.014 | 0.012 |
| 2021 | 0.073 | 0.080 | 0.017 | 0.105 |
| 2020 | -0.161 | 0.187 | 0.047 | 0.079 |
| 2019 | 0.146 | 0.003 | 0.042 | 0.070 |
| 2018 | -0.038 | 0.056 | 0.012 | -0.143 |
| 2017 | 0.045 | -0.026 | 0.015 | 0.025 |
| 2016 | -0.046 | 0.005 | 0.032 | 0.089 |
| 2015 | 0.149 | -0.048 | -0.094 | 0.070 |
| 2014 | 0.022 | 0.038 | 0.035 | 0.046 |
| 2013 | 0.084 | -0.009 | 0.020 | 0.069 |
| 2012 | 0.088 | -0.019 | 0.047 | 0.001 |
| 2011 | -0.040 | -0.023 | -0.115 | 0.074 |
| 2010 | 0.060 | -0.008 | 0.026 | 0.098 |
| 2009 | -0.045 | 0.114 | 0.135 | 0.067 |
| 2008 | -0.132 | -0.005 | -0.124 | -0.202 |
| 2007 | 0.023 | 0.055 | -0.019 | -0.026 |
| 2006 | 0.056 | -0.065 | 0.039 | 0.064 |
| 2005 | 0.022 | 0.082 | 0.082 | 0.053 |
| 2004 | 0.035 | 0.010 | -0.017 | 0.025 |
| 2003 | -0.047 | 0.097 | 0.038 | 0.048 |
| 2002 | -0.004 | -0.181 | -0.156 | 0.009 |
| 2001 | -0.157 | 0.062 | -0.228 | 0.160 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.147 |
| 5 years | 0.107 |
| 10 years | 0.084 |
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