Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.131 | 0 | 61 |
| 1 month | -0.008 | 0 | 74 |
| 3 months | 0.017 | 0 | 61 |
| 1 year | 0.079 | 0 | 55 |
| 3 years | 0.110 | 0 | 66 |
| 5 years | 0.088 | 0 | 62 |
| 10 years | 0.087 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.032 | — |
| 2023 | 0.100 | — |
| 2022 | -0.024 | — |
| 2021 | 0.147 | — |
| 2020 | 0.080 | — |
| 2019 | 0.176 | — |
| 2018 | -0.150 | — |
| 2017 | 0.195 | — |
| 2016 | 0.170 | — |
| 2015 | 0.112 | — |
| 2014 | 0.039 | — |
| 2013 | 0.247 | — |
| 2012 | 0.163 | — |
| 2011 | -0.130 | — |
| 2010 | 0.185 | — |
| 2009 | 0.268 | — |
| 2008 | -0.230 | — |
| 2007 | 0.048 | — |
| 2006 | 0.274 | — |
| 2005 | 0.226 | — |
| 2004 | 0.237 | — |
| 2003 | 0.329 | — |
| 2002 | -0.165 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | 0.097 | — | — |
| 2024 | 0.077 | 0.008 | -0.027 | -0.022 |
| 2023 | 0.061 | -0.011 | -0.008 | 0.058 |
| 2022 | -0.050 | -0.072 | -0.024 | 0.135 |
| 2021 | 0.037 | 0.058 | 0.033 | 0.013 |
| 2020 | -0.188 | 0.220 | 0.036 | 0.051 |
| 2019 | 0.070 | 0.092 | -0.005 | 0.012 |
| 2018 | -0.051 | 0.031 | 0.016 | -0.145 |
| 2017 | 0.073 | 0.084 | 0.021 | 0.006 |
| 2016 | 0.025 | 0.026 | 0.092 | 0.018 |
| 2015 | 0.120 | -0.039 | -0.054 | 0.092 |
| 2014 | 0.024 | -0.008 | -0.028 | 0.053 |
| 2013 | 0.148 | 0.004 | 0.030 | 0.051 |
| 2012 | 0.081 | -0.063 | 0.076 | 0.067 |
| 2011 | 0.020 | 0.003 | -0.186 | 0.044 |
| 2010 | 0.080 | -0.111 | 0.112 | 0.110 |
| 2009 | -0.092 | 0.113 | 0.225 | 0.024 |
| 2008 | -0.035 | -0.032 | -0.139 | -0.042 |
| 2007 | 0.051 | 0.042 | -0.044 | 0.001 |
| 2006 | 0.153 | -0.030 | 0.050 | 0.085 |
| 2005 | 0.037 | 0.023 | 0.091 | 0.060 |
| 2004 | -0.014 | 0.068 | 0.049 | 0.119 |
| 2003 | -0.051 | 0.183 | 0.074 | 0.102 |
| 2002 | 0.039 | -0.045 | -0.226 | 0.088 |
| 2001 | 0.084 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.090 |
| 5 years | 0.077 |
| 10 years | 0.081 |