Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.066 | 0 | 70 |
| 1 month | -0.003 | 0 | 70 |
| 3 months | 0.039 | 0 | 36 |
| 1 year | 0.065 | 0 | 71 |
| 3 years | 0.070 | 0 | 71 |
| 5 years | 0.058 | 0 | 58 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.096 | — |
| 2022 | -0.095 | — |
| 2021 | 0.146 | — |
| 2020 | -0.043 | — |
| 2019 | 0.144 | — |
| 2018 | -0.068 | — |
| 2017 | 0.063 | — |
| 2016 | 0.028 | — |
| 2015 | 0.070 | — |
| 2014 | 0.029 | — |
| 2013 | 0.114 | — |
| 2012 | 0.139 | — |
| 2011 | -0.093 | — |
| 2010 | -0.031 | — |
| 2009 | 0.270 | — |
| 2008 | -0.382 | — |
| 2007 | 0.000 | — |
| 2006 | 0.113 | — |
| 2005 | 0.116 | — |
| 2004 | 0.054 | — |
| 2003 | 0.098 | — |
| 2002 | -0.169 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | 0.018 | 0.033 | — |
| 2024 | 0.047 | 0.015 | 0.019 | -0.004 |
| 2023 | 0.038 | 0.020 | -0.019 | 0.055 |
| 2022 | -0.044 | -0.047 | -0.023 | 0.016 |
| 2021 | 0.044 | 0.041 | 0.003 | 0.051 |
| 2020 | -0.160 | 0.071 | 0.006 | 0.057 |
| 2019 | 0.073 | 0.012 | 0.021 | 0.032 |
| 2018 | -0.032 | 0.024 | 0.020 | -0.079 |
| 2017 | 0.039 | -0.006 | 0.016 | 0.013 |
| 2016 | -0.050 | 0.010 | 0.023 | 0.047 |
| 2015 | 0.136 | -0.036 | -0.069 | 0.050 |
| 2014 | 0.038 | 0.023 | 0.009 | -0.040 |
| 2013 | -0.021 | 0.009 | 0.082 | 0.042 |
| 2012 | 0.050 | -0.043 | 0.060 | 0.069 |
| 2011 | 0.026 | -0.001 | -0.151 | 0.043 |
| 2010 | 0.019 | -0.092 | 0.039 | 0.007 |
| 2009 | -0.036 | 0.102 | 0.149 | 0.040 |
| 2008 | -0.126 | -0.029 | -0.074 | -0.214 |
| 2007 | 0.018 | 0.027 | -0.022 | -0.021 |
| 2006 | 0.040 | -0.021 | 0.058 | 0.033 |
| 2005 | 0.020 | 0.034 | 0.037 | 0.020 |
| 2004 | 0.010 | 0.011 | -0.011 | 0.044 |
| 2003 | -0.067 | 0.105 | -0.007 | 0.071 |
| 2002 | 0.006 | -0.067 | -0.148 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | 0.070 |
| 5 years | 0.058 |
| 10 years | 0.035 |
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