Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.064 | 0 | — |
| 1 month | -0.049 | 0 | — |
| 3 months | -0.097 | 0 | — |
| 1 year | 0.129 | 0 | — |
| 3 years | 0.156 | 0 | — |
| 5 years | 0.148 | 0 | — |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.313 | — |
| 2023 | 0.196 | — |
| 2022 | -0.042 | — |
| 2021 | 0.248 | — |
| 2020 | 0.086 | — |
| 2019 | 0.250 | — |
| 2018 | 0.081 | — |
| 2017 | 0.095 | — |
| 2016 | 0.021 | — |
| 2015 | 0.175 | — |
| 2014 | 0.233 | — |
| 2013 | 0.385 | — |
| 2012 | 0.128 | — |
| 2011 | 0.000 | — |
| 2010 | 0.109 | — |
| 2009 | 0.207 | — |
| 2008 | -0.212 | — |
| 2007 | -0.146 | — |
| 2006 | 0.197 | — |
| 2005 | -0.006 | — |
| 2004 | 0.006 | — |
| 2003 | 0.027 | — |
| 2002 | -0.321 | — |
| 2001 | -0.145 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.114 | 0.049 | 0.042 | 0.077 |
| 2023 | 0.039 | 0.064 | 0.003 | 0.079 |
| 2022 | -0.054 | -0.076 | 0.013 | 0.081 |
| 2021 | 0.030 | 0.066 | 0.031 | 0.103 |
| 2020 | -0.123 | 0.126 | 0.061 | 0.036 |
| 2019 | 0.097 | 0.047 | 0.041 | 0.045 |
| 2018 | 0.007 | 0.058 | 0.065 | -0.047 |
| 2017 | 0.035 | -0.011 | 0.004 | 0.065 |
| 2016 | -0.059 | 0.003 | 0.048 | 0.033 |
| 2015 | 0.106 | -0.013 | -0.022 | 0.101 |
| 2014 | 0.082 | 0.036 | 0.040 | 0.057 |
| 2013 | 0.131 | 0.046 | 0.050 | 0.116 |
| 2012 | 0.106 | -0.040 | 0.045 | 0.017 |
| 2011 | 0.020 | -0.015 | -0.073 | 0.073 |
| 2010 | 0.021 | -0.079 | 0.094 | 0.077 |
| 2009 | -0.033 | 0.112 | 0.074 | 0.046 |
| 2008 | -0.044 | -0.050 | 0.019 | -0.149 |
| 2007 | -0.019 | -0.019 | -0.044 | -0.072 |
| 2006 | 0.088 | -0.051 | 0.034 | 0.121 |
| 2005 | -0.056 | 0.053 | -0.014 | 0.014 |
| 2004 | 0.032 | 0.045 | -0.108 | 0.047 |
| 2003 | -0.077 | 0.029 | 0.034 | 0.047 |
| 2002 | -0.059 | -0.216 | -0.109 | 0.032 |
| 2001 | -0.133 | 0.031 | -0.138 | 0.109 |
| 2000 | -0.022 | -0.069 | -0.173 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.129 |
| 3 years | 0.156 |
| 5 years | 0.148 |
| 10 years | 0.121 |