Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.094 | 0 | 47 |
| 1 month | 0.006 | 0 | 85 |
| 3 months | 0.003 | 0 | 62 |
| 1 year | 0.070 | 0 | 43 |
| 3 years | 0.147 | 0 | 4 |
| 5 years | 0.146 | 0 | 10 |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.203 | — |
| 2022 | -0.043 | — |
| 2021 | 0.166 | — |
| 2020 | 0.023 | — |
| 2019 | 0.206 | — |
| 2018 | -0.107 | — |
| 2017 | 0.140 | — |
| 2016 | 0.209 | — |
| 2015 | 0.003 | — |
| 2014 | -0.024 | — |
| 2013 | 0.242 | — |
| 2012 | 0.156 | — |
| 2011 | -0.163 | — |
| 2010 | -0.064 | — |
| 2009 | 0.162 | — |
| 2008 | -0.254 | — |
| 2007 | 0.189 | — |
| 2006 | 0.147 | — |
| 2005 | 0.203 | — |
| 2004 | 0.088 | — |
| 2003 | 0.270 | — |
| 2002 | -0.323 | — |
| 2001 | -0.218 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.088 | — | — | — |
| 2024 | 0.115 | -0.025 | 0.002 | -0.021 |
| 2023 | 0.135 | 0.016 | -0.042 | 0.088 |
| 2022 | -0.085 | -0.078 | -0.018 | 0.156 |
| 2021 | 0.059 | 0.059 | 0.001 | 0.039 |
| 2020 | -0.218 | 0.209 | -0.011 | 0.094 |
| 2019 | 0.073 | 0.102 | 0.016 | 0.004 |
| 2018 | -0.052 | 0.042 | 0.007 | -0.102 |
| 2017 | 0.066 | 0.029 | 0.052 | -0.012 |
| 2016 | -0.005 | 0.026 | 0.090 | 0.087 |
| 2015 | 0.093 | -0.075 | -0.054 | 0.049 |
| 2014 | 0.015 | 0.010 | -0.028 | -0.020 |
| 2013 | 0.036 | 0.029 | 0.086 | 0.074 |
| 2012 | 0.073 | -0.080 | 0.074 | 0.091 |
| 2011 | 0.070 | 0.030 | -0.271 | 0.041 |
| 2010 | -0.010 | -0.166 | 0.121 | 0.011 |
| 2009 | -0.179 | 0.095 | 0.285 | 0.005 |
| 2008 | -0.110 | -0.055 | -0.093 | -0.022 |
| 2007 | 0.024 | 0.083 | 0.012 | 0.060 |
| 2006 | 0.091 | -0.044 | 0.048 | 0.050 |
| 2005 | 0.006 | 0.038 | 0.091 | 0.057 |
| 2004 | -0.048 | 0.036 | -0.009 | 0.113 |
| 2003 | -0.103 | 0.221 | -0.006 | 0.167 |
| 2002 | -0.006 | -0.115 | -0.317 | 0.126 |
| 2001 | -0.133 | -0.010 | -0.203 | 0.144 |
| 2000 | 0.018 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.126 |
| 5 years | 0.134 |
| 10 years | 0.077 |