Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.451 | 0 | 27 |
| 1 month | 0.025 | 0 | 19 |
| 3 months | 0.101 | 0 | 19 |
| 1 year | 0.446 | 0 | 26 |
| 3 years | 0.290 | 0 | 20 |
| 5 years | 0.183 | 0 | 28 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.185 | — |
| 2023 | 0.265 | — |
| 2022 | -0.031 | — |
| 2021 | 0.095 | — |
| 2020 | -0.138 | — |
| 2019 | 0.153 | — |
| 2018 | -0.126 | — |
| 2017 | 0.099 | — |
| 2016 | 0.014 | — |
| 2015 | -0.046 | — |
| 2014 | 0.074 | — |
| 2013 | 0.263 | — |
| 2012 | 0.015 | — |
| 2011 | -0.085 | — |
| 2010 | -0.139 | — |
| 2009 | 0.362 | — |
| 2008 | -0.368 | — |
| 2007 | 0.093 | — |
| 2006 | 0.342 | — |
| 2005 | 0.204 | — |
| 2004 | 0.193 | — |
| 2003 | 0.304 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.136 | 0.080 | 0.111 | — |
| 2024 | 0.103 | 0.000 | 0.092 | -0.016 |
| 2023 | 0.125 | 0.055 | -0.012 | 0.079 |
| 2022 | -0.029 | -0.030 | -0.084 | 0.124 |
| 2021 | 0.063 | 0.036 | 0.000 | -0.006 |
| 2020 | -0.289 | 0.078 | -0.069 | 0.209 |
| 2019 | 0.086 | 0.010 | 0.007 | 0.043 |
| 2018 | -0.041 | 0.016 | -0.021 | -0.083 |
| 2017 | 0.121 | 0.009 | -0.004 | -0.025 |
| 2016 | -0.082 | -0.049 | 0.080 | 0.075 |
| 2015 | 0.125 | -0.056 | -0.108 | 0.007 |
| 2014 | 0.050 | 0.066 | -0.001 | -0.040 |
| 2013 | -0.023 | -0.010 | 0.198 | 0.090 |
| 2012 | -0.056 | -0.087 | 0.099 | 0.071 |
| 2011 | 0.082 | -0.004 | -0.165 | 0.017 |
| 2010 | -0.089 | -0.132 | 0.143 | -0.048 |
| 2009 | -0.141 | 0.273 | 0.210 | 0.028 |
| 2008 | -0.122 | -0.083 | -0.078 | -0.149 |
| 2007 | 0.039 | 0.023 | -0.015 | 0.044 |
| 2006 | 0.108 | -0.018 | 0.125 | 0.097 |
| 2005 | 0.023 | 0.063 | 0.110 | -0.004 |
| 2004 | 0.040 | 0.013 | -0.001 | 0.134 |
| 2003 | -0.022 | 0.171 | -0.015 | 0.156 |
| 2002 | -0.161 | -0.211 | 0.113 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.446 |
| 3 years | 0.290 |
| 5 years | 0.183 |
| 10 years | 0.075 |
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