Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.072 | 0 | 86 |
| 1 month | -0.001 | 0 | 75 |
| 3 months | 0.012 | 0 | 95 |
| 1 year | 0.060 | 0 | 90 |
| 3 years | 0.101 | 0 | 55 |
| 5 years | 0.077 | 0 | 71 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.126 | — |
| 2022 | -0.137 | — |
| 2021 | 0.189 | — |
| 2020 | -0.095 | — |
| 2019 | 0.229 | — |
| 2018 | -0.102 | — |
| 2017 | 0.059 | — |
| 2016 | 0.054 | — |
| 2015 | 0.077 | — |
| 2014 | 0.072 | — |
| 2013 | 0.186 | — |
| 2012 | 0.194 | — |
| 2011 | -0.034 | — |
| 2010 | 0.050 | — |
| 2009 | 0.193 | — |
| 2008 | -0.382 | — |
| 2007 | -0.015 | — |
| 2006 | 0.175 | — |
| 2005 | 0.251 | — |
| 2004 | 0.148 | — |
| 2003 | 0.166 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | 0.026 | -0.003 | — |
| 2024 | 0.048 | 0.028 | 0.059 | 0.003 |
| 2023 | 0.059 | 0.033 | -0.003 | 0.032 |
| 2022 | -0.082 | -0.066 | -0.066 | 0.076 |
| 2021 | 0.076 | 0.032 | 0.015 | 0.055 |
| 2020 | -0.251 | 0.130 | -0.018 | 0.088 |
| 2019 | 0.137 | 0.020 | -0.013 | 0.074 |
| 2018 | -0.054 | 0.086 | 0.006 | -0.131 |
| 2017 | 0.046 | -0.006 | 0.009 | 0.010 |
| 2016 | -0.066 | 0.014 | 0.033 | 0.077 |
| 2015 | 0.181 | -0.037 | -0.097 | 0.049 |
| 2014 | 0.006 | 0.048 | 0.010 | 0.007 |
| 2013 | 0.072 | -0.005 | 0.059 | 0.051 |
| 2012 | 0.102 | -0.010 | 0.064 | 0.028 |
| 2011 | 0.007 | 0.012 | -0.150 | 0.114 |
| 2010 | 0.022 | -0.067 | 0.021 | 0.077 |
| 2009 | -0.122 | 0.154 | 0.135 | 0.038 |
| 2008 | -0.161 | -0.047 | -0.066 | -0.173 |
| 2007 | 0.027 | 0.038 | -0.045 | -0.032 |
| 2006 | 0.073 | -0.042 | 0.061 | 0.077 |
| 2005 | 0.045 | 0.061 | 0.091 | 0.034 |
| 2004 | 0.063 | 0.006 | 0.000 | 0.074 |
| 2003 | -0.128 | 0.181 | 0.051 | 0.077 |
| 2002 | 0.054 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.101 |
| 5 years | 0.077 |
| 10 years | 0.041 |
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