Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 73 |
| 1 month | -0.019 | 0 | 92 |
| 3 months | 0.038 | 0 | 77 |
| 1 year | 0.016 | 0 | 76 |
| 3 years | 0.097 | 0 | 70 |
| 5 years | 0.080 | 0 | 76 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.197 | — |
| 2023 | 0.142 | — |
| 2022 | -0.184 | — |
| 2021 | 0.234 | — |
| 2020 | 0.097 | — |
| 2019 | 0.279 | — |
| 2018 | -0.085 | — |
| 2017 | 0.086 | — |
| 2016 | 0.060 | — |
| 2015 | 0.097 | — |
| 2014 | 0.165 | — |
| 2013 | 0.169 | — |
| 2012 | 0.124 | — |
| 2011 | -0.094 | — |
| 2010 | 0.157 | — |
| 2009 | 0.256 | — |
| 2008 | -0.452 | — |
| 2007 | 0.007 | — |
| 2006 | 0.158 | — |
| 2005 | 0.231 | — |
| 2004 | 0.080 | — |
| 2003 | 0.157 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | 0.028 | 0.049 | — |
| 2024 | 0.095 | 0.032 | 0.010 | 0.050 |
| 2023 | 0.039 | 0.045 | -0.013 | 0.064 |
| 2022 | -0.068 | -0.109 | -0.021 | 0.003 |
| 2021 | 0.067 | 0.057 | 0.010 | 0.084 |
| 2020 | -0.197 | 0.172 | 0.055 | 0.105 |
| 2019 | 0.142 | 0.022 | 0.037 | 0.056 |
| 2018 | -0.037 | 0.042 | 0.039 | -0.122 |
| 2017 | 0.053 | -0.016 | 0.005 | 0.043 |
| 2016 | -0.054 | 0.028 | 0.036 | 0.053 |
| 2015 | 0.153 | -0.033 | -0.096 | 0.087 |
| 2014 | 0.007 | 0.047 | 0.059 | 0.043 |
| 2013 | 0.088 | -0.015 | 0.038 | 0.051 |
| 2012 | 0.092 | -0.016 | 0.041 | 0.004 |
| 2011 | -0.024 | -0.032 | -0.111 | 0.078 |
| 2010 | 0.035 | -0.069 | 0.060 | 0.133 |
| 2009 | -0.118 | 0.165 | 0.180 | 0.035 |
| 2008 | -0.168 | -0.041 | -0.117 | -0.222 |
| 2007 | 0.043 | 0.062 | -0.057 | -0.036 |
| 2006 | 0.093 | -0.056 | 0.054 | 0.065 |
| 2005 | 0.036 | 0.064 | 0.077 | 0.037 |
| 2004 | 0.017 | 0.036 | -0.037 | 0.065 |
| 2003 | -0.090 | 0.150 | 0.036 | 0.067 |
| 2002 | -0.185 | -0.192 | -0.003 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.035 |
| 3 years | 0.078 |
| 5 years | 0.069 |
| 10 years | 0.068 |
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