Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.126 | 0 | 30 |
| 1 month | 0.011 | 0 | 36 |
| 3 months | 0.054 | 0 | 35 |
| 1 year | 0.107 | 0 | 31 |
| 3 years | 0.095 | 0 | 38 |
| 5 years | 0.071 | 0 | 30 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | 0.085 | — |
| 2022 | -0.107 | — |
| 2021 | 0.139 | — |
| 2020 | 0.060 | — |
| 2019 | 0.096 | — |
| 2018 | -0.148 | — |
| 2017 | 0.022 | — |
| 2016 | 0.067 | — |
| 2015 | -0.026 | — |
| 2014 | 0.056 | — |
| 2013 | 0.108 | — |
| 2012 | 0.043 | — |
| 2011 | -0.089 | — |
| 2010 | 0.071 | — |
| 2009 | 0.202 | — |
| 2008 | -0.204 | — |
| 2007 | 0.030 | — |
| 2006 | 0.102 | — |
| 2005 | 0.164 | — |
| 2004 | 0.112 | — |
| 2003 | 0.071 | — |
| 2002 | 0.005 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | 0.027 | 0.061 | — |
| 2024 | 0.042 | -0.001 | 0.048 | 0.020 |
| 2023 | 0.030 | 0.004 | -0.017 | 0.068 |
| 2022 | -0.018 | -0.106 | -0.022 | 0.041 |
| 2021 | 0.041 | 0.047 | -0.004 | 0.049 |
| 2020 | -0.115 | 0.089 | 0.036 | 0.062 |
| 2019 | 0.048 | 0.013 | 0.008 | 0.024 |
| 2018 | -0.030 | -0.002 | -0.023 | -0.099 |
| 2017 | 0.023 | -0.032 | 0.005 | 0.026 |
| 2016 | 0.008 | 0.050 | 0.009 | -0.001 |
| 2015 | 0.020 | -0.018 | -0.031 | 0.004 |
| 2014 | 0.023 | 0.042 | -0.011 | 0.002 |
| 2013 | 0.037 | -0.011 | 0.019 | 0.060 |
| 2012 | 0.058 | -0.040 | 0.027 | 0 |
| 2011 | 0.025 | -0.030 | -0.108 | 0.028 |
| 2010 | 0.008 | -0.065 | 0.048 | 0.084 |
| 2009 | -0.005 | 0.109 | 0.068 | 0.020 |
| 2008 | -0.005 | 0.029 | -0.082 | -0.152 |
| 2007 | 0.011 | 0.039 | 0.005 | -0.024 |
| 2006 | 0.060 | -0.019 | 0.003 | 0.057 |
| 2005 | 0.042 | 0.018 | 0.063 | 0.033 |
| 2004 | 0.013 | 0.014 | 0.018 | 0.063 |
| 2003 | -0.033 | 0.026 | 0.011 | 0.069 |
| 2002 | 0.049 | -0.014 | -0.050 | 0.022 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.095 |
| 5 years | 0.071 |
| 10 years | 0.040 |
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