Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.149 | 0 | 57 |
| 1 month | -0.004 | 0 | 69 |
| 3 months | 0.043 | 0 | 59 |
| 1 year | 0.135 | 0 | 57 |
| 3 years | 0.109 | 0 | 44 |
| 5 years | 0.097 | 0 | 55 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.121 | — |
| 2023 | 0.071 | — |
| 2022 | -0.044 | — |
| 2021 | 0.167 | — |
| 2020 | -0.119 | — |
| 2019 | 0.141 | — |
| 2018 | -0.110 | — |
| 2017 | 0.100 | — |
| 2016 | 0.085 | — |
| 2015 | 0.076 | — |
| 2014 | 0.069 | — |
| 2013 | 0.272 | — |
| 2012 | 0.147 | — |
| 2011 | -0.005 | — |
| 2010 | 0.139 | — |
| 2009 | 0.196 | — |
| 2008 | -0.271 | — |
| 2007 | 0.006 | — |
| 2006 | 0.201 | — |
| 2005 | 0.230 | — |
| 2004 | 0.155 | — |
| 2003 | 0.247 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.057 | 0.039 | — |
| 2024 | 0.038 | 0.035 | 0.036 | 0.007 |
| 2023 | 0.027 | -0.021 | 0.030 | 0.034 |
| 2022 | -0.010 | -0.064 | -0.062 | 0.099 |
| 2021 | 0.064 | 0.041 | 0.018 | 0.034 |
| 2020 | -0.289 | 0.104 | -0.029 | 0.156 |
| 2019 | 0.067 | 0.000 | 0.005 | 0.065 |
| 2018 | -0.067 | 0.089 | -0.006 | -0.118 |
| 2017 | 0.042 | 0.030 | -0.011 | 0.036 |
| 2016 | -0.017 | -0.030 | 0.117 | 0.018 |
| 2015 | 0.076 | -0.007 | -0.051 | 0.061 |
| 2014 | 0.007 | 0.020 | 0.012 | 0.029 |
| 2013 | 0.108 | 0.015 | 0.073 | 0.054 |
| 2012 | 0.067 | -0.025 | 0.073 | 0.028 |
| 2011 | 0.003 | 0.019 | -0.072 | 0.049 |
| 2010 | 0.051 | -0.078 | 0.106 | 0.063 |
| 2009 | -0.103 | 0.092 | 0.178 | 0.037 |
| 2008 | -0.113 | -0.059 | -0.065 | -0.066 |
| 2007 | 0.026 | 0.027 | -0.031 | -0.014 |
| 2006 | 0.090 | -0.038 | 0.054 | 0.086 |
| 2005 | 0.035 | 0.044 | 0.071 | 0.064 |
| 2004 | 0.021 | 0.027 | 0.014 | 0.087 |
| 2003 | -0.039 | 0.159 | 0.054 | 0.062 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.091 |
| 5 years | 0.085 |
| 10 years | 0.045 |
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