Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.105 | 0 | 9 |
| 1 month | -0.003 | 0 | 67 |
| 3 months | 0.038 | 0 | 9 |
| 1 year | 0.141 | 0 | 7 |
| 3 years | 0.130 | 0 | 11 |
| 5 years | 0.101 | 0 | 71 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.188 | — |
| 2022 | -0.131 | — |
| 2021 | 0.076 | — |
| 2020 | -0.102 | — |
| 2019 | 0.195 | — |
| 2018 | -0.173 | — |
| 2017 | 0.076 | — |
| 2016 | 0.086 | — |
| 2015 | 0.157 | — |
| 2014 | -0.049 | — |
| 2013 | 0.295 | — |
| 2012 | 0.217 | — |
| 2011 | -0.097 | — |
| 2010 | 0.003 | — |
| 2009 | 0.171 | — |
| 2008 | -0.447 | — |
| 2007 | -0.021 | — |
| 2006 | 0.200 | — |
| 2005 | 0.212 | — |
| 2004 | 0.156 | — |
| 2003 | 0.208 | — |
| 2002 | -0.298 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.108 | — | — | — |
| 2024 | 0.136 | -0.020 | 0.010 | 0.012 |
| 2023 | 0.149 | 0.022 | -0.032 | 0.046 |
| 2022 | -0.096 | -0.052 | -0.076 | 0.097 |
| 2021 | 0.044 | 0.027 | -0.006 | 0.010 |
| 2020 | -0.290 | 0.184 | -0.021 | 0.091 |
| 2019 | 0.117 | -0.001 | -0.012 | 0.084 |
| 2018 | -0.019 | -0.004 | -0.008 | -0.147 |
| 2017 | 0.053 | 0.015 | 0.027 | -0.020 |
| 2016 | -0.076 | -0.013 | 0.068 | 0.115 |
| 2015 | 0.201 | -0.029 | -0.072 | 0.070 |
| 2014 | 0.031 | -0.009 | -0.020 | -0.051 |
| 2013 | 0.039 | 0.018 | 0.117 | 0.095 |
| 2012 | 0.084 | -0.058 | 0.095 | 0.087 |
| 2011 | 0.047 | 0.005 | -0.200 | 0.072 |
| 2010 | 0.024 | -0.086 | 0.053 | 0.017 |
| 2009 | -0.136 | 0.121 | 0.204 | 0.004 |
| 2008 | -0.181 | -0.069 | -0.089 | -0.205 |
| 2007 | 0.031 | 0.070 | -0.073 | -0.042 |
| 2006 | 0.093 | -0.039 | 0.065 | 0.073 |
| 2005 | 0.066 | 0.051 | 0.062 | 0.019 |
| 2004 | 0.060 | 0.045 | -0.025 | 0.070 |
| 2003 | -0.139 | 0.211 | 0.052 | 0.102 |
| 2002 | 0.062 | -0.110 | -0.289 | 0.044 |
| 2001 | -0.219 | 0.102 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.118 |
| 5 years | 0.094 |
| 10 years | 0.031 |