Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.123 | 0 | 27 |
| 1 month | 0.010 | 0 | 61 |
| 3 months | 0.053 | 0 | 26 |
| 1 year | 0.105 | 0 | 30 |
| 3 years | 0.093 | 0 | 43 |
| 5 years | 0.069 | 0 | 27 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.083 | — |
| 2022 | -0.109 | — |
| 2021 | 0.137 | — |
| 2020 | 0.058 | — |
| 2019 | 0.117 | — |
| 2018 | -0.094 | — |
| 2017 | 0.080 | — |
| 2016 | 0.044 | — |
| 2015 | -0.018 | — |
| 2014 | 0.094 | — |
| 2013 | 0.110 | — |
| 2012 | 0.052 | — |
| 2011 | -0.046 | — |
| 2010 | 0.081 | — |
| 2009 | 0.201 | — |
| 2008 | -0.161 | — |
| 2007 | 0.016 | — |
| 2006 | 0.101 | — |
| 2005 | 0.021 | — |
| 2004 | 0.114 | — |
| 2003 | 0.101 | — |
| 2002 | 0.009 | — |
| 2001 | 0.119 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.026 | 0.061 | — |
| 2024 | 0.041 | -0.001 | 0.047 | 0.020 |
| 2023 | 0.029 | 0.004 | -0.018 | 0.067 |
| 2022 | -0.018 | -0.106 | -0.023 | 0.040 |
| 2021 | 0.040 | 0.046 | -0.003 | 0.047 |
| 2020 | -0.115 | 0.088 | 0.036 | 0.061 |
| 2019 | 0.072 | 0.011 | 0.006 | 0.024 |
| 2018 | -0.021 | 0.025 | -0.009 | -0.089 |
| 2017 | 0.027 | -0.006 | 0.017 | 0.040 |
| 2016 | -0.032 | 0.016 | 0.034 | 0.026 |
| 2015 | 0.041 | -0.025 | -0.038 | 0.005 |
| 2014 | 0.039 | 0.028 | 0.009 | 0.015 |
| 2013 | 0.037 | -0.013 | 0.032 | 0.050 |
| 2012 | 0.039 | -0.025 | 0.028 | 0.012 |
| 2011 | 0.026 | -0.020 | -0.083 | 0.035 |
| 2010 | 0.014 | -0.052 | 0.060 | 0.060 |
| 2009 | -0.021 | 0.103 | 0.086 | 0.025 |
| 2008 | -0.017 | 0.019 | -0.083 | -0.085 |
| 2007 | 0.017 | 0.016 | -0.007 | -0.010 |
| 2006 | 0.018 | -0.028 | 0.036 | 0.074 |
| 2005 | 0.011 | 0.013 | -0.001 | -0.003 |
| 2004 | 0.046 | 0.004 | 0.002 | 0.060 |
| 2003 | -0.045 | 0.054 | 0.032 | 0.060 |
| 2002 | 0.032 | -0.023 | -0.022 | 0.024 |
| 2001 | 0.020 | 0.024 | -0.009 | 0.081 |
| 2000 | 0.040 | 0.056 | 0.057 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.093 |
| 5 years | 0.069 |
| 10 years | 0.050 |
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