Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0 | 100 |
| 1 month | 0.012 | 0 | 95 |
| 3 months | 0.036 | 0 | 99 |
| 1 year | 0.032 | 0 | 100 |
| 3 years | 0.099 | 0 | 94 |
| 5 years | 0.092 | 0 | 97 |
| 10 years | 0.077 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.182 | — |
| 2023 | 0.105 | — |
| 2022 | -0.112 | — |
| 2021 | 0.249 | — |
| 2020 | 0.078 | — |
| 2019 | 0.179 | — |
| 2018 | -0.030 | — |
| 2017 | 0.044 | — |
| 2016 | 0.095 | — |
| 2015 | -0.043 | — |
| 2014 | 0.091 | — |
| 2013 | 0.164 | — |
| 2012 | 0.102 | — |
| 2011 | -0.042 | — |
| 2010 | 0.102 | — |
| 2009 | 0.250 | — |
| 2008 | -0.233 | — |
| 2007 | 0.089 | — |
| 2006 | 0.133 | — |
| 2005 | 0.232 | — |
| 2004 | 0.155 | — |
| 2003 | 0.206 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | 0.015 | 0.044 | — |
| 2024 | 0.061 | 0.004 | 0.071 | 0.036 |
| 2023 | 0.025 | 0.020 | -0.024 | 0.084 |
| 2022 | -0.018 | -0.106 | -0.023 | 0.035 |
| 2021 | 0.053 | 0.061 | 0.028 | 0.087 |
| 2020 | -0.126 | 0.105 | 0.057 | 0.055 |
| 2019 | 0.091 | 0.020 | 0.029 | 0.030 |
| 2018 | -0.006 | 0.045 | 0.030 | -0.094 |
| 2017 | 0.020 | -0.019 | 0.001 | 0.042 |
| 2016 | 0.002 | 0.015 | 0.038 | 0.037 |
| 2015 | 0.040 | -0.034 | -0.058 | 0.011 |
| 2014 | 0.055 | 0.033 | 0.001 | -0.001 |
| 2013 | 0.057 | -0.023 | 0.037 | 0.087 |
| 2012 | 0.055 | -0.023 | 0.037 | 0.030 |
| 2011 | 0.028 | -0.023 | -0.087 | 0.045 |
| 2010 | 0.008 | -0.061 | 0.080 | 0.078 |
| 2009 | -0.031 | 0.150 | 0.076 | 0.042 |
| 2008 | -0.014 | 0.067 | -0.110 | -0.181 |
| 2007 | 0.027 | 0.063 | 0.008 | -0.010 |
| 2006 | 0.055 | -0.022 | 0.027 | 0.070 |
| 2005 | 0.050 | 0.030 | 0.090 | 0.046 |
| 2004 | 0.021 | 0.005 | 0.037 | 0.086 |
| 2003 | -0.015 | 0.082 | 0.037 | 0.090 |
| 2002 | 0.055 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.099 |
| 5 years | 0.092 |
| 10 years | 0.077 |
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