Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.070 | 0 | — |
| 1 month | 0.001 | 0 | — |
| 3 months | 0.035 | 0 | — |
| 1 year | 0.067 | 0 | — |
| 3 years | 0.079 | 0 | — |
| 5 years | 0.067 | 0 | — |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.102 | — |
| 2023 | 0.100 | — |
| 2022 | -0.101 | — |
| 2021 | 0.165 | — |
| 2020 | -0.024 | — |
| 2019 | 0.174 | — |
| 2018 | -0.120 | — |
| 2017 | 0.059 | — |
| 2016 | -0.039 | — |
| 2015 | 0.073 | — |
| 2014 | 0.008 | — |
| 2013 | 0.147 | — |
| 2012 | 0.128 | — |
| 2011 | -0.111 | — |
| 2010 | 0.086 | — |
| 2009 | 0.292 | — |
| 2008 | -0.437 | — |
| 2007 | -0.037 | — |
| 2006 | 0.142 | — |
| 2005 | 0.172 | — |
| 2004 | 0.097 | — |
| 2003 | 0.124 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | 0.023 | 0.025 | — |
| 2024 | 0.081 | 0.021 | 0.002 | -0.003 |
| 2023 | 0.039 | 0.026 | -0.020 | 0.053 |
| 2022 | -0.047 | -0.082 | -0.032 | 0.062 |
| 2021 | 0.054 | 0.043 | 0.002 | 0.058 |
| 2020 | -0.181 | 0.113 | -0.001 | 0.073 |
| 2019 | 0.104 | 0.006 | 0.016 | 0.041 |
| 2018 | -0.038 | 0.031 | 0.007 | -0.119 |
| 2017 | 0.038 | 0.000 | 0.018 | 0.002 |
| 2016 | -0.075 | -0.017 | 0.019 | 0.038 |
| 2015 | 0.130 | -0.024 | -0.066 | 0.042 |
| 2014 | -0.017 | 0.005 | 0.005 | 0.015 |
| 2013 | 0.013 | -0.017 | 0.092 | 0.055 |
| 2012 | 0.075 | -0.028 | 0.050 | 0.027 |
| 2011 | -0.016 | 0.003 | -0.154 | 0.064 |
| 2010 | 0.042 | -0.077 | 0.036 | 0.088 |
| 2009 | -0.054 | 0.140 | 0.158 | 0.034 |
| 2008 | -0.171 | -0.017 | -0.139 | -0.198 |
| 2007 | 0.009 | 0.056 | -0.023 | -0.075 |
| 2006 | 0.080 | -0.062 | 0.066 | 0.058 |
| 2005 | 0.036 | 0.043 | 0.079 | 0.004 |
| 2004 | 0.031 | 0.010 | -0.005 | 0.060 |
| 2003 | -0.073 | 0.095 | 0.019 | 0.087 |
| 2002 | -0.142 | -0.136 | 0.036 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.079 |
| 5 years | 0.067 |
| 10 years | 0.030 |
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