Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 39 |
| 1 month | 0.004 | 0 | 2 |
| 3 months | -0.050 | 0 | 27 |
| 1 year | 0.062 | 0 | 19 |
| 3 years | 0.068 | 0 | 31 |
| 5 years | 0.091 | 0 | 82 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.177 | — |
| 2023 | 0.153 | — |
| 2022 | -0.147 | — |
| 2021 | 0.194 | — |
| 2020 | 0.059 | — |
| 2019 | 0.164 | — |
| 2018 | -0.082 | — |
| 2017 | 0.132 | — |
| 2016 | 0.030 | — |
| 2015 | 0.064 | — |
| 2014 | 0.159 | — |
| 2013 | 0.176 | — |
| 2012 | 0.102 | — |
| 2011 | -0.050 | — |
| 2010 | 0.173 | — |
| 2009 | 0.255 | — |
| 2008 | -0.397 | — |
| 2007 | -0.033 | — |
| 2006 | 0.068 | — |
| 2005 | 0.227 | — |
| 2004 | 0.055 | — |
| 2003 | 0.071 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.089 | 0.029 | 0.020 | 0.030 |
| 2023 | 0.043 | 0.050 | -0.009 | 0.062 |
| 2022 | -0.035 | -0.115 | -0.033 | 0.034 |
| 2021 | 0.058 | 0.050 | 0.013 | 0.061 |
| 2020 | -0.149 | 0.105 | 0.044 | 0.079 |
| 2019 | 0.078 | 0.018 | 0.002 | 0.059 |
| 2018 | -0.029 | 0.028 | 0.032 | -0.108 |
| 2017 | 0.034 | 0.022 | 0.027 | 0.043 |
| 2016 | -0.035 | -0.010 | 0.035 | 0.042 |
| 2015 | 0.103 | -0.025 | -0.065 | 0.059 |
| 2014 | 0.018 | 0.039 | 0.047 | 0.046 |
| 2013 | 0.096 | -0.005 | 0.032 | 0.045 |
| 2012 | 0.073 | -0.013 | 0.050 | -0.010 |
| 2011 | -0.017 | -0.022 | -0.095 | 0.092 |
| 2010 | 0.082 | -0.040 | 0.016 | 0.111 |
| 2009 | -0.039 | 0.120 | 0.108 | 0.052 |
| 2008 | -0.159 | -0.026 | -0.081 | -0.199 |
| 2007 | 0.001 | 0.034 | -0.023 | -0.044 |
| 2006 | 0.036 | -0.052 | 0.042 | 0.043 |
| 2005 | 0.027 | 0.074 | 0.067 | 0.043 |
| 2004 | 0.050 | 0.014 | -0.032 | 0.024 |
| 2003 | -0.083 | 0.084 | 0.004 | 0.072 |
| 2002 | -0.153 | -0.149 | 0.008 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | 0.068 |
| 5 years | 0.091 |
| 10 years | 0.056 |