Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 45 |
| 1 month | 0.002 | 0 | 56 |
| 3 months | 0.021 | 0 | 52 |
| 1 year | 0.087 | 0 | 70 |
| 3 years | 0.033 | 0 | 60 |
| 5 years | 0.038 | 0 | 71 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.072 | — |
| 2023 | 0.059 | — |
| 2022 | -0.184 | — |
| 2021 | 0.003 | — |
| 2020 | 0.133 | — |
| 2019 | 0.137 | — |
| 2018 | -0.100 | — |
| 2017 | 0.245 | — |
| 2016 | 0.004 | — |
| 2015 | -0.030 | — |
| 2014 | 0.000 | — |
| 2013 | 0.101 | — |
| 2012 | 0.145 | — |
| 2011 | -0.093 | — |
| 2010 | 0.087 | — |
| 2009 | 0.252 | — |
| 2008 | -0.319 | — |
| 2007 | 0.188 | — |
| 2006 | 0.209 | — |
| 2005 | 0.089 | — |
| 2004 | 0.132 | — |
| 2003 | 0.273 | — |
| 2002 | -0.099 | — |
| 2001 | -0.150 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | — | — | — |
| 2024 | 0.031 | 0.016 | 0.078 | -0.051 |
| 2023 | 0.055 | -0.011 | -0.037 | 0.054 |
| 2022 | -0.074 | -0.092 | -0.108 | 0.088 |
| 2021 | 0.009 | 0.038 | -0.044 | 0.001 |
| 2020 | -0.144 | 0.116 | 0.053 | 0.126 |
| 2019 | 0.080 | 0.008 | -0.010 | 0.055 |
| 2018 | 0.008 | -0.029 | 0.000 | -0.080 |
| 2017 | 0.065 | 0.055 | 0.048 | 0.058 |
| 2016 | -0.015 | 0.003 | 0.056 | -0.037 |
| 2015 | 0.030 | 0.015 | -0.098 | 0.029 |
| 2014 | -0.015 | 0.033 | -0.020 | 0.003 |
| 2013 | 0.019 | -0.022 | 0.062 | 0.041 |
| 2012 | 0.094 | -0.043 | 0.058 | 0.033 |
| 2011 | 0.019 | 0.000 | -0.137 | 0.030 |
| 2010 | 0.001 | -0.068 | 0.113 | 0.048 |
| 2009 | -0.068 | 0.176 | 0.114 | 0.025 |
| 2008 | -0.086 | -0.022 | -0.136 | -0.119 |
| 2007 | 0.020 | 0.059 | 0.086 | 0.013 |
| 2006 | 0.065 | 0.001 | 0.044 | 0.086 |
| 2005 | -0.018 | 0.011 | 0.064 | 0.030 |
| 2004 | 0.033 | -0.031 | 0.021 | 0.106 |
| 2003 | -0.042 | 0.114 | 0.083 | 0.100 |
| 2002 | -0.003 | -0.021 | -0.108 | 0.035 |
| 2001 | -0.097 | 0.000 | -0.124 | 0.076 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | 0.033 |
| 5 years | 0.038 |
| 10 years | 0.023 |