Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.250 | 0 | 24 |
| 1 month | 0.032 | 0 | 35 |
| 3 months | 0.103 | 0 | 6 |
| 1 year | 0.215 | 0 | 21 |
| 3 years | 0.149 | 0 | 27 |
| 5 years | 0.133 | 0 | 25 |
| 10 years | 0.095 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.196 | — |
| 2023 | 0.066 | — |
| 2022 | -0.072 | — |
| 2021 | 0.230 | — |
| 2020 | 0.111 | — |
| 2019 | 0.207 | — |
| 2018 | -0.126 | — |
| 2017 | 0.030 | — |
| 2016 | 0.163 | — |
| 2015 | -0.073 | — |
| 2014 | 0.111 | — |
| 2013 | 0.255 | — |
| 2012 | 0.076 | — |
| 2011 | -0.117 | — |
| 2010 | 0.095 | — |
| 2009 | 0.196 | — |
| 2008 | -0.276 | — |
| 2007 | 0.020 | — |
| 2006 | 0.193 | — |
| 2005 | 0.303 | — |
| 2004 | 0.159 | — |
| 2003 | 0.251 | — |
| 2002 | -0.271 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | 0.088 | 0.101 | — |
| 2024 | 0.059 | 0.003 | 0.077 | 0.045 |
| 2023 | 0.023 | 0.005 | -0.026 | 0.065 |
| 2022 | 0.024 | -0.128 | -0.012 | 0.051 |
| 2021 | 0.072 | 0.086 | 0.001 | 0.055 |
| 2020 | -0.193 | 0.172 | 0.058 | 0.109 |
| 2019 | 0.127 | 0.027 | 0.022 | 0.020 |
| 2018 | -0.047 | 0.065 | -0.022 | -0.120 |
| 2017 | 0.000 | -0.027 | 0.022 | 0.036 |
| 2016 | 0.024 | 0.040 | 0.059 | 0.031 |
| 2015 | 0.045 | -0.015 | -0.081 | -0.018 |
| 2014 | 0.059 | 0.065 | -0.010 | -0.005 |
| 2013 | 0.066 | 0.008 | 0.070 | 0.092 |
| 2012 | 0.061 | -0.053 | 0.048 | 0.022 |
| 2011 | 0.029 | -0.029 | -0.155 | 0.045 |
| 2010 | -0.002 | -0.061 | 0.087 | 0.076 |
| 2009 | -0.045 | 0.121 | 0.078 | 0.036 |
| 2008 | -0.048 | 0.007 | -0.132 | -0.130 |
| 2007 | 0.026 | 0.026 | -0.007 | -0.025 |
| 2006 | 0.097 | -0.039 | 0.012 | 0.119 |
| 2005 | 0.082 | 0.040 | 0.114 | 0.039 |
| 2004 | 0.058 | 0.001 | 0.013 | 0.081 |
| 2003 | -0.036 | 0.128 | 0.035 | 0.111 |
| 2002 | -0.037 | -0.188 | -0.141 | 0.085 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.215 |
| 3 years | 0.149 |
| 5 years | 0.133 |
| 10 years | 0.095 |
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