Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | — |
| 1 month | -0.011 | 0 | — |
| 3 months | 0.001 | 0 | — |
| 1 year | 0.150 | 0 | — |
| 3 years | 0.092 | 0 | — |
| 5 years | 0.109 | 0 | — |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.115 | — |
| 2022 | -0.001 | — |
| 2021 | 0.139 | — |
| 2020 | 0.020 | — |
| 2019 | 0.153 | — |
| 2018 | -0.044 | — |
| 2017 | 0.080 | — |
| 2016 | 0.102 | — |
| 2015 | -0.010 | — |
| 2014 | 0.060 | — |
| 2013 | 0.127 | — |
| 2012 | 0.031 | — |
| 2011 | -0.037 | — |
| 2010 | 0.070 | — |
| 2009 | 0.096 | — |
| 2008 | -0.200 | — |
| 2007 | -0.028 | — |
| 2006 | 0.198 | — |
| 2005 | -0.035 | — |
| 2004 | 0.053 | — |
| 2003 | 0.191 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.034 | — | — | — |
| 2024 | 0.028 | 0.001 | 0.091 | 0.009 |
| 2023 | 0.045 | 0.003 | -0.015 | 0.081 |
| 2022 | 0.019 | -0.076 | -0.018 | 0.080 |
| 2021 | 0.052 | 0.034 | 0.009 | 0.039 |
| 2020 | -0.150 | 0.074 | 0.025 | 0.089 |
| 2019 | 0.073 | 0.018 | 0.024 | 0.031 |
| 2018 | -0.011 | 0.028 | -0.001 | -0.059 |
| 2017 | 0.026 | 0.000 | 0.013 | 0.039 |
| 2016 | 0.003 | 0.009 | 0.045 | 0.043 |
| 2015 | 0.056 | -0.016 | -0.066 | 0.020 |
| 2014 | 0.044 | 0.030 | -0.012 | -0.002 |
| 2013 | 0.049 | -0.012 | 0.032 | 0.054 |
| 2012 | 0.033 | -0.026 | 0.021 | 0.003 |
| 2011 | 0.027 | -0.019 | -0.064 | 0.022 |
| 2010 | 0.015 | -0.029 | 0.053 | 0.032 |
| 2009 | -0.051 | 0.084 | 0.056 | 0.009 |
| 2008 | -0.033 | 0.007 | -0.102 | -0.085 |
| 2007 | 0.013 | 0.010 | -0.018 | -0.032 |
| 2006 | 0.054 | -0.041 | 0.054 | 0.124 |
| 2005 | -0.016 | 0.012 | 0.005 | -0.036 |
| 2004 | 0.043 | 0.013 | -0.046 | 0.045 |
| 2003 | -0.077 | 0.138 | 0.062 | 0.067 |
| 2002 | 0.087 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.150 |
| 3 years | 0.092 |
| 5 years | 0.109 |
| 10 years | 0.062 |