Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.122 | 0 | — |
| 1 month | 0.001 | 0 | — |
| 3 months | 0.030 | 0 | — |
| 1 year | 0.212 | 0 | — |
| 3 years | 0.139 | 0 | — |
| 5 years | 0.122 | 0 | — |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | 0.157 | — |
| 2022 | -0.138 | — |
| 2021 | 0.125 | — |
| 2020 | 0.009 | — |
| 2019 | 0.224 | — |
| 2018 | -0.207 | — |
| 2017 | 0.104 | — |
| 2016 | 0.035 | — |
| 2015 | 0.075 | — |
| 2014 | 0.003 | — |
| 2013 | 0.229 | — |
| 2012 | 0.290 | — |
| 2011 | -0.161 | — |
| 2010 | 0.135 | — |
| 2009 | 0.207 | — |
| 2008 | -0.445 | — |
| 2007 | 0.194 | — |
| 2006 | 0.173 | — |
| 2005 | 0.258 | — |
| 2004 | 0.044 | — |
| 2003 | 0.358 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.121 | — | — | — |
| 2024 | 0.103 | -0.025 | 0.059 | 0.020 |
| 2023 | 0.098 | 0.018 | -0.045 | 0.084 |
| 2022 | -0.089 | -0.114 | -0.083 | 0.164 |
| 2021 | 0.082 | 0.039 | -0.028 | 0.029 |
| 2020 | -0.267 | 0.241 | 0.038 | 0.067 |
| 2019 | 0.075 | 0.065 | -0.001 | 0.069 |
| 2018 | -0.086 | 0.010 | 0.016 | -0.155 |
| 2017 | 0.065 | 0.003 | 0.019 | 0.014 |
| 2016 | -0.070 | -0.058 | 0.078 | 0.095 |
| 2015 | 0.229 | -0.089 | -0.152 | 0.132 |
| 2014 | -0.007 | 0.018 | -0.045 | 0.039 |
| 2013 | 0.019 | 0.019 | 0.076 | 0.101 |
| 2012 | 0.180 | -0.110 | 0.182 | 0.040 |
| 2011 | 0.020 | 0.029 | -0.223 | 0.029 |
| 2010 | 0.027 | -0.035 | 0.042 | 0.099 |
| 2009 | -0.174 | 0.215 | 0.160 | 0.036 |
| 2008 | -0.221 | -0.029 | -0.104 | -0.182 |
| 2007 | 0.040 | 0.147 | -0.015 | 0.016 |
| 2006 | 0.094 | -0.077 | 0.061 | 0.095 |
| 2005 | 0.021 | 0.041 | 0.101 | 0.075 |
| 2004 | -0.033 | 0.047 | -0.043 | 0.077 |
| 2003 | -0.093 | 0.219 | 0.029 | 0.195 |
| 2002 | -0.323 | 0.017 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.212 |
| 3 years | 0.139 |
| 5 years | 0.122 |
| 10 years | 0.042 |