Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.109 | 0 | 40 |
| 1 month | -0.002 | 0 | 64 |
| 3 months | 0.044 | 0 | 23 |
| 1 year | 0.103 | 0 | 44 |
| 3 years | 0.099 | 0 | 28 |
| 5 years | 0.066 | 0 | 45 |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.095 | — |
| 2023 | 0.125 | — |
| 2022 | -0.144 | — |
| 2021 | 0.158 | — |
| 2020 | 0.041 | — |
| 2019 | 0.231 | — |
| 2018 | -0.132 | — |
| 2017 | 0.107 | — |
| 2016 | -0.006 | — |
| 2015 | 0.057 | — |
| 2014 | 0.081 | — |
| 2013 | 0.140 | — |
| 2012 | 0.091 | — |
| 2011 | -0.066 | — |
| 2010 | 0.074 | — |
| 2009 | 0.202 | — |
| 2008 | -0.338 | — |
| 2007 | 0.014 | — |
| 2006 | 0.161 | — |
| 2005 | 0.186 | — |
| 2004 | 0.084 | — |
| 2003 | 0.135 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.037 | 0.040 | — |
| 2024 | 0.064 | 0.004 | 0.031 | -0.006 |
| 2023 | 0.047 | 0.024 | -0.019 | 0.070 |
| 2022 | -0.059 | -0.100 | -0.038 | 0.052 |
| 2021 | 0.052 | 0.045 | 0.007 | 0.046 |
| 2020 | -0.180 | 0.124 | 0.032 | 0.095 |
| 2019 | 0.110 | 0.035 | 0.030 | 0.041 |
| 2018 | -0.045 | 0.014 | 0.015 | -0.116 |
| 2017 | 0.037 | 0.026 | 0.014 | 0.026 |
| 2016 | -0.066 | -0.030 | 0.053 | 0.042 |
| 2015 | 0.127 | -0.025 | -0.092 | 0.060 |
| 2014 | 0.012 | 0.050 | 0.006 | 0.012 |
| 2013 | 0.061 | -0.008 | 0.043 | 0.039 |
| 2012 | 0.053 | -0.017 | 0.050 | 0.005 |
| 2011 | -0.009 | -0.017 | -0.099 | 0.063 |
| 2010 | 0.015 | -0.061 | 0.058 | 0.066 |
| 2009 | -0.087 | 0.126 | 0.144 | 0.022 |
| 2008 | -0.128 | -0.033 | -0.082 | -0.145 |
| 2007 | 0.033 | 0.052 | -0.042 | -0.026 |
| 2006 | 0.082 | -0.041 | 0.049 | 0.067 |
| 2005 | 0.029 | 0.055 | 0.063 | 0.028 |
| 2004 | 0.010 | 0.032 | -0.022 | 0.063 |
| 2003 | -0.073 | 0.125 | 0.018 | 0.069 |
| 2002 | -0.134 | -0.146 | 0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.081 |
| 5 years | 0.055 |
| 10 years | 0.042 |
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