Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | — |
| 1 month | -0.020 | 0 | — |
| 3 months | -0.044 | 0 | — |
| 1 year | 0.105 | 0 | — |
| 3 years | 0.084 | 0 | — |
| 5 years | 0.082 | 0 | — |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.165 | — |
| 2023 | 0.123 | — |
| 2022 | -0.100 | — |
| 2021 | 0.120 | — |
| 2020 | 0.106 | — |
| 2019 | 0.139 | — |
| 2018 | -0.032 | — |
| 2017 | 0.086 | — |
| 2016 | 0.046 | — |
| 2015 | 0.076 | — |
| 2014 | 0.098 | — |
| 2013 | 0.175 | — |
| 2012 | 0.089 | — |
| 2011 | -0.023 | — |
| 2010 | 0.122 | — |
| 2009 | 0.282 | — |
| 2008 | -0.238 | — |
| 2007 | 0.021 | — |
| 2006 | 0.124 | — |
| 2005 | 0.133 | — |
| 2004 | 0.119 | — |
| 2003 | 0.140 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.061 | 0.015 | 0.057 | 0.025 |
| 2023 | 0.049 | 0.014 | -0.024 | 0.081 |
| 2022 | -0.050 | -0.092 | 0.000 | 0.044 |
| 2021 | 0.014 | 0.048 | 0.007 | 0.047 |
| 2020 | -0.097 | 0.118 | 0.041 | 0.053 |
| 2019 | 0.074 | 0.020 | 0.013 | 0.027 |
| 2018 | 0.001 | 0.016 | 0.006 | -0.054 |
| 2017 | 0.032 | 0.008 | 0.008 | 0.036 |
| 2016 | -0.028 | 0.014 | 0.046 | 0.015 |
| 2015 | 0.089 | -0.010 | -0.040 | 0.040 |
| 2014 | 0.037 | 0.020 | 0.018 | 0.020 |
| 2013 | 0.045 | 0.005 | 0.042 | 0.074 |
| 2012 | 0.049 | -0.037 | 0.037 | 0.039 |
| 2011 | 0.019 | -0.002 | -0.061 | 0.024 |
| 2010 | 0.028 | -0.031 | 0.078 | 0.046 |
| 2009 | -0.009 | 0.140 | 0.095 | 0.036 |
| 2008 | -0.026 | 0.003 | -0.109 | -0.123 |
| 2007 | 0.022 | 0.012 | -0.004 | -0.010 |
| 2006 | 0.044 | -0.030 | 0.035 | 0.072 |
| 2005 | 0.024 | 0.041 | 0.042 | 0.019 |
| 2004 | 0.050 | 0.003 | -0.002 | 0.063 |
| 2003 | -0.045 | 0.075 | 0.036 | 0.072 |
| 2002 | -0.041 | 0.035 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.084 |
| 5 years | 0.082 |
| 10 years | 0.061 |