Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | -0.020 | 0 | — |
| 1 year | 0.135 | 0 | — |
| 3 years | 0.084 | 0 | — |
| 5 years | 0.145 | 0 | — |
| 10 years | 0.084 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.171 | — |
| 2023 | 0.100 | — |
| 2022 | 0.029 | — |
| 2021 | 0.292 | — |
| 2020 | -0.006 | — |
| 2019 | 0.217 | — |
| 2018 | -0.093 | — |
| 2017 | 0.068 | — |
| 2016 | 0.239 | — |
| 2015 | -0.070 | — |
| 2014 | 0.119 | — |
| 2013 | 0.235 | — |
| 2012 | 0.168 | — |
| 2011 | -0.045 | — |
| 2010 | 0.210 | — |
| 2009 | 0.422 | — |
| 2008 | -0.318 | — |
| 2007 | 0.028 | — |
| 2006 | 0.139 | — |
| 2005 | 0.223 | — |
| 2004 | 0.163 | — |
| 2003 | 0.186 | — |
| 2002 | -0.067 | — |
| 2001 | 0.051 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.062 | -0.006 | 0.089 | 0.018 |
| 2023 | 0.043 | 0.006 | -0.026 | 0.077 |
| 2022 | 0.084 | -0.092 | -0.005 | 0.051 |
| 2021 | 0.088 | 0.082 | 0.018 | 0.079 |
| 2020 | -0.182 | 0.090 | 0.058 | 0.054 |
| 2019 | 0.122 | 0.015 | 0.038 | 0.029 |
| 2018 | -0.053 | 0.058 | 0.003 | -0.098 |
| 2017 | 0.019 | -0.003 | 0.021 | 0.029 |
| 2016 | 0.063 | 0.040 | 0.063 | 0.054 |
| 2015 | 0.016 | -0.027 | -0.067 | 0.008 |
| 2014 | 0.060 | 0.065 | 0.008 | -0.016 |
| 2013 | 0.068 | -0.003 | 0.059 | 0.095 |
| 2012 | 0.061 | -0.022 | 0.052 | 0.070 |
| 2011 | 0.067 | -0.023 | -0.132 | 0.055 |
| 2010 | 0.034 | -0.050 | 0.111 | 0.110 |
| 2009 | -0.052 | 0.257 | 0.152 | 0.036 |
| 2008 | -0.046 | 0.044 | -0.129 | -0.213 |
| 2007 | 0.041 | 0.035 | 0.003 | -0.048 |
| 2006 | 0.065 | -0.058 | 0.029 | 0.103 |
| 2005 | 0.046 | 0.051 | 0.080 | 0.030 |
| 2004 | 0.052 | 0.019 | 0.012 | 0.073 |
| 2003 | -0.069 | 0.103 | 0.035 | 0.117 |
| 2002 | 0.058 | -0.043 | -0.117 | 0.044 |
| 2001 | -0.038 | 0.052 | -0.068 | 0.115 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.135 |
| 3 years | 0.084 |
| 5 years | 0.145 |
| 10 years | 0.084 |