Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 28 |
| 1 month | -0.035 | 0 | 99 |
| 3 months | -0.043 | 0 | 28 |
| 1 year | 0.111 | 0 | 3 |
| 3 years | 0.087 | 0 | 17 |
| 5 years | 0.081 | 0 | 33 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.221 | — |
| 2023 | 0.144 | — |
| 2022 | -0.135 | — |
| 2021 | 0.076 | — |
| 2020 | 0.060 | — |
| 2019 | 0.179 | — |
| 2018 | -0.123 | — |
| 2017 | 0.092 | — |
| 2016 | 0.061 | — |
| 2015 | 0.194 | — |
| 2014 | 0.098 | — |
| 2013 | 0.200 | — |
| 2012 | 0.007 | — |
| 2011 | -0.135 | — |
| 2010 | 0.221 | — |
| 2009 | 0.036 | — |
| 2008 | -0.296 | — |
| 2007 | -0.213 | — |
| 2006 | -0.052 | — |
| 2005 | 0.467 | — |
| 2004 | 0.045 | — |
| 2003 | 0.088 | — |
| 2002 | -0.237 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.131 | -0.017 | 0.099 | 0.000 |
| 2023 | 0.019 | 0.071 | 0.035 | 0.013 |
| 2022 | -0.047 | -0.079 | 0.001 | -0.016 |
| 2021 | 0.067 | -0.032 | 0.073 | -0.028 |
| 2020 | -0.134 | 0.083 | 0.044 | 0.083 |
| 2019 | 0.072 | -0.007 | 0.068 | 0.037 |
| 2018 | -0.036 | 0.036 | 0.008 | -0.129 |
| 2017 | 0.027 | -0.013 | 0.011 | 0.066 |
| 2016 | -0.100 | 0.021 | 0.085 | 0.064 |
| 2015 | 0.220 | -0.001 | -0.145 | 0.146 |
| 2014 | -0.064 | 0.092 | 0.063 | 0.011 |
| 2013 | 0.168 | -0.016 | 0.071 | -0.025 |
| 2012 | 0.102 | -0.030 | -0.066 | 0.009 |
| 2011 | -0.120 | -0.016 | -0.014 | 0.012 |
| 2010 | 0.108 | 0.022 | -0.047 | 0.132 |
| 2009 | -0.096 | 0.114 | 0.021 | 0.007 |
| 2008 | -0.149 | 0.015 | -0.085 | -0.109 |
| 2007 | -0.003 | -0.013 | -0.105 | -0.107 |
| 2006 | 0.048 | -0.124 | 0.013 | 0.019 |
| 2005 | 0.026 | 0.061 | 0.202 | 0.121 |
| 2004 | 0.160 | -0.012 | -0.108 | 0.022 |
| 2003 | -0.096 | 0.023 | 0.204 | -0.023 |
| 2002 | 0.055 | -0.104 | -0.078 | -0.123 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.069 |
| 5 years | 0.070 |
| 10 years | 0.038 |