Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0 | 59 |
| 1 month | -0.032 | 0 | 21 |
| 3 months | 0.042 | 0 | 59 |
| 1 year | 0.072 | 0 | 19 |
| 3 years | 0.076 | 0 | 35 |
| 5 years | 0.127 | 0 | 41 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.183 | — |
| 2022 | -0.120 | — |
| 2021 | 0.230 | — |
| 2020 | -0.011 | — |
| 2019 | 0.264 | — |
| 2018 | -0.092 | — |
| 2017 | 0.097 | — |
| 2016 | 0.002 | — |
| 2015 | 0.113 | — |
| 2014 | 0.128 | — |
| 2013 | 0.175 | — |
| 2012 | 0.149 | — |
| 2011 | -0.074 | — |
| 2010 | 0.107 | — |
| 2009 | 0.316 | — |
| 2008 | -0.451 | — |
| 2007 | -0.047 | — |
| 2006 | 0.218 | — |
| 2005 | 0.250 | — |
| 2004 | 0.112 | — |
| 2003 | 0.113 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | — | — | — |
| 2024 | 0.066 | 0.013 | 0.036 | -0.019 |
| 2023 | 0.087 | 0.030 | -0.002 | 0.059 |
| 2022 | -0.046 | -0.106 | -0.047 | 0.083 |
| 2021 | 0.082 | 0.065 | -0.002 | 0.070 |
| 2020 | -0.205 | 0.125 | 0.023 | 0.081 |
| 2019 | 0.116 | 0.040 | 0.026 | 0.061 |
| 2018 | -0.041 | 0.019 | 0.024 | -0.092 |
| 2017 | 0.051 | 0.019 | 0.013 | 0.011 |
| 2016 | -0.043 | -0.006 | 0.031 | 0.022 |
| 2015 | 0.160 | -0.039 | -0.057 | 0.058 |
| 2014 | 0.029 | 0.044 | 0.006 | 0.044 |
| 2013 | 0.060 | -0.017 | 0.069 | 0.056 |
| 2012 | 0.067 | -0.021 | 0.056 | 0.042 |
| 2011 | 0.004 | 0.014 | -0.148 | 0.068 |
| 2010 | 0.041 | -0.042 | 0.054 | 0.053 |
| 2009 | -0.106 | 0.188 | 0.178 | 0.052 |
| 2008 | -0.165 | -0.049 | -0.106 | -0.226 |
| 2007 | 0.024 | 0.049 | -0.050 | -0.066 |
| 2006 | 0.094 | -0.024 | 0.068 | 0.068 |
| 2005 | 0.044 | 0.063 | 0.074 | 0.049 |
| 2004 | 0.034 | 0.033 | -0.013 | 0.055 |
| 2003 | -0.150 | 0.169 | 0.011 | 0.108 |
| 2002 | 0.025 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.046 |
| 5 years | 0.110 |
| 10 years | 0.049 |