Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.225 | 0 | 36 |
| 1 month | 0.028 | 0 | 47 |
| 3 months | 0.077 | 0 | 28 |
| 1 year | 0.186 | 0 | 38 |
| 3 years | 0.149 | 0 | 27 |
| 5 years | 0.134 | 0 | 22 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.177 | — |
| 2023 | 0.104 | — |
| 2022 | -0.064 | — |
| 2021 | 0.234 | — |
| 2020 | 0.054 | — |
| 2019 | 0.190 | — |
| 2018 | -0.111 | — |
| 2017 | 0.079 | — |
| 2016 | 0.146 | — |
| 2015 | -0.058 | — |
| 2014 | 0.083 | — |
| 2013 | 0.148 | — |
| 2012 | 0.064 | — |
| 2011 | -0.129 | — |
| 2010 | 0.150 | — |
| 2009 | 0.428 | — |
| 2008 | -0.334 | — |
| 2007 | 0.108 | — |
| 2006 | 0.198 | — |
| 2005 | 0.224 | — |
| 2004 | 0.083 | — |
| 2003 | 0.255 | — |
| 2002 | -0.141 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | 0.082 | 0.092 | — |
| 2024 | 0.064 | -0.008 | 0.089 | 0.025 |
| 2023 | 0.035 | 0.012 | -0.022 | 0.078 |
| 2022 | 0.032 | -0.123 | -0.022 | 0.057 |
| 2021 | 0.081 | 0.077 | 0.003 | 0.057 |
| 2020 | -0.196 | 0.135 | 0.048 | 0.103 |
| 2019 | 0.117 | 0.019 | 0.018 | 0.027 |
| 2018 | -0.041 | 0.054 | -0.003 | -0.118 |
| 2017 | 0.023 | -0.016 | 0.034 | 0.037 |
| 2016 | 0.019 | 0.024 | 0.058 | 0.038 |
| 2015 | 0.038 | -0.012 | -0.080 | -0.001 |
| 2014 | 0.057 | 0.050 | -0.016 | -0.009 |
| 2013 | 0.034 | -0.035 | 0.061 | 0.085 |
| 2012 | 0.050 | -0.070 | 0.067 | 0.021 |
| 2011 | 0.041 | -0.060 | -0.140 | 0.035 |
| 2010 | 0.032 | -0.069 | 0.090 | 0.097 |
| 2009 | 0.004 | 0.217 | 0.120 | 0.043 |
| 2008 | -0.031 | 0.091 | -0.189 | -0.224 |
| 2007 | 0.022 | 0.074 | 0.016 | -0.006 |
| 2006 | 0.086 | -0.032 | 0.011 | 0.128 |
| 2005 | 0.042 | 0.028 | 0.110 | 0.030 |
| 2004 | 0.034 | 0.000 | -0.004 | 0.051 |
| 2003 | -0.033 | 0.087 | 0.063 | 0.122 |
| 2002 | 0.005 | -0.080 | -0.125 | 0.063 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.186 |
| 3 years | 0.149 |
| 5 years | 0.134 |
| 10 years | 0.093 |
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