Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | 18 |
| 1 month | 0.028 | 0 | 13 |
| 3 months | -0.009 | 0 | 18 |
| 1 year | 0.080 | 0 | 18 |
| 3 years | 0.095 | 0 | 11 |
| 5 years | 0.120 | 0 | 17 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.130 | — |
| 2023 | 0.136 | — |
| 2022 | -0.093 | — |
| 2021 | 0.141 | — |
| 2020 | 0.000 | — |
| 2019 | 0.280 | — |
| 2018 | -0.143 | — |
| 2017 | 0.067 | — |
| 2016 | 0.083 | — |
| 2015 | 0.063 | — |
| 2014 | 0.003 | — |
| 2013 | 0.295 | — |
| 2012 | 0.196 | — |
| 2011 | -0.076 | — |
| 2010 | 0.207 | — |
| 2009 | 0.269 | — |
| 2008 | -0.276 | — |
| 2007 | 0.040 | — |
| 2006 | 0.189 | — |
| 2005 | 0.239 | — |
| 2004 | 0.173 | — |
| 2003 | 0.356 | — |
| 2002 | -0.107 | — |
| 2001 | -0.015 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.050 | 0.041 | 0.017 | 0.017 |
| 2023 | 0.055 | 0.010 | 0.026 | 0.040 |
| 2022 | -0.062 | -0.077 | -0.086 | 0.146 |
| 2021 | 0.085 | 0.041 | 0.021 | -0.010 |
| 2020 | -0.305 | 0.170 | -0.025 | 0.262 |
| 2019 | 0.084 | 0.019 | 0.036 | 0.119 |
| 2018 | -0.055 | 0.096 | -0.040 | -0.139 |
| 2017 | 0.016 | 0.009 | 0.023 | 0.017 |
| 2016 | -0.026 | -0.018 | 0.104 | 0.026 |
| 2015 | 0.016 | 0.035 | -0.053 | 0.068 |
| 2014 | 0.016 | -0.026 | 0.023 | -0.009 |
| 2013 | 0.117 | -0.009 | 0.087 | 0.076 |
| 2012 | 0.105 | -0.051 | 0.095 | 0.042 |
| 2011 | 0.020 | 0.020 | -0.136 | 0.028 |
| 2010 | 0.064 | -0.081 | 0.125 | 0.097 |
| 2009 | -0.048 | 0.154 | 0.153 | 0.002 |
| 2008 | -0.123 | -0.007 | -0.097 | -0.080 |
| 2007 | 0.044 | 0.043 | -0.027 | -0.018 |
| 2006 | 0.099 | -0.044 | 0.040 | 0.089 |
| 2005 | 0.070 | 0.014 | 0.112 | 0.027 |
| 2004 | 0.090 | 0.024 | -0.006 | 0.058 |
| 2003 | -0.062 | 0.212 | 0.129 | 0.056 |
| 2002 | 0.059 | -0.025 | -0.181 | 0.056 |
| 2001 | -0.047 | 0.090 | -0.232 | 0.236 |
| 2000 | 0.193 | 0.168 | 0.011 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.095 |
| 5 years | 0.120 |
| 10 years | 0.058 |