Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 31 |
| 1 month | -0.004 | 0 | 88 |
| 3 months | 0.021 | 0 | 23 |
| 1 year | 0.049 | 0 | 27 |
| 3 years | 0.070 | 0 | 9 |
| 5 years | 0.035 | 0 | 13 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.110 | — |
| 2022 | -0.111 | — |
| 2021 | 0.062 | — |
| 2020 | 0.006 | — |
| 2019 | 0.151 | — |
| 2018 | -0.039 | — |
| 2017 | 0.105 | — |
| 2016 | 0.094 | — |
| 2015 | 0.099 | — |
| 2014 | 0.084 | — |
| 2013 | 0.198 | — |
| 2012 | 0.489 | — |
| 2011 | -0.176 | — |
| 2010 | 0.007 | — |
| 2009 | 0.308 | — |
| 2008 | -0.172 | — |
| 2007 | 0.040 | — |
| 2006 | 0.050 | — |
| 2005 | 0.068 | — |
| 2004 | 0.061 | — |
| 2003 | 0.077 | — |
| 2002 | 0.027 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | 0.022 | 0.022 | — |
| 2024 | 0.033 | 0.002 | 0.024 | 0.010 |
| 2023 | 0.027 | 0.015 | -0.004 | 0.068 |
| 2022 | -0.036 | -0.085 | -0.032 | 0.041 |
| 2021 | 0.026 | 0.024 | 0.004 | 0.008 |
| 2020 | -0.126 | 0.080 | -0.001 | 0.066 |
| 2019 | 0.060 | 0.031 | 0.038 | 0.015 |
| 2018 | -0.005 | -0.006 | 0.008 | -0.037 |
| 2017 | 0.038 | 0.025 | 0.020 | 0.018 |
| 2016 | 0.004 | 0.034 | 0.041 | 0.013 |
| 2015 | 0.154 | -0.070 | 0.005 | 0.019 |
| 2014 | 0.107 | 0.034 | -0.053 | 0.000 |
| 2013 | 0.052 | 0.014 | 0.041 | 0.079 |
| 2012 | 0.152 | 0.044 | 0.130 | 0.096 |
| 2011 | -0.023 | -0.048 | -0.097 | -0.019 |
| 2010 | 0.043 | -0.067 | 0.040 | -0.005 |
| 2009 | -0.035 | 0.173 | 0.151 | 0.004 |
| 2008 | -0.046 | -0.003 | -0.055 | -0.078 |
| 2007 | 0.009 | 0.023 | 0.007 | -0.001 |
| 2006 | 0.013 | -0.022 | 0.036 | 0.023 |
| 2005 | 0.011 | 0.026 | 0.018 | 0.012 |
| 2004 | 0.027 | -0.002 | 0.012 | 0.022 |
| 2003 | -0.013 | 0.052 | 0.013 | 0.024 |
| 2002 | 0.009 | -0.014 | 0.019 | 0.013 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.070 |
| 5 years | 0.035 |
| 10 years | 0.044 |
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