Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.133 | 0 | 2 |
| 1 month | -0.002 | 0 | 26 |
| 3 months | 0.056 | 0 | 7 |
| 1 year | 0.126 | 0 | 28 |
| 3 years | 0.099 | 0 | 33 |
| 5 years | 0.144 | 0 | 29 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.055 | — |
| 2023 | 0.118 | — |
| 2022 | -0.022 | — |
| 2021 | 0.223 | — |
| 2020 | -0.053 | — |
| 2019 | 0.216 | — |
| 2018 | -0.150 | — |
| 2017 | 0.056 | — |
| 2016 | 0.028 | — |
| 2015 | 0.074 | — |
| 2014 | 0.033 | — |
| 2013 | 0.235 | — |
| 2012 | 0.184 | — |
| 2011 | -0.114 | — |
| 2010 | 0.045 | — |
| 2009 | 0.294 | — |
| 2008 | -0.471 | — |
| 2007 | 0.011 | — |
| 2006 | 0.208 | — |
| 2005 | 0.250 | — |
| 2004 | 0.140 | — |
| 2003 | 0.160 | — |
| 2002 | -0.288 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.135 | — | — | — |
| 2024 | 0.056 | 0.004 | 0.050 | -0.052 |
| 2023 | 0.051 | 0.009 | 0.001 | 0.054 |
| 2022 | -0.028 | -0.057 | -0.047 | 0.121 |
| 2021 | 0.112 | 0.019 | 0.013 | 0.065 |
| 2020 | -0.276 | 0.157 | -0.028 | 0.163 |
| 2019 | 0.106 | 0.004 | 0.024 | 0.069 |
| 2018 | -0.052 | 0.028 | 0.002 | -0.130 |
| 2017 | 0.026 | -0.002 | 0.037 | -0.005 |
| 2016 | -0.091 | -0.016 | 0.046 | 0.097 |
| 2015 | 0.163 | -0.027 | -0.087 | 0.040 |
| 2014 | 0.025 | 0.018 | 0.009 | -0.018 |
| 2013 | 0.034 | 0.011 | 0.103 | 0.071 |
| 2012 | 0.071 | -0.035 | 0.087 | 0.054 |
| 2011 | 0.007 | 0.001 | -0.199 | 0.099 |
| 2010 | 0.026 | -0.105 | 0.083 | 0.050 |
| 2009 | -0.124 | 0.219 | 0.204 | 0.006 |
| 2008 | -0.185 | -0.042 | -0.129 | -0.222 |
| 2007 | 0.024 | 0.073 | -0.043 | -0.039 |
| 2006 | 0.099 | -0.040 | 0.067 | 0.074 |
| 2005 | 0.035 | 0.052 | 0.100 | 0.043 |
| 2004 | 0.043 | 0.034 | -0.008 | 0.066 |
| 2003 | -0.098 | 0.170 | 0.014 | 0.085 |
| 2002 | 0.020 | -0.129 | -0.201 | 0.001 |
| 2001 | 0.002 | -0.148 | 0.104 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.081 |
| 5 years | 0.132 |
| 10 years | 0.040 |