Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0 | 51 |
| 1 month | -0.011 | 0 | 79 |
| 3 months | 0.048 | 0 | 64 |
| 1 year | 0.058 | 0 | 44 |
| 3 years | 0.130 | 0 | 35 |
| 5 years | 0.112 | 0 | 40 |
| 10 years | 0.104 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.219 | — |
| 2023 | 0.176 | — |
| 2022 | -0.150 | — |
| 2021 | 0.274 | — |
| 2020 | 0.161 | — |
| 2019 | 0.334 | — |
| 2018 | -0.050 | — |
| 2017 | 0.085 | — |
| 2016 | 0.060 | — |
| 2015 | 0.106 | — |
| 2014 | 0.181 | — |
| 2013 | 0.220 | — |
| 2012 | 0.145 | — |
| 2011 | -0.092 | — |
| 2010 | 0.163 | — |
| 2009 | 0.335 | — |
| 2008 | -0.516 | — |
| 2007 | 0.188 | — |
| 2006 | 0.128 | — |
| 2005 | 0.236 | — |
| 2004 | 0.022 | — |
| 2003 | 0.127 | — |
| 2002 | -0.207 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.081 | 0.047 | 0.067 | — |
| 2024 | 0.099 | 0.039 | 0.002 | 0.064 |
| 2023 | 0.037 | 0.064 | -0.005 | 0.072 |
| 2022 | -0.030 | -0.116 | -0.002 | -0.007 |
| 2021 | 0.081 | 0.062 | 0.019 | 0.088 |
| 2020 | -0.173 | 0.181 | 0.052 | 0.131 |
| 2019 | 0.162 | 0.030 | 0.033 | 0.078 |
| 2018 | -0.052 | 0.084 | 0.062 | -0.130 |
| 2017 | 0.040 | -0.014 | 0.012 | 0.045 |
| 2016 | -0.066 | 0.015 | 0.038 | 0.077 |
| 2015 | 0.164 | -0.036 | -0.117 | 0.116 |
| 2014 | 0.008 | 0.056 | 0.050 | 0.057 |
| 2013 | 0.115 | -0.012 | 0.043 | 0.060 |
| 2012 | 0.104 | -0.030 | 0.074 | -0.004 |
| 2011 | -0.011 | -0.034 | -0.119 | 0.079 |
| 2010 | 0.083 | -0.045 | 0.002 | 0.123 |
| 2009 | -0.047 | 0.164 | 0.129 | 0.066 |
| 2008 | -0.197 | 0.029 | -0.168 | -0.297 |
| 2007 | 0.085 | 0.104 | 0.024 | -0.032 |
| 2006 | 0.048 | -0.094 | 0.038 | 0.143 |
| 2005 | 0.026 | 0.070 | 0.059 | 0.063 |
| 2004 | 0.049 | -0.009 | -0.039 | 0.023 |
| 2003 | -0.081 | 0.128 | 0.037 | 0.049 |
| 2002 | 0.022 | -0.126 | -0.119 | 0.008 |
| 2001 | -0.258 | 0.186 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.116 |
| 5 years | 0.103 |
| 10 years | 0.099 |
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