Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 90 |
| 1 month | 0.034 | 0 | 77 |
| 3 months | 0.049 | 0 | 74 |
| 1 year | 0.132 | 0 | 84 |
| 3 years | 0.171 | 0 | 22 |
| 5 years | 0.134 | 0 | 41 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.131 | — |
| 2023 | 0.108 | — |
| 2022 | 0.077 | — |
| 2021 | 0.192 | — |
| 2020 | -0.141 | — |
| 2019 | -0.061 | — |
| 2018 | -0.119 | — |
| 2017 | 0.061 | — |
| 2016 | 0.045 | — |
| 2015 | -0.022 | — |
| 2014 | 0.039 | — |
| 2013 | 0.083 | — |
| 2012 | 0.308 | — |
| 2011 | -0.109 | — |
| 2010 | 0.280 | — |
| 2009 | 0.538 | — |
| 2008 | -0.317 | — |
| 2007 | 0.300 | — |
| 2006 | 0.384 | — |
| 2005 | 0.278 | — |
| 2004 | 0.388 | — |
| 2003 | 0.536 | — |
| 2002 | 0.031 | — |
| 2001 | 0.254 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | 0.021 | 0.049 | — |
| 2024 | 0.039 | -0.013 | 0.025 | 0.077 |
| 2023 | 0.084 | 0.012 | -0.010 | 0.020 |
| 2022 | -0.052 | -0.016 | -0.051 | 0.217 |
| 2021 | 0.108 | 0.099 | -0.011 | -0.011 |
| 2020 | -0.195 | -0.023 | -0.017 | 0.111 |
| 2019 | -0.031 | -0.044 | -0.027 | 0.041 |
| 2018 | -0.020 | -0.022 | 0.028 | -0.105 |
| 2017 | 0.040 | 0.052 | -0.009 | -0.022 |
| 2016 | 0.048 | -0.019 | 0.038 | -0.021 |
| 2015 | 0.001 | -0.003 | -0.042 | 0.022 |
| 2014 | -0.001 | 0.087 | 0.029 | -0.071 |
| 2013 | 0.030 | -0.003 | 0.025 | 0.029 |
| 2012 | 0.103 | 0.002 | 0.073 | 0.103 |
| 2011 | -0.037 | -0.026 | -0.146 | 0.112 |
| 2010 | 0.082 | -0.008 | 0.051 | 0.135 |
| 2009 | -0.133 | 0.326 | 0.203 | 0.112 |
| 2008 | 0.004 | -0.015 | -0.161 | -0.176 |
| 2007 | 0.144 | 0.081 | -0.010 | 0.061 |
| 2006 | 0.060 | 0.000 | 0.105 | 0.182 |
| 2005 | -0.005 | 0.076 | 0.104 | 0.081 |
| 2004 | 0.161 | -0.004 | 0.059 | 0.133 |
| 2003 | 0.007 | 0.191 | 0.120 | 0.144 |
| 2002 | 0.129 | -0.052 | -0.074 | 0.040 |
| 2001 | 0.083 | 0.109 | -0.212 | 0.326 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.132 |
| 3 years | 0.171 |
| 5 years | 0.134 |
| 10 years | 0.031 |