Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.123 | 0 | — |
| 1 month | 0.012 | 0 | — |
| 3 months | 0.049 | 0 | — |
| 1 year | 0.107 | 0 | — |
| 3 years | 0.113 | 0 | — |
| 5 years | 0.092 | 0 | — |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.105 | — |
| 2022 | -0.061 | — |
| 2021 | 0.149 | — |
| 2020 | 0.039 | — |
| 2019 | 0.126 | — |
| 2018 | -0.054 | — |
| 2017 | 0.070 | — |
| 2016 | 0.139 | — |
| 2015 | -0.012 | — |
| 2014 | 0.075 | — |
| 2013 | 0.191 | — |
| 2012 | 0.123 | — |
| 2011 | 0.011 | — |
| 2010 | 0.130 | — |
| 2009 | 0.207 | — |
| 2008 | -0.202 | — |
| 2007 | -0.085 | — |
| 2006 | 0.106 | — |
| 2005 | 0.127 | — |
| 2004 | 0.114 | — |
| 2003 | 0.113 | — |
| 2002 | -0.021 | — |
| 2001 | 0.038 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.040 | 0.059 | — |
| 2024 | 0.046 | 0.009 | 0.059 | 0.021 |
| 2023 | 0.037 | 0.007 | -0.017 | 0.076 |
| 2022 | -0.011 | -0.089 | -0.002 | 0.045 |
| 2021 | 0.036 | 0.053 | 0.008 | 0.044 |
| 2020 | -0.150 | 0.110 | 0.041 | 0.058 |
| 2019 | 0.065 | 0.014 | 0.015 | 0.028 |
| 2018 | -0.014 | 0.023 | -0.003 | -0.060 |
| 2017 | 0.020 | 0.007 | 0.008 | 0.033 |
| 2016 | 0.016 | 0.041 | 0.041 | 0.034 |
| 2015 | 0.033 | -0.009 | -0.054 | 0.019 |
| 2014 | 0.045 | 0.028 | 0.003 | -0.002 |
| 2013 | 0.057 | 0.007 | 0.047 | 0.069 |
| 2012 | 0.055 | -0.016 | 0.042 | 0.038 |
| 2011 | 0.037 | 0.001 | -0.067 | 0.043 |
| 2010 | 0.027 | -0.027 | 0.079 | 0.048 |
| 2009 | -0.045 | 0.142 | 0.097 | 0.009 |
| 2008 | -0.014 | 0.000 | -0.080 | -0.120 |
| 2007 | 0.018 | -0.001 | -0.016 | -0.086 |
| 2006 | 0.038 | -0.032 | 0.040 | 0.058 |
| 2005 | 0.028 | 0.040 | 0.033 | 0.021 |
| 2004 | 0.047 | 0.004 | 0.006 | 0.054 |
| 2003 | -0.050 | 0.076 | 0.027 | 0.059 |
| 2002 | 0.031 | -0.026 | -0.057 | 0.034 |
| 2001 | -0.014 | 0.020 | -0.034 | 0.068 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.113 |
| 5 years | 0.092 |
| 10 years | 0.074 |
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