Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.305 | 0 | 7 |
| 1 month | 0.015 | 0 | 8 |
| 3 months | 0.062 | 0 | 23 |
| 1 year | 0.299 | 0 | 8 |
| 3 years | 0.161 | 0 | 8 |
| 5 years | 0.127 | 0 | 9 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.015 | — |
| 2023 | 0.150 | — |
| 2022 | 0.001 | — |
| 2021 | 0.175 | — |
| 2020 | 0.059 | — |
| 2019 | 0.148 | — |
| 2018 | -0.133 | — |
| 2017 | 0.188 | — |
| 2016 | 0.214 | — |
| 2015 | 0.082 | — |
| 2014 | -0.020 | — |
| 2013 | 0.329 | — |
| 2012 | 0.148 | — |
| 2011 | -0.155 | — |
| 2010 | 0.147 | — |
| 2009 | 0.195 | — |
| 2008 | -0.168 | — |
| 2007 | 0.095 | — |
| 2006 | 0.187 | — |
| 2005 | 0.214 | — |
| 2004 | 0.125 | — |
| 2003 | 0.242 | — |
| 2002 | -0.155 | — |
| 2001 | -0.117 | — |
| 2000 | 0.039 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.086 | 0.095 | 0.059 | — |
| 2024 | 0.023 | 0.009 | 0.058 | -0.071 |
| 2023 | 0.069 | -0.006 | 0.027 | 0.054 |
| 2022 | -0.027 | -0.081 | -0.037 | 0.163 |
| 2021 | 0.074 | 0.054 | 0.020 | 0.018 |
| 2020 | -0.225 | 0.217 | 0.013 | 0.109 |
| 2019 | 0.045 | 0.091 | -0.003 | 0.011 |
| 2018 | -0.061 | 0.009 | 0.020 | -0.103 |
| 2017 | 0.084 | 0.071 | 0.017 | 0.007 |
| 2016 | 0.015 | 0.010 | 0.092 | 0.085 |
| 2015 | 0.110 | -0.057 | -0.022 | 0.058 |
| 2014 | 0.025 | -0.003 | -0.037 | -0.004 |
| 2013 | 0.105 | 0.021 | 0.096 | 0.074 |
| 2012 | 0.086 | -0.103 | 0.101 | 0.071 |
| 2011 | 0.049 | 0.021 | -0.215 | 0.004 |
| 2010 | 0.069 | -0.108 | 0.118 | 0.076 |
| 2009 | -0.124 | 0.064 | 0.245 | 0.030 |
| 2008 | -0.061 | -0.051 | -0.083 | 0.018 |
| 2007 | 0.039 | 0.058 | -0.009 | 0.006 |
| 2006 | 0.089 | -0.036 | 0.060 | 0.067 |
| 2005 | 0.028 | 0.032 | 0.077 | 0.063 |
| 2004 | 0.010 | 0.029 | 0.006 | 0.075 |
| 2003 | -0.062 | 0.152 | 0.049 | 0.096 |
| 2002 | 0.059 | -0.082 | -0.195 | 0.080 |
| 2001 | -0.060 | -0.003 | -0.149 | 0.107 |
| 2000 | 0.039 | 0.030 | -0.022 | -0.007 |
| 1999 | 0.153 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.299 |
| 3 years | 0.161 |
| 5 years | 0.127 |
| 10 years | 0.106 |
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