Performance Summaries

First Quarter, 2025
(.2%)

Year to Date
(.2%)

Past Year
4.5%

Last 3 Years
4.0%

Last 5 Years
9.0%

Since Inception (Q4 2002)
7.5%

Quarterly Performance Summary Reports
Click the links below to view in pdf format.

1st Quarter, 2025

4th Quarter, 2024
3rd Quarter, 2024
2nd Quarter, 2024
1st Quarter, 2024

4th Quarter, 2023
3rd Quarter, 2023
2nd Quarter, 2023
1st Quarter, 2023

4th Quarter, 2022
3rd Quarter, 2022
2nd Quarter, 2022
1st Quarter, 2022

4th Quarter, 2021
3rd Quarter, 2021
2nd Quarter, 2021
1st Quarter, 2021

4th Quarter, 2020
3rd Quarter, 2020
2nd Quarter, 2020
1st Quarter, 2020

4th Quarter, 2019
3rd Quarter, 2019
2nd Quarter, 2019
1st Quarter, 2019

4th Quarter, 2018
3rd Quarter, 2018
2nd Quarter, 2018
1st Quarter, 2018

4th Quarter, 2017
3rd Quarter, 2017
2nd Quarter, 2017
1st Quarter, 2017

4th Quarter, 2016
3rd Quarter, 2016
2nd Quarter, 2016
1st Quarter, 2016

4th Quarter, 2015
3rd Quarter, 2015
2nd Quarter, 2015
1st Quarter, 2015

Please click here to download a copy of our Investment Policy Statement (IPS)