Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 4 |
| 1 month | -0.035 | 0 | 58 |
| 3 months | 0.020 | 0 | 4 |
| 1 year | 0.094 | 0 | 19 |
| 3 years | 0.045 | 0 | 15 |
| 5 years | 0.078 | 0 | 49 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.123 | — |
| 2023 | 0.082 | — |
| 2022 | -0.174 | — |
| 2021 | 0.002 | — |
| 2020 | 0.064 | — |
| 2019 | 0.272 | — |
| 2018 | -0.136 | — |
| 2017 | 0.205 | — |
| 2016 | 0.199 | — |
| 2015 | -0.110 | — |
| 2014 | 0.041 | — |
| 2013 | -0.057 | — |
| 2012 | 0.088 | — |
| 2011 | -0.135 | — |
| 2010 | 0.230 | — |
| 2009 | 0.669 | — |
| 2008 | -0.510 | — |
| 2007 | 0.151 | — |
| 2006 | 0.135 | — |
| 2005 | 0.443 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | 0.047 | 0.036 | 0.040 | -0.004 |
| 2023 | 0.050 | 0.007 | -0.006 | 0.030 |
| 2022 | -0.103 | -0.058 | -0.062 | 0.042 |
| 2021 | 0.097 | 0.008 | -0.095 | 0.001 |
| 2020 | -0.248 | 0.178 | 0.064 | 0.129 |
| 2019 | 0.146 | -0.004 | 0.011 | 0.102 |
| 2018 | -0.028 | -0.033 | 0.004 | -0.085 |
| 2017 | 0.104 | -0.008 | 0.043 | 0.055 |
| 2016 | 0.007 | 0.072 | 0.082 | 0.026 |
| 2015 | 0.132 | -0.065 | -0.195 | 0.045 |
| 2014 | -0.038 | 0.042 | 0.047 | -0.009 |
| 2013 | 0.038 | -0.101 | 0.002 | 0.009 |
| 2012 | 0.070 | -0.049 | 0.045 | 0.023 |
| 2011 | -0.044 | -0.030 | -0.149 | 0.097 |
| 2010 | 0.086 | -0.031 | 0.065 | 0.096 |
| 2009 | 0.024 | 0.243 | 0.166 | 0.125 |
| 2008 | -0.217 | -0.012 | -0.114 | -0.285 |
| 2007 | -0.001 | 0.115 | 0.043 | -0.009 |
| 2006 | 0.085 | -0.101 | 0.046 | 0.112 |
| 2005 | 0.071 | 0.106 | 0.133 | 0.076 |
| 2004 | -0.050 | 0.043 | 0.050 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.035 |
| 5 years | 0.071 |
| 10 years | 0.028 |