Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.072 | 0 | 57 |
| 1 month | 0.040 | 0 | 90 |
| 3 months | 0.101 | 0 | 52 |
| 1 year | 0.137 | 0 | 23 |
| 3 years | 0.182 | 0 | 36 |
| 5 years | 0.222 | 0 | 43 |
| 10 years | 0.108 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.195 | — |
| 2022 | 0.151 | — |
| 2021 | 0.143 | — |
| 2020 | -0.053 | — |
| 2019 | 0.116 | — |
| 2018 | -0.068 | — |
| 2017 | 0.435 | — |
| 2016 | 0.130 | — |
| 2015 | -0.114 | — |
| 2014 | 0.640 | — |
| 2013 | -0.135 | — |
| 2012 | 0.587 | — |
| 2011 | -0.326 | — |
| 2010 | 0.366 | — |
| 2009 | 0.778 | — |
| 2008 | -0.459 | — |
| 2007 | 0.667 | — |
| 2006 | 0.313 | — |
| 2005 | 0.256 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | — | — | — |
| 2024 | -0.002 | 0.112 | 0.055 | -0.050 |
| 2023 | -0.058 | 0.132 | 0.013 | 0.107 |
| 2022 | 0.006 | -0.093 | 0.158 | 0.090 |
| 2021 | 0.057 | 0.065 | 0.083 | -0.063 |
| 2020 | -0.425 | 0.147 | 0.016 | 0.413 |
| 2019 | 0.105 | -0.002 | -0.081 | 0.101 |
| 2018 | -0.067 | 0.015 | -0.074 | 0.063 |
| 2017 | 0.196 | 0.091 | 0.044 | 0.054 |
| 2016 | -0.046 | 0.184 | 0.099 | -0.091 |
| 2015 | -0.045 | 0.001 | -0.040 | -0.035 |
| 2014 | 0.118 | 0.212 | -0.003 | 0.214 |
| 2013 | -0.109 | 0.011 | -0.187 | 0.181 |
| 2012 | 0.300 | 0.014 | 0.098 | 0.097 |
| 2011 | -0.005 | -0.044 | -0.157 | -0.160 |
| 2010 | 0.066 | 0.047 | 0.286 | -0.048 |
| 2009 | -0.118 | 0.656 | 0.189 | 0.023 |
| 2008 | -0.301 | -0.220 | 0.113 | -0.108 |
| 2007 | -0.053 | 0.223 | 0.186 | 0.214 |
| 2006 | 0.014 | -0.170 | 0.348 | 0.156 |
| 2005 | 0.010 | 0.017 | 0.253 | -0.024 |
| 2004 | 0.113 | 0.394 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.137 |
| 3 years | 0.182 |
| 5 years | 0.222 |
| 10 years | 0.108 |