Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0 | 41 |
| 1 month | -0.049 | 0 | 77 |
| 3 months | 0.068 | 0 | 47 |
| 1 year | 0.202 | 0 | 36 |
| 3 years | -0.048 | 0 | 83 |
| 5 years | -0.067 | 0 | 95 |
| 10 years | -0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | -0.225 | — |
| 2022 | -0.309 | — |
| 2021 | -0.227 | — |
| 2020 | 0.360 | — |
| 2019 | 0.169 | — |
| 2018 | -0.099 | — |
| 2017 | 0.356 | — |
| 2016 | 0.041 | — |
| 2015 | -0.117 | — |
| 2014 | -0.014 | — |
| 2013 | -0.046 | — |
| 2012 | 0.119 | — |
| 2011 | -0.187 | — |
| 2010 | 0.166 | — |
| 2009 | 0.630 | — |
| 2008 | -0.454 | — |
| 2007 | 0.466 | — |
| 2006 | 0.434 | — |
| 2005 | 0.109 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.140 | — | — | — |
| 2024 | -0.029 | 0.026 | 0.174 | -0.050 |
| 2023 | 0.039 | -0.123 | -0.054 | -0.101 |
| 2022 | -0.205 | 0.065 | -0.271 | 0.120 |
| 2021 | -0.013 | 0.054 | -0.190 | -0.081 |
| 2020 | -0.113 | 0.203 | 0.136 | 0.123 |
| 2019 | 0.144 | -0.035 | -0.041 | 0.104 |
| 2018 | 0.035 | 0.001 | -0.014 | -0.119 |
| 2017 | 0.100 | 0.092 | 0.094 | 0.032 |
| 2016 | -0.011 | 0.007 | 0.104 | -0.053 |
| 2015 | 0.021 | 0.053 | -0.226 | 0.060 |
| 2014 | -0.050 | 0.027 | -0.003 | 0.014 |
| 2013 | -0.045 | -0.095 | 0.071 | 0.032 |
| 2012 | 0.078 | -0.094 | 0.036 | 0.106 |
| 2011 | 0.019 | -0.001 | -0.250 | 0.066 |
| 2010 | -0.008 | -0.055 | 0.179 | 0.055 |
| 2009 | 0.012 | 0.323 | 0.104 | 0.103 |
| 2008 | -0.180 | -0.006 | -0.185 | -0.178 |
| 2007 | -0.016 | 0.218 | 0.255 | -0.025 |
| 2006 | 0.075 | 0.039 | 0.041 | 0.233 |
| 2005 | -0.002 | 0.027 | 0.055 | 0.026 |
| 2004 | -0.042 | 0.056 | 0.088 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.166 |
| 3 years | -0.058 |
| 5 years | -0.072 |
| 10 years | -0.029 |