Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.134 | 0 | 71 |
| 1 month | 0.013 | 0 | 42 |
| 3 months | 0.134 | 0 | 71 |
| 1 year | 0.302 | 0 | 95 |
| 3 years | -0.025 | 0 | 100 |
| 5 years | -0.027 | 0 | 100 |
| 10 years | -0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | -0.200 | — |
| 2022 | -0.197 | — |
| 2021 | -0.186 | — |
| 2020 | 0.104 | — |
| 2019 | 0.148 | — |
| 2018 | -0.144 | — |
| 2017 | 0.439 | — |
| 2016 | -0.001 | — |
| 2015 | -0.063 | — |
| 2014 | 0.034 | — |
| 2013 | 0.070 | — |
| 2012 | 0.251 | — |
| 2011 | -0.239 | — |
| 2010 | 0.085 | — |
| 2009 | 0.555 | — |
| 2008 | -0.504 | — |
| 2007 | 0.487 | — |
| 2006 | 0.460 | — |
| 2005 | 0.107 | — |
| 2004 | 0.162 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.134 | — | — | — |
| 2024 | -0.020 | 0.049 | 0.184 | -0.076 |
| 2023 | 0.017 | -0.106 | -0.058 | -0.066 |
| 2022 | -0.115 | 0.031 | -0.234 | 0.149 |
| 2021 | 0.017 | 0.004 | -0.160 | -0.052 |
| 2020 | -0.154 | 0.112 | 0.044 | 0.123 |
| 2019 | 0.143 | -0.009 | -0.062 | 0.081 |
| 2018 | -0.001 | -0.041 | -0.026 | -0.082 |
| 2017 | 0.104 | 0.093 | 0.090 | 0.094 |
| 2016 | -0.047 | 0.015 | 0.110 | -0.069 |
| 2015 | 0.051 | 0.074 | -0.203 | 0.042 |
| 2014 | -0.065 | 0.061 | 0.002 | 0.041 |
| 2013 | -0.005 | -0.054 | 0.094 | 0.039 |
| 2012 | 0.123 | -0.054 | 0.068 | 0.102 |
| 2011 | 0.000 | -0.025 | -0.249 | 0.039 |
| 2010 | -0.046 | -0.051 | 0.159 | 0.035 |
| 2009 | -0.030 | 0.321 | 0.105 | 0.098 |
| 2008 | -0.236 | -0.048 | -0.185 | -0.163 |
| 2007 | 0.023 | 0.126 | 0.294 | -0.003 |
| 2006 | 0.122 | 0.023 | 0.086 | 0.171 |
| 2005 | -0.037 | 0.049 | 0.085 | 0.010 |
| 2004 | 0.019 | -0.052 | 0.086 | 0.107 |
| 2003 | 0.119 | 0.189 | 0.119 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.302 |
| 3 years | -0.025 |
| 5 years | -0.027 |
| 10 years | -0.007 |