Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.088 | 0 | 70 |
| 1 month | -0.037 | 0 | 17 |
| 3 months | 0.083 | 0 | 76 |
| 1 year | 0.209 | 0 | 88 |
| 3 years | -0.005 | 0 | 76 |
| 5 years | 0.017 | 0 | 4 |
| 10 years | -0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.154 | — |
| 2023 | -0.178 | — |
| 2022 | -0.141 | — |
| 2021 | -0.119 | — |
| 2020 | 0.272 | — |
| 2019 | 0.115 | — |
| 2018 | -0.172 | — |
| 2017 | 0.339 | — |
| 2016 | 0.009 | — |
| 2015 | -0.061 | — |
| 2014 | 0.053 | — |
| 2013 | 0.056 | — |
| 2012 | 0.227 | — |
| 2011 | -0.198 | — |
| 2010 | 0.184 | — |
| 2009 | 0.697 | — |
| 2008 | -0.475 | — |
| 2007 | 0.507 | — |
| 2006 | 0.511 | — |
| 2005 | 0.079 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.130 | — | — | — |
| 2024 | -0.020 | 0.066 | 0.195 | -0.076 |
| 2023 | 0.015 | -0.093 | -0.042 | -0.069 |
| 2022 | -0.071 | 0.008 | -0.208 | 0.159 |
| 2021 | 0.030 | 0.027 | -0.122 | -0.051 |
| 2020 | -0.138 | 0.150 | 0.111 | 0.155 |
| 2019 | 0.131 | -0.020 | -0.076 | 0.089 |
| 2018 | 0.013 | -0.055 | -0.048 | -0.092 |
| 2017 | 0.087 | 0.069 | 0.072 | 0.074 |
| 2016 | -0.046 | -0.008 | 0.116 | -0.045 |
| 2015 | 0.055 | 0.069 | -0.202 | 0.042 |
| 2014 | -0.058 | 0.051 | 0.008 | 0.055 |
| 2013 | -0.024 | -0.054 | 0.088 | 0.052 |
| 2012 | 0.105 | -0.049 | 0.069 | 0.091 |
| 2011 | -0.001 | -0.030 | -0.226 | 0.070 |
| 2010 | -0.001 | -0.050 | 0.174 | 0.062 |
| 2009 | -0.006 | 0.357 | 0.175 | 0.070 |
| 2008 | -0.179 | -0.034 | -0.209 | -0.163 |
| 2007 | -0.004 | 0.107 | 0.270 | 0.076 |
| 2006 | 0.151 | 0.030 | 0.081 | 0.180 |
| 2005 | -0.045 | 0.052 | 0.069 | 0.005 |
| 2004 | 0.096 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.209 |
| 3 years | -0.005 |
| 5 years | 0.017 |
| 10 years | -0.004 |