Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.084 | 0 | 11 |
| 1 month | -0.008 | 0 | 21 |
| 3 months | -0.121 | 0 | 8 |
| 1 year | -0.037 | 0 | 89 |
| 3 years | 0.077 | 0 | 59 |
| 5 years | 0.104 | 0 | 57 |
| 10 years | 0.137 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.098 | — |
| 2023 | 0.254 | — |
| 2022 | -0.136 | — |
| 2021 | 0.293 | — |
| 2020 | 0.203 | — |
| 2019 | 0.272 | — |
| 2018 | 0.079 | — |
| 2017 | 0.098 | — |
| 2016 | 0.445 | — |
| 2015 | 0.020 | — |
| 2014 | 0.194 | — |
| 2013 | 0.269 | — |
| 2012 | 0.000 | — |
| 2011 | -0.133 | — |
| 2010 | 0.146 | — |
| 2009 | 0.305 | — |
| 2008 | -0.216 | — |
| 2007 | 0.019 | — |
| 2006 | 0.057 | — |
| 2005 | 0.213 | — |
| 2004 | -0.014 | — |
| 2003 | 0.205 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.077 | — | — | — |
| 2024 | 0.080 | -0.012 | -0.041 | 0.074 |
| 2023 | 0.068 | 0.067 | 0.024 | 0.075 |
| 2022 | -0.086 | -0.107 | 0.065 | -0.007 |
| 2021 | 0.025 | 0.123 | 0.047 | 0.073 |
| 2020 | -0.064 | 0.177 | 0.029 | 0.061 |
| 2019 | 0.118 | 0.080 | 0.051 | 0.003 |
| 2018 | -0.026 | 0.140 | 0.064 | -0.088 |
| 2017 | 0.039 | 0.003 | -0.009 | 0.063 |
| 2016 | 0.048 | 0.071 | 0.088 | 0.184 |
| 2015 | 0.074 | -0.061 | -0.065 | 0.082 |
| 2014 | 0.014 | 0.018 | 0.050 | 0.102 |
| 2013 | 0.218 | 0.004 | -0.029 | 0.069 |
| 2012 | 0.132 | -0.133 | 0.061 | -0.039 |
| 2011 | 0.047 | -0.042 | -0.180 | 0.055 |
| 2010 | 0.124 | -0.125 | 0.016 | 0.148 |
| 2009 | -0.056 | 0.117 | 0.171 | 0.058 |
| 2008 | -0.129 | -0.024 | -0.055 | -0.025 |
| 2007 | 0.017 | 0.045 | 0.006 | -0.047 |
| 2006 | 0.044 | -0.074 | 0.055 | 0.038 |
| 2005 | 0.011 | 0.083 | 0.061 | 0.045 |
| 2004 | -0.011 | -0.012 | -0.012 | 0.022 |
| 2003 | 0.029 | 0.133 | 0.012 | 0.022 |
| 2002 | -0.012 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | 0.077 |
| 5 years | 0.104 |
| 10 years | 0.137 |