Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 78 |
| 1 month | -0.003 | 0 | 65 |
| 3 months | -0.027 | 0 | 82 |
| 1 year | 0.014 | 0 | 85 |
| 3 years | 0.068 | 0 | 75 |
| 5 years | 0.105 | 0 | 66 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.180 | — |
| 2022 | -0.135 | — |
| 2021 | 0.226 | — |
| 2020 | -0.054 | — |
| 2019 | 0.236 | — |
| 2018 | -0.208 | — |
| 2017 | 0.121 | — |
| 2016 | 0.041 | — |
| 2015 | 0.080 | — |
| 2014 | 0.035 | — |
| 2013 | 0.280 | — |
| 2012 | 0.182 | — |
| 2011 | -0.200 | — |
| 2010 | 0.051 | — |
| 2009 | 0.200 | — |
| 2008 | -0.469 | — |
| 2007 | 0.028 | — |
| 2006 | 0.220 | — |
| 2005 | 0.267 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | — | — | — |
| 2024 | 0.088 | -0.024 | 0.020 | -0.044 |
| 2023 | 0.112 | 0.026 | -0.054 | 0.094 |
| 2022 | -0.083 | -0.117 | -0.036 | 0.109 |
| 2021 | 0.094 | 0.059 | 0.010 | 0.048 |
| 2020 | -0.272 | 0.167 | -0.005 | 0.119 |
| 2019 | 0.115 | 0.037 | 0.003 | 0.066 |
| 2018 | -0.047 | -0.002 | -0.010 | -0.159 |
| 2017 | 0.069 | 0.008 | 0.046 | -0.005 |
| 2016 | -0.071 | -0.031 | 0.068 | 0.083 |
| 2015 | 0.184 | -0.060 | -0.088 | 0.064 |
| 2014 | 0.038 | 0.016 | -0.016 | -0.002 |
| 2013 | 0.010 | 0.021 | 0.141 | 0.088 |
| 2012 | 0.098 | -0.067 | 0.085 | 0.063 |
| 2011 | 0.038 | 0.003 | -0.254 | 0.030 |
| 2010 | 0.006 | -0.088 | 0.082 | 0.058 |
| 2009 | -0.155 | 0.143 | 0.219 | 0.020 |
| 2008 | -0.163 | -0.044 | -0.172 | -0.198 |
| 2007 | 0.038 | 0.076 | -0.048 | -0.032 |
| 2006 | 0.104 | -0.044 | 0.073 | 0.077 |
| 2005 | 0.047 | 0.053 | 0.107 | 0.038 |
| 2004 | 0.021 | -0.019 | 0.083 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.068 |
| 5 years | 0.105 |
| 10 years | 0.031 |