Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | — |
| 1 month | -0.007 | 0 | — |
| 3 months | -0.048 | 0 | — |
| 1 year | 0.080 | 0 | — |
| 3 years | 0.058 | 0 | — |
| 5 years | 0.087 | 0 | — |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.143 | — |
| 2023 | 0.142 | — |
| 2022 | -0.194 | — |
| 2021 | 0.220 | — |
| 2020 | 0.052 | — |
| 2019 | 0.197 | — |
| 2018 | -0.071 | — |
| 2017 | 0.144 | — |
| 2016 | 0.114 | — |
| 2015 | -0.011 | — |
| 2014 | 0.065 | — |
| 2013 | 0.273 | — |
| 2012 | 0.238 | — |
| 2011 | -0.209 | — |
| 2010 | -0.010 | — |
| 2009 | 0.268 | — |
| 2008 | -0.561 | — |
| 2007 | -0.167 | — |
| 2006 | 0.140 | — |
| 2005 | 0.137 | — |
| 2004 | 0.101 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.080 | 0.018 | 0.046 | -0.005 |
| 2023 | 0.052 | 0.051 | -0.029 | 0.063 |
| 2022 | -0.061 | -0.139 | -0.053 | 0.052 |
| 2021 | 0.057 | 0.071 | -0.003 | 0.080 |
| 2020 | -0.192 | 0.149 | 0.051 | 0.078 |
| 2019 | 0.104 | 0.026 | 0.013 | 0.044 |
| 2018 | -0.023 | 0.022 | 0.040 | -0.106 |
| 2017 | 0.049 | 0.020 | 0.020 | 0.047 |
| 2016 | -0.089 | -0.020 | 0.060 | 0.177 |
| 2015 | 0.035 | -0.002 | -0.086 | 0.048 |
| 2014 | -0.001 | 0.016 | 0.012 | 0.036 |
| 2013 | 0.088 | 0.030 | 0.055 | 0.077 |
| 2012 | 0.163 | -0.072 | 0.064 | 0.077 |
| 2011 | 0.023 | -0.045 | -0.213 | 0.030 |
| 2010 | 0.049 | -0.143 | 0.058 | 0.041 |
| 2009 | -0.195 | 0.347 | 0.223 | -0.044 |
| 2008 | -0.167 | -0.138 | -0.032 | -0.369 |
| 2007 | -0.018 | 0.014 | -0.067 | -0.103 |
| 2006 | 0.069 | -0.040 | 0.062 | 0.046 |
| 2005 | -0.028 | 0.027 | 0.049 | 0.085 |
| 2004 | 0.034 | -0.022 | 0.000 | 0.089 |
| 2003 | 0.198 | 0.042 | 0.107 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.047 |
| 5 years | 0.080 |
| 10 years | 0.057 |