Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.072 | 0 | 49 |
| 1 month | 0.035 | 0 | 29 |
| 3 months | 0.099 | 0 | 15 |
| 1 year | 0.073 | 0 | 35 |
| 3 years | 0.205 | 0 | 33 |
| 5 years | 0.222 | 0 | 26 |
| 10 years | 0.126 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.156 | — |
| 2023 | 0.231 | — |
| 2022 | 0.035 | — |
| 2021 | 0.279 | — |
| 2020 | 0.142 | — |
| 2019 | 0.076 | — |
| 2018 | -0.029 | — |
| 2017 | 0.306 | — |
| 2016 | 0.074 | — |
| 2015 | 0.011 | — |
| 2014 | 0.447 | — |
| 2013 | 0.093 | — |
| 2012 | 0.361 | — |
| 2011 | -0.229 | — |
| 2010 | 0.187 | — |
| 2009 | 0.905 | — |
| 2008 | -0.485 | — |
| 2007 | 0.623 | — |
| 2006 | 0.477 | — |
| 2005 | 0.418 | — |
| 2004 | 0.215 | — |
| 2003 | 0.908 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | 0.099 | — | — |
| 2024 | 0.045 | 0.105 | 0.087 | -0.079 |
| 2023 | -0.039 | 0.119 | 0.041 | 0.100 |
| 2022 | -0.008 | -0.091 | 0.099 | 0.045 |
| 2021 | 0.056 | 0.085 | 0.126 | -0.008 |
| 2020 | -0.291 | 0.194 | 0.085 | 0.243 |
| 2019 | 0.049 | 0.003 | -0.029 | 0.054 |
| 2018 | -0.061 | 0.023 | -0.009 | 0.019 |
| 2017 | 0.132 | 0.043 | 0.034 | 0.068 |
| 2016 | -0.021 | 0.089 | 0.069 | -0.058 |
| 2015 | 0.043 | -0.003 | -0.029 | 0.001 |
| 2014 | 0.071 | 0.187 | 0.054 | 0.080 |
| 2013 | -0.047 | 0.027 | -0.003 | 0.120 |
| 2012 | 0.138 | 0.010 | 0.099 | 0.077 |
| 2011 | -0.051 | -0.016 | -0.112 | -0.071 |
| 2010 | 0.012 | 0.026 | 0.129 | 0.013 |
| 2009 | -0.012 | 0.508 | 0.196 | 0.069 |
| 2008 | -0.242 | -0.142 | -0.022 | -0.190 |
| 2007 | -0.014 | 0.145 | 0.160 | 0.239 |
| 2006 | 0.194 | -0.073 | 0.194 | 0.117 |
| 2005 | 0.000 | 0.065 | 0.233 | 0.080 |
| 2004 | 0.007 | -0.135 | 0.151 | 0.212 |
| 2003 | -0.035 | 0.228 | 0.248 | 0.291 |
| 2002 | 0.107 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.205 |
| 5 years | 0.222 |
| 10 years | 0.126 |