Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 31 |
| 1 month | 0.005 | 0 | 86 |
| 3 months | 0.043 | 0 | 71 |
| 1 year | 0.412 | 0 | 4 |
| 3 years | 0.144 | 0 | 4 |
| 5 years | 0.148 | 0 | 4 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.365 | — |
| 2023 | 0.046 | — |
| 2022 | -0.114 | — |
| 2021 | 0.135 | — |
| 2020 | 0.016 | — |
| 2019 | 0.133 | — |
| 2018 | -0.095 | — |
| 2017 | 0.329 | — |
| 2016 | 0.013 | — |
| 2015 | -0.163 | — |
| 2014 | -0.003 | — |
| 2013 | 0.008 | — |
| 2012 | 0.267 | — |
| 2011 | -0.237 | — |
| 2010 | 0.230 | — |
| 2009 | 0.747 | — |
| 2008 | -0.497 | — |
| 2007 | 0.265 | — |
| 2006 | 0.569 | — |
| 2005 | 0.105 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.080 | — | — | — |
| 2024 | -0.007 | 0.104 | 0.206 | 0.033 |
| 2023 | 0.067 | -0.062 | 0.011 | 0.033 |
| 2022 | -0.009 | -0.165 | -0.019 | 0.091 |
| 2021 | 0.115 | 0.019 | -0.021 | 0.020 |
| 2020 | -0.269 | 0.137 | 0.010 | 0.211 |
| 2019 | 0.050 | 0.061 | -0.057 | 0.078 |
| 2018 | 0.081 | -0.087 | -0.004 | -0.079 |
| 2017 | 0.130 | 0.047 | 0.034 | 0.087 |
| 2016 | 0.043 | 0.002 | 0.009 | -0.039 |
| 2015 | -0.018 | 0.006 | -0.188 | 0.043 |
| 2014 | -0.024 | 0.060 | -0.020 | -0.016 |
| 2013 | 0.028 | -0.066 | 0.042 | 0.008 |
| 2012 | 0.182 | -0.051 | 0.102 | 0.026 |
| 2011 | -0.008 | 0.007 | -0.229 | -0.009 |
| 2010 | -0.006 | -0.023 | 0.154 | 0.098 |
| 2009 | -0.083 | 0.439 | 0.204 | 0.099 |
| 2008 | -0.108 | 0.010 | -0.244 | -0.262 |
| 2007 | 0.124 | 0.111 | 0.064 | -0.048 |
| 2006 | 0.144 | -0.001 | 0.082 | 0.269 |
| 2005 | 0.002 | 0.048 | 0.053 | -0.001 |
| 2004 | 0.053 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.342 |
| 3 years | 0.124 |
| 5 years | 0.137 |
| 10 years | 0.051 |