Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | — |
| 1 month | -0.007 | 0 | — |
| 3 months | -0.042 | 0 | — |
| 1 year | 0.131 | 0 | — |
| 3 years | 0.091 | 0 | — |
| 5 years | 0.178 | 0 | — |
| 10 years | 0.084 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.198 | — |
| 2023 | 0.153 | — |
| 2022 | -0.013 | — |
| 2021 | 0.358 | — |
| 2020 | 0.010 | — |
| 2019 | 0.235 | — |
| 2018 | -0.128 | — |
| 2017 | 0.073 | — |
| 2016 | 0.145 | — |
| 2015 | -0.041 | — |
| 2014 | 0.103 | — |
| 2013 | 0.290 | — |
| 2012 | 0.197 | — |
| 2011 | -0.022 | — |
| 2010 | 0.172 | — |
| 2009 | 0.449 | — |
| 2008 | -0.353 | — |
| 2007 | -0.129 | — |
| 2006 | 0.219 | — |
| 2005 | 0.054 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.063 | -0.004 | 0.123 | 0.007 |
| 2023 | 0.054 | 0.040 | -0.023 | 0.076 |
| 2022 | 0.079 | -0.103 | -0.043 | 0.067 |
| 2021 | 0.113 | 0.091 | 0.050 | 0.065 |
| 2020 | -0.261 | 0.126 | 0.067 | 0.137 |
| 2019 | 0.099 | 0.017 | 0.022 | 0.082 |
| 2018 | -0.024 | 0.028 | 0.003 | -0.133 |
| 2017 | 0.006 | 0.017 | 0.024 | 0.024 |
| 2016 | -0.002 | 0.013 | 0.065 | 0.064 |
| 2015 | 0.031 | 0.014 | -0.112 | 0.032 |
| 2014 | 0.092 | 0.036 | -0.011 | -0.014 |
| 2013 | 0.097 | 0.045 | 0.058 | 0.063 |
| 2012 | 0.098 | -0.005 | 0.051 | 0.043 |
| 2011 | 0.065 | -0.056 | -0.064 | 0.040 |
| 2010 | 0.073 | -0.115 | 0.104 | 0.118 |
| 2009 | -0.093 | 0.300 | 0.185 | 0.037 |
| 2008 | -0.064 | -0.078 | -0.024 | -0.232 |
| 2007 | 0.047 | -0.001 | -0.072 | -0.104 |
| 2006 | 0.054 | -0.045 | 0.075 | 0.125 |
| 2005 | 0.027 | 0.003 | 0.020 | 0.002 |
| 2004 | 0.098 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.131 |
| 3 years | 0.091 |
| 5 years | 0.178 |
| 10 years | 0.084 |