Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 1.552 | 0 | 31 |
| 1 month | 0.170 | 0 | 11 |
| 3 months | 0.392 | 0 | 13 |
| 1 year | 1.306 | 0 | 34 |
| 3 years | 0.326 | 0 | 83 |
| 5 years | 0.132 | 0 | 84 |
| 10 years | 0.159 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.027 | — |
| 2023 | -0.099 | — |
| 2022 | -0.233 | — |
| 2021 | -0.108 | — |
| 2020 | 0.355 | — |
| 2019 | 0.434 | — |
| 2018 | -0.257 | — |
| 2017 | 0.057 | — |
| 2016 | 0.757 | — |
| 2015 | -0.269 | — |
| 2014 | -0.069 | — |
| 2013 | -0.540 | — |
| 2012 | -0.260 | — |
| 2011 | -0.330 | — |
| 2010 | 0.748 | — |
| 2009 | 0.791 | — |
| 2008 | -0.472 | — |
| 2007 | 0.156 | — |
| 2006 | 0.496 | — |
| 2005 | 0.280 | — |
| 2004 | 0.024 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.268 | 0.229 | 0.459 | — |
| 2024 | -0.010 | 0.038 | 0.154 | -0.134 |
| 2023 | 0.052 | -0.129 | -0.128 | 0.128 |
| 2022 | 0.070 | -0.328 | -0.070 | 0.147 |
| 2021 | -0.048 | 0.026 | -0.153 | 0.077 |
| 2020 | -0.368 | 0.737 | 0.088 | 0.135 |
| 2019 | 0.085 | 0.056 | 0.081 | 0.158 |
| 2018 | -0.071 | -0.065 | -0.148 | 0.004 |
| 2017 | 0.121 | -0.054 | 0.012 | -0.014 |
| 2016 | 0.398 | 0.484 | 0.069 | -0.208 |
| 2015 | -0.084 | 0.070 | -0.196 | -0.072 |
| 2014 | 0.171 | 0.162 | -0.183 | -0.163 |
| 2013 | -0.186 | -0.337 | 0.106 | -0.230 |
| 2012 | -0.050 | -0.270 | 0.263 | -0.155 |
| 2011 | -0.048 | -0.041 | -0.217 | -0.061 |
| 2010 | 0.048 | 0.019 | 0.253 | 0.306 |
| 2009 | 0.146 | 0.116 | 0.197 | 0.169 |
| 2008 | -0.056 | -0.019 | -0.373 | -0.091 |
| 2007 | 0.002 | 0.017 | 0.078 | 0.053 |
| 2006 | 0.328 | -0.048 | -0.016 | 0.203 |
| 2005 | 0.070 | -0.062 | 0.129 | 0.129 |
| 2004 | -0.047 | -0.155 | 0.173 | 0.084 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 1.191 |
| 3 years | 0.303 |
| 5 years | 0.121 |
| 10 years | 0.153 |
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