Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.046 | 0 | 78 |
| 1 month | 0.003 | 0 | 18 |
| 3 months | -0.061 | 0 | 76 |
| 1 year | 0.046 | 0 | 18 |
| 3 years | 0.059 | 0 | 77 |
| 5 years | 0.048 | 0 | 93 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.189 | — |
| 2023 | 0.108 | — |
| 2022 | -0.163 | — |
| 2021 | 0.077 | — |
| 2020 | -0.042 | — |
| 2019 | 0.207 | — |
| 2018 | -0.164 | — |
| 2017 | 0.113 | — |
| 2016 | 0.035 | — |
| 2015 | 0.255 | — |
| 2014 | 0.077 | — |
| 2013 | 0.167 | — |
| 2012 | 0.013 | — |
| 2011 | -0.112 | — |
| 2010 | 0.209 | — |
| 2009 | -0.059 | — |
| 2008 | -0.262 | — |
| 2007 | -0.182 | — |
| 2006 | -0.092 | — |
| 2005 | 0.406 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.140 | -0.017 | 0.009 | 0.052 |
| 2023 | 0.027 | 0.053 | -0.012 | 0.038 |
| 2022 | -0.070 | -0.096 | -0.023 | 0.019 |
| 2021 | 0.064 | -0.018 | 0.055 | -0.023 |
| 2020 | -0.181 | 0.074 | 0.007 | 0.082 |
| 2019 | 0.080 | -0.020 | 0.074 | 0.061 |
| 2018 | -0.034 | 0.018 | 0.014 | -0.162 |
| 2017 | 0.037 | -0.014 | 0.015 | 0.072 |
| 2016 | -0.106 | 0.033 | 0.048 | 0.069 |
| 2015 | 0.242 | 0.015 | -0.104 | 0.111 |
| 2014 | -0.062 | 0.080 | 0.051 | 0.012 |
| 2013 | 0.156 | 0.002 | 0.004 | 0.004 |
| 2012 | 0.067 | -0.043 | -0.034 | 0.026 |
| 2011 | -0.115 | -0.013 | 0.015 | 0.002 |
| 2010 | 0.140 | -0.010 | -0.060 | 0.140 |
| 2009 | -0.160 | 0.141 | 0.030 | -0.047 |
| 2008 | -0.123 | 0.035 | -0.109 | -0.088 |
| 2007 | 0.040 | -0.033 | -0.078 | -0.118 |
| 2006 | 0.038 | -0.110 | -0.018 | 0 |
| 2005 | 0.057 | 0.038 | 0.178 | 0.087 |
| 2004 | -0.003 | -0.105 | 0.022 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.059 |
| 5 years | 0.048 |
| 10 years | 0.024 |