Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.355 | 0 | 5 |
| 1 month | -0.016 | 0 | 98 |
| 3 months | 0.022 | 0 | 89 |
| 1 year | 0.388 | 0 | 5 |
| 3 years | 0.113 | 0 | 65 |
| 5 years | 0.001 | 0 | 45 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.151 | — |
| 2023 | -0.179 | — |
| 2022 | -0.142 | — |
| 2021 | -0.121 | — |
| 2020 | 0.269 | — |
| 2019 | 0.111 | — |
| 2018 | -0.173 | — |
| 2017 | 0.336 | — |
| 2016 | 0.009 | — |
| 2015 | -0.062 | — |
| 2014 | 0.050 | — |
| 2013 | 0.055 | — |
| 2012 | 0.223 | — |
| 2011 | -0.196 | — |
| 2010 | 0.185 | — |
| 2009 | 0.693 | — |
| 2008 | -0.476 | — |
| 2007 | 0.504 | — |
| 2006 | 0.508 | — |
| 2005 | 0.077 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.130 | 0.061 | 0.210 | — |
| 2024 | -0.021 | 0.066 | 0.194 | -0.076 |
| 2023 | 0.015 | -0.093 | -0.042 | -0.069 |
| 2022 | -0.071 | 0.007 | -0.209 | 0.159 |
| 2021 | 0.029 | 0.026 | -0.122 | -0.052 |
| 2020 | -0.139 | 0.149 | 0.110 | 0.155 |
| 2019 | 0.130 | -0.020 | -0.078 | 0.088 |
| 2018 | 0.012 | -0.055 | -0.048 | -0.092 |
| 2017 | 0.088 | 0.068 | 0.071 | 0.074 |
| 2016 | -0.046 | -0.008 | 0.115 | -0.044 |
| 2015 | 0.056 | 0.069 | -0.202 | 0.042 |
| 2014 | -0.059 | 0.050 | 0.008 | 0.054 |
| 2013 | -0.024 | -0.055 | 0.089 | 0.052 |
| 2012 | 0.104 | -0.047 | 0.067 | 0.089 |
| 2011 | 0.000 | -0.031 | -0.226 | 0.072 |
| 2010 | -0.002 | -0.048 | 0.174 | 0.062 |
| 2009 | -0.006 | 0.357 | 0.174 | 0.069 |
| 2008 | -0.179 | -0.034 | -0.209 | -0.163 |
| 2007 | -0.004 | 0.107 | 0.269 | 0.075 |
| 2006 | 0.150 | 0.029 | 0.080 | 0.179 |
| 2005 | -0.046 | 0.052 | 0.069 | 0.004 |
| 2004 | 0.097 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.388 |
| 3 years | 0.113 |
| 5 years | 0.001 |
| 10 years | 0.041 |
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