Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 69 |
| 1 month | -0.019 | 0 | 95 |
| 3 months | -0.023 | 0 | 99 |
| 1 year | -0.021 | 0 | 49 |
| 3 years | 0.161 | 0 | 8 |
| 5 years | 0.179 | 0 | 36 |
| 10 years | 0.111 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.205 | — |
| 2023 | 0.258 | — |
| 2022 | 0.004 | — |
| 2021 | 0.195 | — |
| 2020 | 0.061 | — |
| 2019 | 0.133 | — |
| 2018 | -0.027 | — |
| 2017 | 0.265 | — |
| 2016 | 0.049 | — |
| 2015 | -0.023 | — |
| 2014 | 0.375 | — |
| 2013 | 0.022 | — |
| 2012 | 0.299 | — |
| 2011 | -0.198 | — |
| 2010 | 0.168 | — |
| 2009 | 0.771 | — |
| 2008 | -0.455 | — |
| 2007 | 0.650 | — |
| 2006 | 0.466 | — |
| 2005 | 0.429 | — |
| 2004 | 0.251 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | 0.071 | — | — |
| 2024 | 0.046 | 0.114 | 0.102 | -0.063 |
| 2023 | -0.036 | 0.122 | 0.051 | 0.107 |
| 2022 | -0.049 | -0.085 | 0.115 | 0.035 |
| 2021 | 0.042 | 0.084 | 0.091 | -0.030 |
| 2020 | -0.325 | 0.196 | 0.075 | 0.222 |
| 2019 | 0.034 | 0.029 | -0.005 | 0.070 |
| 2018 | -0.043 | 0.024 | -0.031 | 0.024 |
| 2017 | 0.119 | 0.028 | 0.047 | 0.050 |
| 2016 | -0.040 | 0.084 | 0.092 | -0.077 |
| 2015 | 0.035 | -0.031 | -0.032 | 0.006 |
| 2014 | 0.039 | 0.205 | 0.028 | 0.068 |
| 2013 | -0.081 | 0.016 | -0.020 | 0.117 |
| 2012 | 0.163 | -0.016 | 0.068 | 0.063 |
| 2011 | -0.046 | 0.001 | -0.103 | -0.065 |
| 2010 | 0.004 | 0.031 | 0.122 | 0.005 |
| 2009 | 0.013 | 0.395 | 0.193 | 0.051 |
| 2008 | -0.250 | -0.098 | -0.011 | -0.185 |
| 2007 | -0.036 | 0.181 | 0.150 | 0.261 |
| 2006 | 0.230 | -0.094 | 0.163 | 0.130 |
| 2005 | -0.025 | 0.077 | 0.216 | 0.119 |
| 2004 | 0.005 | -0.116 | 0.157 | 0.219 |
| 2003 | 0.283 | 0.278 | 0.396 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.030 |
| 3 years | 0.161 |
| 5 years | 0.179 |
| 10 years | 0.111 |