Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.131 | 0 | — |
| 1 month | -0.017 | 0 | — |
| 3 months | -0.155 | 0 | — |
| 1 year | 0.102 | 0 | — |
| 3 years | 0.187 | 0 | — |
| 5 years | 0.154 | 0 | — |
| 10 years | 0.165 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.414 | — |
| 2023 | 0.516 | — |
| 2022 | -0.318 | — |
| 2021 | 0.232 | — |
| 2020 | 0.380 | — |
| 2019 | 0.338 | — |
| 2018 | 0.049 | — |
| 2017 | 0.278 | — |
| 2016 | 0.056 | — |
| 2015 | 0.193 | — |
| 2014 | 0.192 | — |
| 2013 | 0.402 | — |
| 2012 | 0.053 | — |
| 2011 | -0.081 | — |
| 2010 | 0.181 | — |
| 2009 | 0.372 | — |
| 2008 | -0.356 | — |
| 2007 | -0.029 | — |
| 2006 | 0.016 | — |
| 2005 | -0.043 | — |
| 2004 | -0.107 | — |
| 2003 | 0.291 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.115 | — | — | — |
| 2024 | 0.158 | 0.097 | -0.004 | 0.118 |
| 2023 | 0.209 | 0.125 | -0.020 | 0.137 |
| 2022 | -0.142 | -0.212 | -0.008 | 0.017 |
| 2021 | 0.012 | 0.095 | 0.025 | 0.084 |
| 2020 | -0.061 | 0.251 | 0.088 | 0.080 |
| 2019 | 0.158 | 0.028 | 0.020 | 0.101 |
| 2018 | 0.066 | 0.065 | 0.053 | -0.122 |
| 2017 | 0.104 | 0.026 | 0.045 | 0.080 |
| 2016 | -0.078 | -0.030 | 0.175 | 0.005 |
| 2015 | 0.106 | -0.002 | 0.002 | 0.080 |
| 2014 | 0.070 | 0.007 | 0.037 | 0.066 |
| 2013 | 0.073 | 0.031 | 0.090 | 0.162 |
| 2012 | 0.165 | -0.075 | -0.001 | -0.022 |
| 2011 | 0.065 | -0.034 | -0.111 | 0.005 |
| 2010 | 0.004 | -0.036 | 0.128 | 0.082 |
| 2009 | 0.038 | 0.127 | 0.102 | 0.064 |
| 2008 | -0.165 | 0.031 | -0.125 | -0.144 |
| 2007 | -0.012 | 0.043 | -0.008 | -0.050 |
| 2006 | 0.131 | -0.160 | 0.003 | 0.066 |
| 2005 | -0.089 | 0.015 | 0.021 | 0.014 |
| 2004 | 0.002 | -0.028 | -0.173 | 0.109 |
| 2003 | -0.067 | 0.156 | 0.115 | 0.074 |
| 2002 | 0.181 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.102 |
| 3 years | 0.187 |
| 5 years | 0.154 |
| 10 years | 0.165 |