Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.139 | 0 | 19 |
| 1 month | 0.016 | 0 | 58 |
| 3 months | 0.083 | 0 | 36 |
| 1 year | 0.162 | 0 | 6 |
| 3 years | 0.133 | 0 | 6 |
| 5 years | 0.142 | 0 | 20 |
| 10 years | 0.076 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.153 | — |
| 2023 | 0.112 | — |
| 2022 | -0.018 | — |
| 2021 | 0.163 | — |
| 2020 | -0.073 | — |
| 2019 | 0.228 | — |
| 2018 | -0.096 | — |
| 2017 | 0.125 | — |
| 2016 | 0.097 | — |
| 2015 | 0.047 | — |
| 2014 | 0.041 | — |
| 2013 | 0.259 | — |
| 2012 | 0.148 | — |
| 2011 | 0.006 | — |
| 2010 | 0.126 | — |
| 2009 | 0.223 | — |
| 2008 | -0.212 | — |
| 2007 | 0.023 | — |
| 2006 | 0.207 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.103 | — | — |
| 2024 | 0.060 | 0.026 | 0.042 | 0.018 |
| 2023 | 0.034 | -0.011 | 0.021 | 0.065 |
| 2022 | 0.015 | -0.088 | -0.050 | 0.116 |
| 2021 | 0.069 | 0.023 | 0.023 | 0.040 |
| 2020 | -0.250 | 0.102 | -0.015 | 0.139 |
| 2019 | 0.101 | 0.034 | 0.037 | 0.041 |
| 2018 | -0.035 | 0.079 | -0.025 | -0.110 |
| 2017 | 0.036 | 0.041 | 0.014 | 0.028 |
| 2016 | -0.015 | 0.008 | 0.074 | 0.030 |
| 2015 | 0.050 | -0.011 | -0.034 | 0.043 |
| 2014 | -0.004 | 0.024 | 0.018 | 0.003 |
| 2013 | 0.115 | 0.016 | 0.053 | 0.054 |
| 2012 | 0.068 | -0.003 | 0.056 | 0.021 |
| 2011 | 0.016 | 0.022 | -0.091 | 0.066 |
| 2010 | 0.049 | -0.071 | 0.101 | 0.049 |
| 2009 | -0.114 | 0.121 | 0.178 | 0.045 |
| 2008 | -0.111 | -0.015 | -0.056 | -0.046 |
| 2007 | 0.025 | 0.034 | -0.026 | -0.009 |
| 2006 | 0.074 | -0.044 | 0.075 | 0.094 |
| 2005 | 0.049 | 0.079 | 0.041 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.162 |
| 3 years | 0.133 |
| 5 years | 0.142 |
| 10 years | 0.076 |