Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.222 | 0 | 9 |
| 1 month | 0.040 | 0 | 37 |
| 3 months | 0.055 | 0 | 30 |
| 1 year | 0.403 | 0 | 12 |
| 3 years | 0.065 | 0 | 12 |
| 5 years | 0.024 | 0 | 11 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.214 | — |
| 2023 | -0.113 | — |
| 2022 | -0.131 | — |
| 2021 | -0.126 | — |
| 2020 | -0.011 | — |
| 2019 | 0.118 | — |
| 2018 | -0.112 | — |
| 2017 | 0.393 | — |
| 2016 | 0.031 | — |
| 2015 | -0.047 | — |
| 2014 | 0.042 | — |
| 2013 | 0.055 | — |
| 2012 | 0.255 | — |
| 2011 | -0.184 | — |
| 2010 | 0.064 | — |
| 2009 | 0.535 | — |
| 2008 | -0.470 | — |
| 2007 | 0.403 | — |
| 2006 | 0.358 | — |
| 2005 | 0.063 | — |
| 2004 | 0.148 | — |
| 2003 | 0.380 | — |
| 2002 | -0.173 | — |
| 2001 | -0.221 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.158 | 0.055 | — | — |
| 2024 | -0.027 | 0.088 | 0.208 | -0.050 |
| 2023 | 0.033 | -0.063 | -0.045 | -0.041 |
| 2022 | -0.059 | 0.006 | -0.200 | 0.148 |
| 2021 | 0.043 | 0.024 | -0.140 | -0.049 |
| 2020 | -0.160 | 0.044 | -0.029 | 0.160 |
| 2019 | 0.126 | -0.004 | -0.077 | 0.080 |
| 2018 | 0.008 | -0.026 | -0.028 | -0.070 |
| 2017 | 0.099 | 0.081 | 0.083 | 0.082 |
| 2016 | -0.049 | 0.020 | 0.124 | -0.054 |
| 2015 | 0.055 | 0.072 | -0.199 | 0.051 |
| 2014 | -0.049 | 0.066 | -0.003 | 0.031 |
| 2013 | -0.013 | -0.049 | 0.103 | 0.019 |
| 2012 | 0.119 | -0.039 | 0.074 | 0.086 |
| 2011 | 0.015 | -0.032 | -0.210 | 0.051 |
| 2010 | -0.030 | -0.040 | 0.104 | 0.035 |
| 2009 | -0.058 | 0.368 | 0.134 | 0.050 |
| 2008 | -0.180 | -0.019 | -0.185 | -0.192 |
| 2007 | -0.007 | 0.106 | 0.248 | 0.024 |
| 2006 | 0.064 | 0.038 | 0.082 | 0.137 |
| 2005 | -0.047 | 0.059 | 0.091 | -0.035 |
| 2004 | 0.011 | -0.024 | 0.072 | 0.085 |
| 2003 | -0.066 | 0.118 | 0.181 | 0.120 |
| 2002 | -0.027 | -0.036 | -0.141 | 0.026 |
| 2001 | -0.147 | 0.042 | -0.235 | 0.144 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.403 |
| 3 years | 0.065 |
| 5 years | 0.024 |
| 10 years | 0.017 |