Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 11 |
| 1 month | 0.019 | 0 | 91 |
| 3 months | 0.018 | 0 | 31 |
| 1 year | 0.086 | 0 | 46 |
| 3 years | 0.164 | 0 | 60 |
| 5 years | 0.255 | 0 | 42 |
| 10 years | 0.144 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.180 | — |
| 2023 | 0.268 | — |
| 2022 | 0.073 | — |
| 2021 | 0.393 | — |
| 2020 | 0.158 | — |
| 2019 | 0.068 | — |
| 2018 | -0.053 | — |
| 2017 | 0.405 | — |
| 2016 | 0.004 | — |
| 2015 | 0.111 | — |
| 2014 | 0.483 | — |
| 2013 | 0.105 | — |
| 2012 | 0.325 | — |
| 2011 | -0.258 | — |
| 2010 | 0.193 | — |
| 2009 | 0.875 | — |
| 2008 | -0.552 | — |
| 2007 | 0.649 | — |
| 2006 | 0.498 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.034 | — | — | — |
| 2024 | 0.026 | 0.133 | 0.075 | -0.055 |
| 2023 | -0.027 | 0.122 | 0.053 | 0.103 |
| 2022 | -0.006 | -0.087 | 0.159 | 0.019 |
| 2021 | 0.091 | 0.148 | 0.073 | 0.038 |
| 2020 | -0.280 | 0.196 | 0.093 | 0.231 |
| 2019 | 0.040 | 0.005 | -0.023 | 0.045 |
| 2018 | -0.078 | -0.007 | 0.006 | 0.028 |
| 2017 | 0.147 | 0.050 | 0.024 | 0.140 |
| 2016 | -0.062 | 0.084 | 0.082 | -0.087 |
| 2015 | 0.080 | 0.015 | -0.015 | 0.029 |
| 2014 | 0.064 | 0.195 | 0.080 | 0.080 |
| 2013 | -0.066 | 0.017 | -0.004 | 0.168 |
| 2012 | 0.163 | -0.004 | 0.088 | 0.050 |
| 2011 | -0.120 | 0.015 | -0.094 | -0.083 |
| 2010 | 0.005 | 0.070 | 0.107 | 0.002 |
| 2009 | 0.008 | 0.451 | 0.170 | 0.095 |
| 2008 | -0.301 | -0.163 | -0.010 | -0.227 |
| 2007 | -0.062 | 0.178 | 0.191 | 0.253 |
| 2006 | 0.285 | -0.143 | 0.165 | 0.168 |
| 2005 | 0.344 | 0.113 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.164 |
| 5 years | 0.255 |
| 10 years | 0.144 |