Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 9 |
| 1 month | 0.023 | 0 | 49 |
| 3 months | 0.020 | 0 | 9 |
| 1 year | 0.019 | 0 | 30 |
| 3 years | 0.212 | 0 | 70 |
| 5 years | 0.266 | 0 | 91 |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.185 | — |
| 2023 | 0.382 | — |
| 2022 | 0.088 | — |
| 2021 | 0.394 | — |
| 2020 | 0.034 | — |
| 2019 | 0.067 | — |
| 2018 | -0.156 | — |
| 2017 | 0.414 | — |
| 2016 | 0.040 | — |
| 2015 | -0.055 | — |
| 2014 | 0.601 | — |
| 2013 | -0.115 | — |
| 2012 | 0.321 | — |
| 2011 | -0.365 | — |
| 2010 | 0.009 | — |
| 2009 | 0.659 | — |
| 2008 | -0.563 | — |
| 2007 | 0.720 | — |
| 2006 | 0.615 | — |
| 2005 | 0.570 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | — | — | — |
| 2024 | 0.092 | 0.161 | 0.040 | -0.101 |
| 2023 | -0.015 | 0.120 | 0.088 | 0.151 |
| 2022 | -0.023 | -0.077 | 0.157 | 0.043 |
| 2021 | 0.191 | 0.069 | 0.105 | -0.010 |
| 2020 | -0.305 | 0.183 | -0.006 | 0.266 |
| 2019 | 0.074 | 0.038 | -0.074 | 0.033 |
| 2018 | -0.094 | -0.071 | -0.046 | 0.051 |
| 2017 | 0.185 | 0.023 | 0.042 | 0.119 |
| 2016 | -0.073 | 0.104 | 0.096 | -0.073 |
| 2015 | 0.032 | -0.012 | -0.058 | -0.016 |
| 2014 | 0.123 | 0.289 | -0.015 | 0.123 |
| 2013 | -0.122 | -0.009 | -0.115 | 0.150 |
| 2012 | 0.217 | -0.039 | 0.084 | 0.043 |
| 2011 | -0.082 | -0.048 | -0.135 | -0.160 |
| 2010 | -0.004 | 0.002 | 0.060 | -0.046 |
| 2009 | -0.009 | 0.440 | 0.129 | 0.031 |
| 2008 | -0.275 | -0.195 | -0.053 | -0.210 |
| 2007 | -0.090 | 0.223 | 0.184 | 0.304 |
| 2006 | 0.323 | -0.135 | 0.184 | 0.192 |
| 2005 | 0.083 | 0.076 | 0.260 | 0.069 |
| 2004 | 0.266 | 0.223 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.212 |
| 5 years | 0.266 |
| 10 years | 0.121 |