Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.112 | 0 | 12 |
| 1 month | 0.003 | 0 | 68 |
| 3 months | 0.057 | 0 | 16 |
| 1 year | 0.112 | 0 | 45 |
| 3 years | 0.048 | 0 | 85 |
| 5 years | 0.077 | 0 | 88 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.023 | — |
| 2023 | 0.050 | — |
| 2022 | -0.058 | — |
| 2021 | 0.124 | — |
| 2020 | -0.006 | — |
| 2019 | 0.168 | — |
| 2018 | -0.072 | — |
| 2017 | 0.136 | — |
| 2016 | 0.035 | — |
| 2015 | 0.008 | — |
| 2014 | 0.038 | — |
| 2013 | 0.168 | — |
| 2012 | 0.085 | — |
| 2011 | 0.012 | — |
| 2010 | 0.068 | — |
| 2009 | 0.317 | — |
| 2008 | -0.378 | — |
| 2007 | 0.191 | — |
| 2006 | 0.311 | — |
| 2005 | 0.036 | — |
| 2004 | 0.314 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.110 | — | — | — |
| 2024 | 0.031 | 0.000 | 0.062 | -0.066 |
| 2023 | 0.011 | 0.003 | -0.026 | 0.062 |
| 2022 | 0.021 | -0.112 | -0.080 | 0.129 |
| 2021 | 0.034 | 0.030 | -0.013 | 0.070 |
| 2020 | -0.184 | 0.068 | 0.044 | 0.092 |
| 2019 | 0.075 | 0.029 | 0.003 | 0.052 |
| 2018 | -0.036 | -0.005 | 0.045 | -0.075 |
| 2017 | 0.054 | 0.038 | 0.020 | 0.019 |
| 2016 | 0.029 | 0.024 | 0.011 | -0.028 |
| 2015 | -0.002 | -0.002 | -0.039 | 0.053 |
| 2014 | 0.029 | 0.045 | -0.027 | -0.008 |
| 2013 | 0.072 | -0.006 | 0.036 | 0.058 |
| 2012 | 0.056 | -0.037 | 0.066 | 0.001 |
| 2011 | 0.050 | 0.021 | -0.112 | 0.063 |
| 2010 | -0.005 | -0.093 | 0.143 | 0.036 |
| 2009 | -0.098 | 0.204 | 0.157 | 0.048 |
| 2008 | -0.058 | 0.040 | -0.215 | -0.192 |
| 2007 | 0.027 | 0.076 | 0.043 | 0.034 |
| 2006 | 0.096 | 0.013 | 0.054 | 0.120 |
| 2005 | -0.014 | -0.006 | 0.050 | 0.006 |
| 2004 | 0.036 | 0.013 | 0.064 | 0.176 |
| 2003 | 0.047 | 0.158 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.012 |
| 5 years | 0.055 |
| 10 years | 0.035 |