Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 38 |
| 1 month | -0.006 | 0 | 70 |
| 3 months | -0.030 | 0 | 36 |
| 1 year | 0.126 | 0 | 20 |
| 3 years | 0.080 | 0 | 30 |
| 5 years | 0.155 | 0 | 21 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.246 | — |
| 2023 | 0.062 | — |
| 2022 | -0.025 | — |
| 2021 | 0.188 | — |
| 2020 | 0.230 | — |
| 2019 | 0.251 | — |
| 2018 | -0.179 | — |
| 2017 | -0.018 | — |
| 2016 | 0.187 | — |
| 2015 | -0.078 | — |
| 2014 | 0.055 | — |
| 2013 | 0.325 | — |
| 2012 | 0.120 | — |
| 2011 | -0.167 | — |
| 2010 | 0.350 | — |
| 2009 | 0.599 | — |
| 2008 | -0.390 | — |
| 2007 | 0.022 | — |
| 2006 | 0.086 | — |
| 2005 | 0.119 | — |
| 2004 | 0.055 | — |
| 2003 | 0.218 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.089 | 0.035 | 0.058 | 0.046 |
| 2023 | 0.029 | -0.006 | -0.012 | 0.051 |
| 2022 | 0.040 | -0.138 | -0.006 | 0.094 |
| 2021 | 0.046 | 0.087 | 0.022 | 0.022 |
| 2020 | -0.272 | 0.332 | 0.078 | 0.177 |
| 2019 | 0.129 | 0.019 | 0.018 | 0.068 |
| 2018 | -0.054 | 0.063 | -0.042 | -0.148 |
| 2017 | -0.019 | -0.039 | 0.006 | 0.035 |
| 2016 | 0.014 | 0.119 | 0.047 | 0.000 |
| 2015 | 0.041 | 0.005 | -0.124 | 0.006 |
| 2014 | 0.084 | 0.090 | -0.055 | -0.054 |
| 2013 | 0.070 | -0.003 | 0.115 | 0.114 |
| 2012 | 0.101 | -0.084 | 0.081 | 0.027 |
| 2011 | 0.041 | -0.075 | -0.163 | 0.034 |
| 2010 | 0.062 | -0.052 | 0.143 | 0.173 |
| 2009 | 0.018 | 0.226 | 0.184 | 0.082 |
| 2008 | -0.060 | 0.071 | -0.258 | -0.184 |
| 2007 | 0.042 | 0.042 | -0.019 | -0.040 |
| 2006 | 0.058 | -0.062 | -0.005 | 0.100 |
| 2005 | 0.028 | 0.004 | 0.050 | 0.033 |
| 2004 | 0.059 | -0.007 | -0.040 | 0.046 |
| 2003 | -0.102 | 0.111 | 0.093 | 0.118 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.126 |
| 3 years | 0.080 |
| 5 years | 0.155 |
| 10 years | 0.067 |