Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.086 | 0 | 5 |
| 1 month | 0.015 | 0 | 27 |
| 3 months | 0.056 | 0 | 7 |
| 1 year | 0.323 | 0 | 2 |
| 3 years | 0.109 | 0 | 1 |
| 5 years | 0.088 | 0 | 8 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.223 | — |
| 2023 | 0.053 | — |
| 2022 | -0.099 | — |
| 2021 | 0.010 | — |
| 2020 | 0.035 | — |
| 2019 | 0.103 | — |
| 2018 | -0.079 | — |
| 2017 | 0.227 | — |
| 2016 | 0.008 | — |
| 2015 | -0.128 | — |
| 2014 | -0.005 | — |
| 2013 | -0.020 | — |
| 2012 | 0.177 | — |
| 2011 | -0.125 | — |
| 2010 | 0.196 | — |
| 2009 | 0.393 | — |
| 2008 | -0.308 | — |
| 2007 | 0.204 | — |
| 2006 | 0.380 | — |
| 2005 | 0.084 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.070 | — | — | — |
| 2024 | -0.011 | 0.061 | 0.164 | 0.001 |
| 2023 | 0.057 | -0.044 | -0.011 | 0.053 |
| 2022 | -0.025 | -0.125 | -0.036 | 0.096 |
| 2021 | 0.039 | 0.003 | -0.010 | -0.021 |
| 2020 | -0.190 | 0.097 | 0.028 | 0.133 |
| 2019 | 0.034 | 0.042 | -0.029 | 0.054 |
| 2018 | 0.033 | -0.069 | -0.002 | -0.041 |
| 2017 | 0.096 | 0.040 | 0.017 | 0.058 |
| 2016 | 0.057 | 0.013 | 0.003 | -0.061 |
| 2015 | -0.019 | 0.008 | -0.141 | 0.027 |
| 2014 | -0.002 | 0.038 | -0.016 | -0.024 |
| 2013 | 0.014 | -0.054 | 0.022 | -0.001 |
| 2012 | 0.101 | -0.031 | 0.077 | 0.024 |
| 2011 | 0.003 | 0.030 | -0.152 | -0.001 |
| 2010 | 0.005 | -0.003 | 0.124 | 0.062 |
| 2009 | -0.066 | 0.234 | 0.140 | 0.061 |
| 2008 | -0.040 | 0.004 | -0.162 | -0.143 |
| 2007 | 0.085 | 0.077 | 0.043 | -0.012 |
| 2006 | 0.121 | -0.008 | 0.054 | 0.178 |
| 2005 | 0.003 | 0.030 | 0.043 | 0.006 |
| 2004 | 0.055 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.194 |
| 3 years | 0.072 |
| 5 years | 0.066 |
| 10 years | 0.023 |