Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 34 |
| 1 month | 0.031 | 0 | 49 |
| 3 months | 0.032 | 0 | 20 |
| 1 year | 0.051 | 0 | 67 |
| 3 years | 0.167 | 0 | 39 |
| 5 years | 0.242 | 0 | 36 |
| 10 years | 0.096 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.170 | — |
| 2023 | 0.285 | — |
| 2022 | 0.069 | — |
| 2021 | 0.376 | — |
| 2020 | -0.006 | — |
| 2019 | 0.014 | — |
| 2018 | -0.211 | — |
| 2017 | 0.426 | — |
| 2016 | 0.042 | — |
| 2015 | -0.043 | — |
| 2014 | 0.830 | — |
| 2013 | 0.037 | — |
| 2012 | 0.461 | — |
| 2011 | -0.248 | — |
| 2010 | 0.225 | — |
| 2009 | 0.820 | — |
| 2008 | -0.523 | — |
| 2007 | 0.424 | — |
| 2006 | 0.345 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | — | — | — |
| 2024 | 0.043 | 0.137 | 0.073 | -0.081 |
| 2023 | -0.053 | 0.122 | 0.074 | 0.125 |
| 2022 | 0.016 | -0.098 | 0.108 | 0.052 |
| 2021 | 0.129 | 0.087 | 0.130 | -0.008 |
| 2020 | -0.346 | 0.135 | 0.076 | 0.245 |
| 2019 | 0.021 | 0.002 | -0.099 | 0.100 |
| 2018 | -0.154 | -0.071 | -0.015 | 0.018 |
| 2017 | 0.160 | 0.054 | 0.038 | 0.123 |
| 2016 | -0.058 | 0.083 | 0.075 | -0.049 |
| 2015 | 0.028 | -0.063 | -0.069 | 0.067 |
| 2014 | 0.120 | 0.346 | 0.095 | 0.108 |
| 2013 | -0.129 | 0.022 | -0.058 | 0.237 |
| 2012 | 0.261 | -0.008 | 0.100 | 0.061 |
| 2011 | -0.059 | -0.005 | -0.080 | -0.126 |
| 2010 | 0.028 | 0.061 | 0.170 | -0.041 |
| 2009 | -0.029 | 0.456 | 0.172 | 0.099 |
| 2008 | -0.332 | -0.131 | -0.005 | -0.175 |
| 2007 | -0.098 | 0.153 | 0.138 | 0.203 |
| 2006 | 0.217 | -0.187 | 0.174 | 0.157 |
| 2005 | 0.079 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.167 |
| 5 years | 0.242 |
| 10 years | 0.096 |