Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 58 |
| 1 month | 0.026 | 0 | 40 |
| 3 months | -0.027 | 0 | 34 |
| 1 year | 0.126 | 0 | 71 |
| 3 years | -0.005 | 0 | 15 |
| 5 years | 0.025 | 0 | 3 |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | -0.106 | — |
| 2022 | 0.100 | — |
| 2021 | -0.025 | — |
| 2020 | -0.039 | — |
| 2019 | 0.110 | — |
| 2018 | -0.062 | — |
| 2017 | 0.299 | — |
| 2016 | 0.242 | — |
| 2015 | 0.054 | — |
| 2014 | 0.196 | — |
| 2013 | 0.086 | — |
| 2012 | 0.120 | — |
| 2011 | -0.193 | — |
| 2010 | 0.103 | — |
| 2009 | 0.483 | — |
| 2008 | -0.285 | — |
| 2007 | 0.582 | — |
| 2006 | 0.671 | — |
| 2005 | 0.261 | — |
| 2004 | -0.037 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.072 | -0.027 | — | — |
| 2024 | -0.002 | 0.031 | 0.097 | -0.016 |
| 2023 | 0.063 | -0.091 | 0.000 | -0.075 |
| 2022 | 0.026 | 0.125 | -0.089 | 0.046 |
| 2021 | 0.074 | -0.022 | -0.026 | -0.047 |
| 2020 | -0.104 | 0.050 | -0.008 | 0.030 |
| 2019 | 0.126 | -0.020 | -0.030 | 0.036 |
| 2018 | -0.012 | 0.030 | -0.002 | -0.076 |
| 2017 | 0.106 | 0.042 | 0.062 | 0.063 |
| 2016 | -0.020 | 0.098 | 0.151 | 0.003 |
| 2015 | 0.132 | 0.053 | -0.197 | 0.101 |
| 2014 | -0.068 | 0.008 | 0.078 | 0.182 |
| 2013 | 0.047 | -0.062 | 0.066 | 0.037 |
| 2012 | 0.066 | -0.038 | -0.006 | 0.099 |
| 2011 | -0.021 | 0.003 | -0.213 | 0.045 |
| 2010 | 0.050 | -0.034 | 0.084 | 0.004 |
| 2009 | 0.048 | 0.141 | 0.125 | 0.102 |
| 2008 | -0.219 | -0.032 | -0.160 | 0.127 |
| 2007 | -0.031 | 0.214 | 0.351 | -0.004 |
| 2006 | 0.233 | -0.008 | 0.066 | 0.282 |
| 2005 | 0.041 | 0.077 | 0.075 | 0.047 |
| 2004 | -0.032 | -0.097 | 0.089 | 0.012 |
| 2003 | 0.280 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.126 |
| 3 years | -0.005 |
| 5 years | 0.025 |
| 10 years | 0.047 |