Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0 | — |
| 1 month | 0.019 | 0 | — |
| 3 months | 0.039 | 0 | — |
| 1 year | 0.121 | 0 | — |
| 3 years | 0.187 | 0 | — |
| 5 years | 0.252 | 0 | — |
| 10 years | 0.148 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.161 | — |
| 2023 | 0.241 | — |
| 2022 | 0.168 | — |
| 2021 | 0.347 | — |
| 2020 | 0.099 | — |
| 2019 | 0.077 | — |
| 2018 | -0.022 | — |
| 2017 | 0.282 | — |
| 2016 | 0.125 | — |
| 2015 | -0.014 | — |
| 2014 | 0.370 | — |
| 2013 | 0.163 | — |
| 2012 | 0.306 | — |
| 2011 | -0.203 | — |
| 2010 | 0.213 | — |
| 2009 | 0.799 | — |
| 2008 | -0.448 | — |
| 2007 | 0.408 | — |
| 2006 | 0.583 | — |
| 2005 | 0.585 | — |
| 2004 | 0.157 | — |
| 2003 | 0.985 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | — | — | — |
| 2024 | 0.066 | 0.071 | 0.068 | -0.048 |
| 2023 | -0.001 | 0.072 | 0.069 | 0.085 |
| 2022 | 0.057 | -0.031 | 0.065 | 0.072 |
| 2021 | 0.086 | 0.091 | 0.129 | 0.007 |
| 2020 | -0.239 | 0.194 | 0.012 | 0.196 |
| 2019 | 0.041 | 0.021 | -0.038 | 0.053 |
| 2018 | -0.042 | -0.011 | 0.027 | 0.005 |
| 2017 | 0.121 | 0.018 | 0.027 | 0.093 |
| 2016 | -0.038 | 0.089 | 0.074 | 0.001 |
| 2015 | 0.020 | -0.032 | -0.040 | 0.040 |
| 2014 | 0.063 | 0.178 | 0.044 | 0.049 |
| 2013 | -0.048 | -0.010 | 0.074 | 0.149 |
| 2012 | 0.193 | -0.008 | 0.059 | 0.042 |
| 2011 | -0.021 | -0.012 | -0.113 | -0.072 |
| 2010 | 0.035 | 0.045 | 0.089 | 0.028 |
| 2009 | -0.031 | 0.402 | 0.206 | 0.098 |
| 2008 | -0.220 | -0.104 | -0.022 | -0.192 |
| 2007 | -0.042 | 0.122 | 0.095 | 0.196 |
| 2006 | 0.284 | -0.112 | 0.178 | 0.179 |
| 2005 | 0.025 | 0.092 | 0.310 | 0.082 |
| 2004 | -0.174 | -0.099 | 0.229 | 0.264 |
| 2003 | -0.100 | 0.248 | 0.274 | 0.387 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.111 |
| 3 years | 0.187 |
| 5 years | 0.252 |
| 10 years | 0.148 |