Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | 84 |
| 1 month | 0.019 | 0 | 37 |
| 3 months | -0.114 | 0 | 70 |
| 1 year | 0.111 | 0 | 34 |
| 3 years | 0.121 | 0 | 39 |
| 5 years | 0.132 | 0 | 40 |
| 10 years | 0.123 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.306 | — |
| 2023 | 0.424 | — |
| 2022 | -0.348 | — |
| 2021 | 0.241 | — |
| 2020 | 0.343 | — |
| 2019 | 0.355 | — |
| 2018 | -0.012 | — |
| 2017 | 0.304 | — |
| 2016 | -0.041 | — |
| 2015 | 0.058 | — |
| 2014 | 0.097 | — |
| 2013 | 0.333 | — |
| 2012 | 0.162 | — |
| 2011 | -0.002 | — |
| 2010 | 0.129 | — |
| 2009 | 0.465 | — |
| 2008 | -0.391 | — |
| 2007 | 0.160 | — |
| 2006 | 0.037 | — |
| 2005 | 0.137 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.109 | — | — | — |
| 2024 | 0.122 | 0.065 | 0.033 | 0.058 |
| 2023 | 0.132 | 0.158 | -0.042 | 0.135 |
| 2022 | -0.091 | -0.243 | -0.060 | 0.008 |
| 2021 | 0.011 | 0.111 | 0.005 | 0.100 |
| 2020 | -0.142 | 0.264 | 0.113 | 0.114 |
| 2019 | 0.177 | 0.050 | -0.011 | 0.108 |
| 2018 | 0.037 | 0.051 | 0.104 | -0.179 |
| 2017 | 0.103 | 0.061 | 0.045 | 0.066 |
| 2016 | -0.048 | -0.016 | 0.054 | -0.029 |
| 2015 | 0.025 | 0.000 | -0.062 | 0.100 |
| 2014 | 0.006 | 0.041 | 0.017 | 0.031 |
| 2013 | 0.076 | 0.013 | 0.112 | 0.099 |
| 2012 | 0.188 | -0.073 | 0.069 | -0.013 |
| 2011 | 0.058 | 0.015 | -0.144 | 0.085 |
| 2010 | 0.017 | -0.123 | 0.139 | 0.112 |
| 2009 | -0.004 | 0.170 | 0.128 | 0.114 |
| 2008 | -0.084 | 0.037 | -0.169 | -0.229 |
| 2007 | 0.014 | 0.057 | 0.088 | -0.005 |
| 2006 | 0.015 | -0.085 | 0.058 | 0.056 |
| 2005 | -0.042 | 0.042 | 0.078 | 0.057 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.102 |
| 5 years | 0.121 |
| 10 years | 0.117 |