Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 1.353 | 0 | 39 |
| 1 month | 0.091 | 0 | 75 |
| 3 months | 0.384 | 0 | 35 |
| 1 year | 1.211 | 0 | 37 |
| 3 years | 0.506 | 0 | 8 |
| 5 years | 0.219 | 0 | 25 |
| 10 years | 0.255 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.214 | — |
| 2023 | 0.127 | — |
| 2022 | -0.113 | — |
| 2021 | -0.137 | — |
| 2020 | 0.541 | — |
| 2019 | 0.444 | — |
| 2018 | -0.087 | — |
| 2017 | 0.033 | — |
| 2016 | 0.767 | — |
| 2015 | 0.121 | — |
| 2014 | -0.105 | — |
| 2013 | -0.607 | — |
| 2012 | -0.180 | — |
| 2011 | -0.325 | — |
| 2010 | 0.609 | — |
| 2009 | 0.950 | — |
| 2008 | -0.356 | — |
| 2007 | 0.142 | — |
| 2006 | 0.172 | — |
| 2005 | 0.423 | — |
| 2004 | -0.117 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.253 | 0.100 | 0.510 | — |
| 2024 | 0.034 | 0.126 | 0.104 | -0.055 |
| 2023 | 0.110 | -0.085 | -0.027 | 0.141 |
| 2022 | 0.138 | -0.215 | -0.106 | 0.111 |
| 2021 | -0.170 | 0.047 | -0.114 | 0.122 |
| 2020 | -0.052 | 0.645 | 0.078 | -0.084 |
| 2019 | 0.097 | 0.180 | 0.139 | -0.020 |
| 2018 | -0.056 | 0.058 | -0.156 | 0.083 |
| 2017 | 0.047 | -0.044 | 0.009 | 0.023 |
| 2016 | 0.391 | 0.376 | 0.069 | -0.137 |
| 2015 | 0.117 | 0.023 | -0.064 | 0.048 |
| 2014 | 0.180 | -0.045 | -0.076 | -0.141 |
| 2013 | -0.131 | -0.494 | 0.143 | -0.217 |
| 2012 | -0.008 | -0.181 | 0.143 | -0.117 |
| 2011 | -0.125 | -0.096 | -0.081 | -0.071 |
| 2010 | 0.060 | 0.062 | 0.202 | 0.190 |
| 2009 | 0.183 | 0.064 | 0.279 | 0.211 |
| 2008 | 0.016 | -0.126 | -0.314 | 0.058 |
| 2007 | 0.011 | 0.043 | 0.004 | 0.078 |
| 2006 | 0.330 | -0.118 | -0.070 | 0.075 |
| 2005 | 0.004 | -0.033 | 0.290 | 0.135 |
| 2004 | -0.060 | -0.216 | 0.130 | 0.061 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 1.101 |
| 3 years | 0.480 |
| 5 years | 0.206 |
| 10 years | 0.249 |
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