Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | — |
| 1 month | 0.034 | 0 | — |
| 3 months | 0.035 | 0 | — |
| 1 year | 0.084 | 0 | — |
| 3 years | 0.132 | 0 | — |
| 5 years | 0.205 | 0 | — |
| 10 years | 0.120 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.095 | — |
| 2023 | 0.207 | — |
| 2022 | 0.051 | — |
| 2021 | 0.247 | — |
| 2020 | 0.147 | — |
| 2019 | 0.126 | — |
| 2018 | 0.038 | — |
| 2017 | 0.291 | — |
| 2016 | 0.034 | — |
| 2015 | -0.042 | — |
| 2014 | 0.305 | — |
| 2013 | 0.062 | — |
| 2012 | 0.283 | — |
| 2011 | -0.246 | — |
| 2010 | 0.179 | — |
| 2009 | 0.752 | — |
| 2008 | -0.518 | — |
| 2007 | 0.497 | — |
| 2006 | 0.417 | — |
| 2005 | 0.339 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.028 | 0.080 | 0.077 | -0.084 |
| 2023 | -0.042 | 0.109 | 0.026 | 0.107 |
| 2022 | 0.007 | -0.092 | 0.086 | 0.059 |
| 2021 | 0.051 | 0.073 | 0.122 | -0.014 |
| 2020 | -0.296 | 0.197 | 0.094 | 0.244 |
| 2019 | 0.071 | 0.016 | -0.024 | 0.060 |
| 2018 | -0.038 | 0.062 | 0.023 | -0.006 |
| 2017 | 0.121 | 0.040 | 0.030 | 0.075 |
| 2016 | -0.026 | 0.074 | 0.040 | -0.050 |
| 2015 | 0.023 | -0.013 | -0.049 | -0.002 |
| 2014 | 0.060 | 0.135 | 0.048 | 0.036 |
| 2013 | -0.042 | 0.031 | -0.019 | 0.096 |
| 2012 | 0.144 | 0.001 | 0.081 | 0.036 |
| 2011 | -0.052 | -0.029 | -0.122 | -0.067 |
| 2010 | 0.007 | 0.015 | 0.137 | 0.015 |
| 2009 | 0.022 | 0.417 | 0.186 | 0.020 |
| 2008 | -0.233 | -0.143 | -0.031 | -0.243 |
| 2007 | -0.039 | 0.121 | 0.159 | 0.198 |
| 2006 | 0.194 | -0.051 | 0.144 | 0.094 |
| 2005 | -0.021 | 0.090 | 0.172 | 0.070 |
| 2004 | -0.145 | 0.165 | 0.184 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.132 |
| 5 years | 0.205 |
| 10 years | 0.120 |