Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | — |
| 1 month | 0.036 | 0 | — |
| 3 months | 0.023 | 0 | — |
| 1 year | 0.081 | 0 | — |
| 3 years | 0.128 | 0 | — |
| 5 years | 0.202 | 0 | — |
| 10 years | 0.117 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | 0.211 | — |
| 2022 | 0.012 | — |
| 2021 | 0.291 | — |
| 2020 | 0.121 | — |
| 2019 | 0.092 | — |
| 2018 | -0.038 | — |
| 2017 | 0.328 | — |
| 2016 | 0.064 | — |
| 2015 | -0.001 | — |
| 2014 | 0.390 | — |
| 2013 | 0.062 | — |
| 2012 | 0.274 | — |
| 2011 | -0.200 | — |
| 2010 | 0.133 | — |
| 2009 | 0.683 | — |
| 2008 | -0.472 | — |
| 2007 | 0.413 | — |
| 2006 | 0.366 | — |
| 2005 | 0.418 | — |
| 2004 | 0.199 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.024 | 0.103 | 0.079 | -0.087 |
| 2023 | -0.046 | 0.114 | 0.036 | 0.099 |
| 2022 | -0.006 | -0.112 | 0.107 | 0.036 |
| 2021 | 0.068 | 0.085 | 0.114 | 0.001 |
| 2020 | -0.287 | 0.175 | 0.093 | 0.224 |
| 2019 | 0.068 | 0.005 | -0.031 | 0.050 |
| 2018 | -0.061 | 0.033 | -0.002 | -0.006 |
| 2017 | 0.139 | 0.043 | 0.022 | 0.093 |
| 2016 | -0.044 | 0.105 | 0.067 | -0.056 |
| 2015 | 0.012 | -0.003 | -0.018 | 0.007 |
| 2014 | 0.060 | 0.170 | 0.057 | 0.059 |
| 2013 | -0.050 | 0.018 | -0.013 | 0.112 |
| 2012 | 0.132 | -0.015 | 0.091 | 0.046 |
| 2011 | -0.042 | -0.018 | -0.086 | -0.070 |
| 2010 | -0.022 | 0.020 | 0.127 | 0.008 |
| 2009 | 0.010 | 0.363 | 0.168 | 0.046 |
| 2008 | -0.227 | -0.151 | -0.019 | -0.179 |
| 2007 | -0.076 | 0.156 | 0.150 | 0.150 |
| 2006 | 0.239 | -0.169 | 0.214 | 0.092 |
| 2005 | -0.015 | 0.081 | 0.228 | 0.085 |
| 2004 | -0.036 | -0.107 | 0.163 | 0.198 |
| 2003 | 0.218 | 0.278 | 0.369 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.128 |
| 5 years | 0.202 |
| 10 years | 0.117 |