Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.139 | 0 | 96 |
| 1 month | -0.001 | 0 | 87 |
| 3 months | 0.031 | 0 | 96 |
| 1 year | 0.192 | 0 | 41 |
| 3 years | 0.163 | 0 | 14 |
| 5 years | 0.155 | 0 | 23 |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.154 | — |
| 2023 | 0.128 | — |
| 2022 | -0.136 | — |
| 2021 | 0.328 | — |
| 2020 | -0.134 | — |
| 2019 | 0.190 | — |
| 2018 | -0.211 | — |
| 2017 | 0.324 | — |
| 2016 | 0.093 | — |
| 2015 | 0.094 | — |
| 2014 | -0.110 | — |
| 2013 | 0.067 | — |
| 2012 | 0.291 | — |
| 2011 | -0.323 | — |
| 2010 | 0.234 | — |
| 2009 | 0.473 | — |
| 2008 | -0.596 | — |
| 2007 | 0.040 | — |
| 2006 | 0.299 | — |
| 2005 | 0.441 | — |
| 2004 | 0.595 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.104 | 0.031 | — | — |
| 2024 | 0.072 | 0.029 | 0.053 | -0.007 |
| 2023 | 0.051 | 0.033 | -0.031 | 0.072 |
| 2022 | -0.073 | -0.121 | -0.055 | 0.122 |
| 2021 | 0.136 | 0.097 | 0.020 | 0.044 |
| 2020 | -0.352 | 0.109 | -0.037 | 0.251 |
| 2019 | 0.105 | 0.009 | 0.017 | 0.049 |
| 2018 | -0.001 | -0.051 | 0.033 | -0.194 |
| 2017 | 0.099 | 0.096 | 0.069 | 0.028 |
| 2016 | -0.049 | -0.064 | 0.136 | 0.081 |
| 2015 | 0.154 | -0.032 | -0.104 | 0.093 |
| 2014 | -0.020 | 0.025 | -0.100 | -0.015 |
| 2013 | -0.019 | -0.041 | 0.129 | 0.004 |
| 2012 | 0.132 | -0.103 | 0.120 | 0.136 |
| 2011 | -0.007 | -0.050 | -0.250 | -0.044 |
| 2010 | 0.058 | -0.090 | 0.101 | 0.164 |
| 2009 | -0.064 | 0.328 | 0.232 | -0.038 |
| 2008 | -0.154 | 0.036 | -0.289 | -0.352 |
| 2007 | 0.063 | 0.060 | -0.057 | -0.021 |
| 2006 | 0.148 | -0.093 | 0.069 | 0.167 |
| 2005 | 0.073 | 0.162 | 0.119 | 0.033 |
| 2004 | 0.196 | 0.080 | 0.045 | 0.181 |
| 2003 | 0.021 | 0.142 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.144 |
| 3 years | 0.147 |
| 5 years | 0.145 |
| 10 years | 0.065 |