Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 13 |
| 1 month | 0.034 | 0 | 30 |
| 3 months | 0.027 | 0 | 39 |
| 1 year | 0.076 | 0 | 15 |
| 3 years | 0.140 | 0 | 36 |
| 5 years | 0.209 | 0 | 36 |
| 10 years | 0.125 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | 0.217 | — |
| 2022 | 0.064 | — |
| 2021 | 0.265 | — |
| 2020 | 0.204 | — |
| 2019 | 0.088 | — |
| 2018 | 0.020 | — |
| 2017 | 0.282 | — |
| 2016 | 0.039 | — |
| 2015 | -0.036 | — |
| 2014 | 0.294 | — |
| 2013 | 0.087 | — |
| 2012 | 0.289 | — |
| 2011 | -0.244 | — |
| 2010 | 0.180 | — |
| 2009 | 0.749 | — |
| 2008 | -0.515 | — |
| 2007 | 0.553 | — |
| 2006 | 0.385 | — |
| 2005 | 0.366 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | — | — | — |
| 2024 | 0.038 | 0.082 | 0.080 | -0.082 |
| 2023 | -0.033 | 0.104 | 0.033 | 0.104 |
| 2022 | 0.005 | -0.077 | 0.092 | 0.051 |
| 2021 | 0.055 | 0.087 | 0.107 | -0.003 |
| 2020 | -0.236 | 0.187 | 0.093 | 0.214 |
| 2019 | 0.051 | 0.006 | -0.011 | 0.041 |
| 2018 | -0.050 | 0.056 | 0.031 | -0.014 |
| 2017 | 0.112 | 0.036 | 0.022 | 0.089 |
| 2016 | -0.021 | 0.072 | 0.036 | -0.044 |
| 2015 | 0.031 | -0.022 | -0.044 | 0.001 |
| 2014 | 0.062 | 0.130 | 0.054 | 0.023 |
| 2013 | -0.035 | 0.036 | -0.013 | 0.100 |
| 2012 | 0.145 | 0.008 | 0.080 | 0.035 |
| 2011 | -0.051 | -0.027 | -0.122 | -0.067 |
| 2010 | 0.008 | 0.015 | 0.136 | 0.015 |
| 2009 | 0.022 | 0.412 | 0.186 | 0.022 |
| 2008 | -0.231 | -0.145 | -0.025 | -0.244 |
| 2007 | -0.033 | 0.130 | 0.163 | 0.223 |
| 2006 | 0.191 | -0.086 | 0.146 | 0.110 |
| 2005 | -0.014 | 0.087 | 0.173 | 0.086 |
| 2004 | 0.182 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.140 |
| 5 years | 0.209 |
| 10 years | 0.125 |