Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | — |
| 1 month | 0.043 | 0 | — |
| 3 months | -0.008 | 0 | — |
| 1 year | -0.019 | 0 | — |
| 3 years | 0.214 | 0 | — |
| 5 years | 0.287 | 0 | — |
| 10 years | 0.111 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.187 | — |
| 2023 | 0.401 | — |
| 2022 | 0.147 | — |
| 2021 | 0.243 | — |
| 2020 | 0.110 | — |
| 2019 | -0.087 | — |
| 2018 | -0.195 | — |
| 2017 | 0.396 | — |
| 2016 | 0.048 | — |
| 2015 | 0.057 | — |
| 2014 | 1.040 | — |
| 2013 | 0.247 | — |
| 2012 | 0.376 | — |
| 2011 | -0.192 | — |
| 2010 | 0.264 | — |
| 2009 | 1.334 | — |
| 2008 | -0.487 | — |
| 2007 | -0.010 | — |
| 2006 | 0.119 | — |
| 2005 | 0.425 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.068 | — | — | — |
| 2024 | 0.122 | 0.158 | 0.062 | -0.140 |
| 2023 | -0.046 | 0.225 | 0.053 | 0.137 |
| 2022 | -0.020 | 0.079 | 0.100 | -0.014 |
| 2021 | 0.105 | 0.071 | 0.025 | 0.026 |
| 2020 | -0.391 | 0.344 | 0.152 | 0.178 |
| 2019 | -0.070 | -0.047 | -0.031 | 0.062 |
| 2018 | -0.076 | -0.013 | -0.103 | -0.015 |
| 2017 | 0.125 | 0.068 | 0.033 | 0.125 |
| 2016 | -0.034 | 0.062 | 0.111 | -0.081 |
| 2015 | 0.038 | -0.019 | 0.021 | 0.018 |
| 2014 | 0.156 | 0.333 | 0.202 | 0.101 |
| 2013 | -0.107 | 0.041 | 0.026 | 0.308 |
| 2012 | 0.233 | -0.019 | 0.078 | 0.056 |
| 2011 | -0.086 | 0.006 | -0.030 | -0.093 |
| 2010 | 0.038 | 0.077 | 0.158 | -0.024 |
| 2009 | 0.073 | 0.408 | 0.414 | 0.093 |
| 2008 | -0.241 | -0.159 | 0.021 | -0.212 |
| 2007 | -0.132 | -0.013 | 0.059 | 0.090 |
| 2006 | 0.109 | -0.108 | 0.110 | 0.019 |
| 2005 | -0.041 | 0.117 | 0.190 | 0.118 |
| 2004 | 0.117 | 0.250 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.214 |
| 5 years | 0.287 |
| 10 years | 0.111 |