Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | — |
| 1 month | 0.000 | 0 | — |
| 3 months | 0.025 | 0 | — |
| 1 year | 0.107 | 0 | — |
| 3 years | 0.049 | 0 | — |
| 5 years | 0.074 | 0 | — |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | 0.061 | — |
| 2022 | -0.169 | — |
| 2021 | 0.046 | — |
| 2020 | 0.170 | — |
| 2019 | 0.175 | — |
| 2018 | -0.137 | — |
| 2017 | 0.322 | — |
| 2016 | 0.018 | — |
| 2015 | -0.016 | — |
| 2014 | 0.011 | — |
| 2013 | 0.177 | — |
| 2012 | 0.166 | — |
| 2011 | -0.140 | — |
| 2010 | 0.100 | — |
| 2009 | 0.377 | — |
| 2008 | -0.381 | — |
| 2007 | 0.216 | — |
| 2006 | 0.224 | — |
| 2005 | 0.110 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.049 | — | — | — |
| 2024 | 0.034 | 0.032 | 0.080 | -0.051 |
| 2023 | 0.049 | -0.001 | -0.036 | 0.050 |
| 2022 | -0.070 | -0.102 | -0.112 | 0.120 |
| 2021 | 0.043 | 0.046 | -0.041 | 0.000 |
| 2020 | -0.195 | 0.156 | 0.076 | 0.168 |
| 2019 | 0.113 | 0.009 | -0.026 | 0.073 |
| 2018 | -0.007 | -0.018 | 0.001 | -0.115 |
| 2017 | 0.080 | 0.068 | 0.066 | 0.075 |
| 2016 | -0.028 | 0.000 | 0.076 | -0.027 |
| 2015 | 0.043 | 0.017 | -0.123 | 0.057 |
| 2014 | -0.018 | 0.037 | -0.025 | 0.017 |
| 2013 | 0.042 | -0.018 | 0.088 | 0.057 |
| 2012 | 0.106 | -0.053 | 0.060 | 0.051 |
| 2011 | 0.023 | -0.005 | -0.189 | 0.043 |
| 2010 | 0.005 | -0.086 | 0.120 | 0.068 |
| 2009 | -0.066 | 0.244 | 0.142 | 0.038 |
| 2008 | -0.123 | -0.018 | -0.156 | -0.148 |
| 2007 | 0.023 | 0.084 | 0.106 | -0.008 |
| 2006 | 0.076 | -0.017 | 0.042 | 0.110 |
| 2005 | -0.008 | 0.012 | 0.077 | 0.027 |
| 2004 | -0.030 | 0.027 | 0.104 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.049 |
| 5 years | 0.074 |
| 10 years | 0.042 |