Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 14 |
| 1 month | 0.011 | 0 | 73 |
| 3 months | 0.006 | 0 | 34 |
| 1 year | 0.026 | 0 | 18 |
| 3 years | 0.273 | 0 | 13 |
| 5 years | 0.366 | 0 | 9 |
| 10 years | 0.154 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.266 | — |
| 2023 | 0.437 | — |
| 2022 | 0.279 | — |
| 2021 | 0.487 | — |
| 2020 | 0.034 | — |
| 2019 | 0.018 | — |
| 2018 | -0.147 | — |
| 2017 | 0.410 | — |
| 2016 | 0.020 | — |
| 2015 | -0.037 | — |
| 2014 | 0.563 | — |
| 2013 | -0.050 | — |
| 2012 | 0.255 | — |
| 2011 | -0.310 | — |
| 2010 | 0.099 | — |
| 2009 | 0.686 | — |
| 2008 | -0.516 | — |
| 2007 | 1.149 | — |
| 2006 | 0.577 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | — | — | — |
| 2024 | 0.135 | 0.147 | 0.069 | -0.090 |
| 2023 | 0.004 | 0.122 | 0.109 | 0.149 |
| 2022 | 0.059 | -0.033 | 0.134 | 0.102 |
| 2021 | 0.173 | 0.135 | 0.164 | -0.041 |
| 2020 | -0.349 | 0.211 | 0.015 | 0.291 |
| 2019 | 0.059 | 0.033 | -0.091 | 0.023 |
| 2018 | -0.097 | -0.064 | -0.025 | 0.035 |
| 2017 | 0.164 | 0.030 | 0.024 | 0.149 |
| 2016 | -0.105 | 0.129 | 0.033 | -0.022 |
| 2015 | 0.019 | -0.005 | -0.058 | 0.009 |
| 2014 | 0.084 | 0.336 | -0.026 | 0.108 |
| 2013 | -0.111 | -0.039 | -0.039 | 0.158 |
| 2012 | 0.142 | -0.015 | 0.066 | 0.046 |
| 2011 | -0.068 | -0.033 | -0.125 | -0.124 |
| 2010 | 0.007 | -0.010 | 0.113 | -0.010 |
| 2009 | 0.011 | 0.385 | 0.157 | 0.040 |
| 2008 | -0.246 | -0.173 | -0.004 | -0.222 |
| 2007 | 0.063 | 0.204 | 0.213 | 0.384 |
| 2006 | 0.272 | -0.128 | 0.246 | 0.142 |
| 2005 | 0.088 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.273 |
| 5 years | 0.366 |
| 10 years | 0.154 |