Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.070 | 0 | 13 |
| 1 month | 0.011 | 0 | 55 |
| 3 months | 0.049 | 0 | 7 |
| 1 year | 0.080 | 0 | 15 |
| 3 years | 0.071 | 0 | 4 |
| 5 years | 0.099 | 0 | 27 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.031 | — |
| 2023 | 0.151 | — |
| 2022 | -0.101 | — |
| 2021 | 0.182 | — |
| 2020 | -0.202 | — |
| 2019 | 0.221 | — |
| 2018 | -0.210 | — |
| 2017 | 0.205 | — |
| 2016 | -0.089 | — |
| 2015 | 0.224 | — |
| 2014 | -0.051 | — |
| 2013 | 0.351 | — |
| 2012 | 0.295 | — |
| 2011 | -0.182 | — |
| 2010 | 0.198 | — |
| 2009 | 0.523 | — |
| 2008 | -0.419 | — |
| 2007 | -0.005 | — |
| 2006 | 0.364 | — |
| 2005 | 0.392 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.058 | — | — | — |
| 2024 | 0.029 | 0.011 | 0.046 | -0.053 |
| 2023 | 0.097 | 0.031 | -0.028 | 0.047 |
| 2022 | -0.069 | -0.084 | -0.098 | 0.170 |
| 2021 | 0.099 | 0.048 | 0.040 | -0.013 |
| 2020 | -0.393 | 0.119 | 0.023 | 0.148 |
| 2019 | 0.133 | -0.022 | -0.021 | 0.125 |
| 2018 | -0.044 | 0.010 | 0.026 | -0.203 |
| 2017 | 0.086 | 0.052 | 0.036 | 0.019 |
| 2016 | -0.045 | -0.110 | 0.033 | 0.037 |
| 2015 | 0.217 | 0.001 | -0.029 | 0.034 |
| 2014 | 0.010 | -0.009 | -0.037 | -0.016 |
| 2013 | 0.057 | 0.039 | 0.153 | 0.067 |
| 2012 | 0.118 | -0.069 | 0.127 | 0.104 |
| 2011 | -0.051 | -0.027 | -0.132 | 0.020 |
| 2010 | 0.042 | -0.002 | 0.053 | 0.094 |
| 2009 | -0.015 | 0.279 | 0.123 | 0.076 |
| 2008 | -0.150 | -0.020 | -0.092 | -0.233 |
| 2007 | 0.055 | 0.048 | -0.060 | -0.042 |
| 2006 | 0.210 | -0.019 | 0.017 | 0.129 |
| 2005 | 0.075 | 0.088 | 0.170 | 0.018 |
| 2004 | 0.007 | -0.059 | 0.077 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.060 |
| 5 years | 0.092 |
| 10 years | 0.011 |