Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 36 |
| 1 month | 0.032 | 0 | 34 |
| 3 months | -0.111 | 0 | 54 |
| 1 year | 0.076 | 0 | 53 |
| 3 years | 0.133 | 0 | 25 |
| 5 years | 0.093 | 0 | 73 |
| 10 years | 0.096 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.248 | — |
| 2023 | 0.523 | — |
| 2022 | -0.367 | — |
| 2021 | -0.032 | — |
| 2020 | 0.336 | — |
| 2019 | 0.253 | — |
| 2018 | -0.075 | — |
| 2017 | 0.371 | — |
| 2016 | 0.083 | — |
| 2015 | 0.066 | — |
| 2014 | 0.043 | — |
| 2013 | 0.396 | — |
| 2012 | 0.128 | — |
| 2011 | -0.067 | — |
| 2010 | 0.202 | — |
| 2009 | 0.437 | — |
| 2008 | -0.405 | — |
| 2007 | 0.221 | — |
| 2006 | 0.329 | — |
| 2005 | -0.028 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.077 | — | — | — |
| 2024 | 0.144 | 0.084 | -0.043 | 0.051 |
| 2023 | 0.181 | 0.085 | 0.016 | 0.171 |
| 2022 | -0.127 | -0.215 | -0.067 | -0.011 |
| 2021 | 0.043 | 0.059 | -0.079 | -0.047 |
| 2020 | -0.152 | 0.266 | 0.092 | 0.140 |
| 2019 | 0.150 | 0.018 | -0.010 | 0.082 |
| 2018 | 0.021 | 0.044 | 0.001 | -0.133 |
| 2017 | 0.112 | 0.093 | 0.062 | 0.062 |
| 2016 | -0.011 | 0.049 | 0.116 | -0.065 |
| 2015 | 0.039 | 0.037 | -0.100 | 0.100 |
| 2014 | -0.015 | 0.037 | 0.004 | 0.016 |
| 2013 | 0.067 | 0.040 | 0.155 | 0.090 |
| 2012 | 0.118 | -0.045 | 0.080 | -0.022 |
| 2011 | 0.075 | -0.014 | -0.161 | 0.049 |
| 2010 | 0.039 | -0.078 | 0.195 | 0.050 |
| 2009 | 0.008 | 0.169 | 0.136 | 0.074 |
| 2008 | -0.165 | -0.020 | -0.188 | -0.105 |
| 2007 | 0.017 | 0.091 | 0.061 | 0.037 |
| 2006 | 0.074 | 0.009 | 0.090 | 0.125 |
| 2005 | -0.086 | 0.011 | 0.077 | -0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.103 |
| 5 years | 0.076 |
| 10 years | 0.088 |