Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.046 | 0 | — |
| 1 month | 0.001 | 0 | — |
| 3 months | -0.006 | 0 | — |
| 1 year | 0.035 | 0 | — |
| 3 years | 0.103 | 0 | — |
| 5 years | 0.163 | 0 | — |
| 10 years | 0.104 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.175 | — |
| 2023 | 0.165 | — |
| 2022 | -0.038 | — |
| 2021 | 0.273 | — |
| 2020 | 0.064 | — |
| 2019 | 0.048 | — |
| 2018 | -0.038 | — |
| 2017 | 0.386 | — |
| 2016 | 0.013 | — |
| 2015 | 0.172 | — |
| 2014 | 0.562 | — |
| 2013 | 0.006 | — |
| 2012 | 0.184 | — |
| 2011 | -0.319 | — |
| 2010 | 0.186 | — |
| 2009 | 0.610 | — |
| 2008 | -0.493 | — |
| 2007 | 0.324 | — |
| 2006 | 0.322 | — |
| 2005 | 0.263 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.047 | 0.096 | 0.055 | -0.029 |
| 2023 | -0.030 | 0.079 | 0.059 | 0.052 |
| 2022 | -0.049 | -0.091 | 0.105 | 0.008 |
| 2021 | 0.050 | 0.062 | 0.141 | 0.000 |
| 2020 | -0.282 | 0.160 | 0.124 | 0.137 |
| 2019 | 0.044 | -0.022 | -0.013 | 0.040 |
| 2018 | -0.051 | 0.009 | -0.077 | 0.090 |
| 2017 | 0.190 | 0.028 | 0.011 | 0.122 |
| 2016 | -0.105 | 0.071 | 0.116 | -0.052 |
| 2015 | 0.166 | -0.054 | 0.035 | 0.026 |
| 2014 | 0.151 | 0.161 | 0.053 | 0.109 |
| 2013 | -0.025 | -0.043 | -0.064 | 0.151 |
| 2012 | 0.122 | -0.075 | 0.097 | 0.040 |
| 2011 | -0.083 | -0.015 | -0.118 | -0.145 |
| 2010 | 0.009 | 0.030 | 0.149 | -0.006 |
| 2009 | -0.030 | 0.396 | 0.101 | 0.079 |
| 2008 | -0.238 | -0.187 | -0.059 | -0.131 |
| 2007 | -0.039 | 0.103 | 0.071 | 0.166 |
| 2006 | 0.200 | -0.200 | 0.177 | 0.169 |
| 2005 | -0.026 | 0.063 | 0.143 | 0.068 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.103 |
| 5 years | 0.163 |
| 10 years | 0.104 |