Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.120 | 0 | 41 |
| 1 month | 0.042 | 0 | 2 |
| 3 months | -0.034 | 0 | 55 |
| 1 year | -0.019 | 0 | 78 |
| 3 years | 0.207 | 0 | 24 |
| 5 years | 0.335 | 0 | 45 |
| 10 years | 0.154 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.232 | — |
| 2023 | 0.521 | — |
| 2022 | 0.036 | — |
| 2021 | 0.564 | — |
| 2020 | 0.187 | — |
| 2019 | -0.050 | — |
| 2018 | -0.174 | — |
| 2017 | 0.435 | — |
| 2016 | 0.102 | — |
| 2015 | 0.096 | — |
| 2014 | 0.899 | — |
| 2013 | 0.132 | — |
| 2012 | 0.517 | — |
| 2011 | -0.259 | — |
| 2010 | 0.186 | — |
| 2009 | 1.046 | — |
| 2008 | -0.632 | — |
| 2007 | 0.561 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.156 | — | — | — |
| 2024 | 0.011 | 0.221 | 0.035 | -0.036 |
| 2023 | 0.006 | 0.168 | 0.124 | 0.153 |
| 2022 | -0.041 | -0.101 | 0.163 | 0.033 |
| 2021 | 0.141 | 0.146 | 0.148 | 0.041 |
| 2020 | -0.323 | 0.167 | 0.208 | 0.244 |
| 2019 | 0.049 | -0.038 | -0.063 | 0.005 |
| 2018 | -0.074 | -0.036 | -0.080 | 0.005 |
| 2017 | 0.166 | 0.039 | 0.041 | 0.137 |
| 2016 | -0.050 | 0.142 | 0.084 | -0.063 |
| 2015 | 0.048 | -0.012 | 0.012 | 0.045 |
| 2014 | 0.123 | 0.298 | 0.152 | 0.131 |
| 2013 | -0.078 | 0.031 | -0.018 | 0.212 |
| 2012 | 0.215 | -0.011 | 0.150 | 0.097 |
| 2011 | -0.064 | 0.004 | -0.096 | -0.128 |
| 2010 | 0.036 | 0.034 | 0.153 | -0.040 |
| 2009 | -0.080 | 0.643 | 0.209 | 0.120 |
| 2008 | -0.358 | -0.176 | -0.049 | -0.267 |
| 2007 | -0.080 | 0.222 | 0.053 | 0.319 |
| 2006 | -0.177 | 0.168 | 0.044 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | 0.207 |
| 5 years | 0.335 |
| 10 years | 0.154 |