Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 42 |
| 1 month | 0.028 | 0 | 70 |
| 3 months | -0.007 | 0 | 77 |
| 1 year | 0.057 | 0 | 54 |
| 3 years | 0.153 | 0 | 34 |
| 5 years | 0.208 | 0 | 60 |
| 10 years | 0.130 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.172 | — |
| 2023 | 0.313 | — |
| 2022 | -0.021 | — |
| 2021 | 0.293 | — |
| 2020 | 0.248 | — |
| 2019 | 0.018 | — |
| 2018 | -0.017 | — |
| 2017 | 0.336 | — |
| 2016 | 0.050 | — |
| 2015 | 0.069 | — |
| 2014 | 0.508 | — |
| 2013 | 0.122 | — |
| 2012 | 0.248 | — |
| 2011 | -0.148 | — |
| 2010 | 0.141 | — |
| 2009 | 0.883 | — |
| 2008 | -0.363 | — |
| 2007 | 0.378 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.063 | 0.102 | 0.098 | -0.089 |
| 2023 | -0.024 | 0.111 | 0.082 | 0.119 |
| 2022 | -0.023 | -0.093 | 0.078 | 0.025 |
| 2021 | 0.048 | 0.109 | 0.094 | 0.017 |
| 2020 | -0.186 | 0.215 | 0.125 | 0.122 |
| 2019 | 0.017 | -0.014 | -0.004 | 0.019 |
| 2018 | -0.057 | 0.037 | 0.018 | -0.012 |
| 2017 | 0.117 | 0.029 | 0.038 | 0.120 |
| 2016 | -0.037 | 0.070 | 0.046 | -0.025 |
| 2015 | 0.096 | -0.029 | -0.032 | 0.037 |
| 2014 | 0.046 | 0.222 | 0.128 | 0.046 |
| 2013 | -0.052 | 0.013 | 0.046 | 0.116 |
| 2012 | 0.113 | -0.002 | 0.081 | 0.041 |
| 2011 | -0.047 | -0.007 | -0.035 | -0.066 |
| 2010 | 0.012 | 0.019 | 0.082 | 0.023 |
| 2009 | 0.084 | 0.344 | 0.219 | 0.061 |
| 2008 | -0.160 | -0.094 | -0.011 | -0.155 |
| 2007 | -0.070 | 0.097 | 0.106 | 0.221 |
| 2006 | 0.106 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.153 |
| 5 years | 0.208 |
| 10 years | 0.130 |