Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | — |
| 1 month | 0.025 | 0 | — |
| 3 months | 0.081 | 0 | — |
| 1 year | 0.058 | 0 | — |
| 3 years | 0.057 | 0 | — |
| 5 years | 0.059 | 0 | — |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.104 | — |
| 2022 | -0.162 | — |
| 2021 | 0.148 | — |
| 2020 | 0.043 | — |
| 2019 | 0.189 | — |
| 2018 | -0.096 | — |
| 2017 | 0.071 | — |
| 2016 | 0.029 | — |
| 2015 | 0.082 | — |
| 2014 | 0.090 | — |
| 2013 | 0.144 | — |
| 2012 | 0.136 | — |
| 2011 | -0.095 | — |
| 2010 | 0.105 | — |
| 2009 | 0.254 | — |
| 2008 | -0.373 | — |
| 2007 | -0.009 | — |
| 2006 | 0.108 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | 0.023 | — | — |
| 2024 | 0.071 | 0.020 | 0.017 | 0.034 |
| 2023 | 0.018 | 0.043 | -0.012 | 0.052 |
| 2022 | -0.064 | -0.095 | -0.041 | 0.032 |
| 2021 | 0.045 | 0.042 | 0.007 | 0.047 |
| 2020 | -0.157 | 0.118 | 0.031 | 0.073 |
| 2019 | 0.091 | 0.017 | 0.028 | 0.043 |
| 2018 | -0.032 | 0.028 | 0.015 | -0.105 |
| 2017 | 0.031 | 0.008 | 0.014 | 0.016 |
| 2016 | -0.038 | -0.010 | 0.038 | 0.041 |
| 2015 | 0.130 | -0.032 | -0.066 | 0.060 |
| 2014 | 0.020 | 0.032 | 0.006 | 0.028 |
| 2013 | 0.044 | 0.003 | 0.050 | 0.040 |
| 2012 | 0.067 | -0.031 | 0.077 | 0.020 |
| 2011 | -0.005 | -0.009 | -0.111 | 0.033 |
| 2010 | 0.047 | -0.036 | 0.040 | 0.053 |
| 2009 | -0.056 | 0.118 | 0.161 | 0.024 |
| 2008 | -0.110 | -0.016 | -0.077 | -0.225 |
| 2007 | 0.035 | 0.031 | -0.037 | -0.036 |
| 2006 | 0.057 | -0.064 | 0.065 | 0.051 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | 0.035 |
| 5 years | 0.047 |
| 10 years | 0.032 |