Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.125 | 0 | 71 |
| 1 month | -0.026 | 0 | 18 |
| 3 months | -0.154 | 0 | 82 |
| 1 year | 0.002 | 0 | 54 |
| 3 years | 0.108 | 0 | 47 |
| 5 years | 0.132 | 0 | 33 |
| 10 years | 0.126 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.325 | — |
| 2023 | 0.170 | — |
| 2022 | -0.023 | — |
| 2021 | 0.322 | — |
| 2020 | 0.098 | — |
| 2019 | 0.291 | — |
| 2018 | -0.039 | — |
| 2017 | 0.167 | — |
| 2016 | 0.040 | — |
| 2015 | 0.169 | — |
| 2014 | 0.412 | — |
| 2013 | 0.442 | — |
| 2012 | 0.011 | — |
| 2011 | 0.046 | — |
| 2010 | 0.120 | — |
| 2009 | 0.034 | — |
| 2008 | -0.201 | — |
| 2007 | -0.093 | — |
| 2006 | -0.010 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.101 | — | — | — |
| 2024 | 0.174 | 0.014 | 0.036 | 0.074 |
| 2023 | 0.088 | 0.087 | -0.048 | 0.039 |
| 2022 | -0.038 | -0.030 | 0.055 | -0.007 |
| 2021 | 0.111 | 0.055 | 0.028 | 0.098 |
| 2020 | -0.048 | 0.088 | 0.057 | 0.003 |
| 2019 | 0.107 | 0.025 | 0.077 | 0.056 |
| 2018 | -0.088 | 0.066 | 0.060 | -0.068 |
| 2017 | 0.051 | -0.008 | -0.009 | 0.129 |
| 2016 | -0.071 | -0.001 | -0.015 | 0.138 |
| 2015 | 0.102 | -0.010 | -0.018 | 0.092 |
| 2014 | 0.009 | 0.082 | 0.052 | 0.229 |
| 2013 | 0.175 | 0.055 | 0.039 | 0.119 |
| 2012 | 0.069 | -0.025 | 0.030 | -0.058 |
| 2011 | 0.009 | -0.039 | -0.056 | 0.142 |
| 2010 | 0.066 | -0.041 | 0.006 | 0.089 |
| 2009 | -0.156 | 0.130 | 0.015 | 0.069 |
| 2008 | -0.141 | -0.004 | -0.002 | -0.064 |
| 2007 | -0.024 | 0.039 | -0.067 | -0.042 |
| 2006 | 0.024 | -0.086 | 0.044 | 0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.002 |
| 3 years | 0.108 |
| 5 years | 0.132 |
| 10 years | 0.126 |