Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.092 | 0 | 31 |
| 1 month | -0.035 | 0 | 62 |
| 3 months | -0.128 | 0 | 33 |
| 1 year | 0.024 | 0 | 30 |
| 3 years | 0.045 | 0 | 53 |
| 5 years | 0.094 | 0 | 36 |
| 10 years | 0.081 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.206 | — |
| 2023 | 0.196 | — |
| 2022 | -0.248 | — |
| 2021 | 0.239 | — |
| 2020 | 0.256 | — |
| 2019 | 0.416 | — |
| 2018 | -0.120 | — |
| 2017 | 0.133 | — |
| 2016 | 0.076 | — |
| 2015 | 0.100 | — |
| 2014 | 0.086 | — |
| 2013 | 0.201 | — |
| 2012 | 0.083 | — |
| 2011 | -0.047 | — |
| 2010 | 0.243 | — |
| 2009 | 0.301 | — |
| 2008 | -0.293 | — |
| 2007 | 0.040 | — |
| 2006 | 0.045 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | — | — | — |
| 2024 | 0.101 | 0.039 | 0.000 | 0.055 |
| 2023 | 0.082 | 0.060 | -0.034 | 0.079 |
| 2022 | -0.068 | -0.149 | -0.056 | 0.005 |
| 2021 | 0.101 | 0.057 | -0.028 | 0.095 |
| 2020 | -0.137 | 0.242 | 0.045 | 0.121 |
| 2019 | 0.202 | 0.031 | 0.012 | 0.129 |
| 2018 | 0.023 | 0.039 | -0.013 | -0.160 |
| 2017 | 0.060 | -0.016 | 0.026 | 0.059 |
| 2016 | -0.069 | 0.015 | 0.056 | 0.077 |
| 2015 | 0.186 | -0.027 | -0.113 | 0.076 |
| 2014 | 0.010 | 0.040 | 0.028 | 0.006 |
| 2013 | 0.067 | 0.016 | 0.052 | 0.054 |
| 2012 | 0.077 | -0.045 | 0.042 | 0.010 |
| 2011 | -0.026 | -0.025 | -0.080 | 0.092 |
| 2010 | 0.132 | -0.022 | 0.019 | 0.102 |
| 2009 | -0.036 | 0.155 | 0.115 | 0.048 |
| 2008 | -0.121 | -0.010 | -0.038 | -0.155 |
| 2007 | 0.008 | 0.045 | 0.009 | -0.022 |
| 2006 | 0.050 | -0.072 | 0.033 | 0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.043 |
| 5 years | 0.093 |
| 10 years | 0.080 |