Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | — |
| 1 month | -0.039 | 0 | — |
| 3 months | -0.035 | 0 | — |
| 1 year | 0.078 | 0 | — |
| 3 years | 0.053 | 0 | — |
| 5 years | 0.051 | 0 | — |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.163 | — |
| 2023 | -0.006 | — |
| 2022 | -0.104 | — |
| 2021 | -0.029 | — |
| 2020 | 0.104 | — |
| 2019 | 0.175 | — |
| 2018 | -0.038 | — |
| 2017 | 0.230 | — |
| 2016 | 0.074 | — |
| 2015 | 0.010 | — |
| 2014 | 0.104 | — |
| 2013 | -0.054 | — |
| 2012 | 0.181 | — |
| 2011 | -0.119 | — |
| 2010 | 0.187 | — |
| 2009 | 0.648 | — |
| 2008 | -0.333 | — |
| 2007 | 0.155 | — |
| 2006 | 0.442 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.031 | — | — | — |
| 2024 | 0.044 | 0.060 | 0.076 | -0.023 |
| 2023 | 0.048 | -0.038 | -0.038 | 0.025 |
| 2022 | -0.074 | -0.070 | -0.072 | 0.122 |
| 2021 | 0.038 | 0.023 | -0.065 | -0.021 |
| 2020 | -0.206 | 0.127 | 0.079 | 0.144 |
| 2019 | 0.111 | -0.012 | -0.033 | 0.107 |
| 2018 | 0.054 | -0.048 | -0.011 | -0.032 |
| 2017 | 0.104 | 0.041 | -0.003 | 0.073 |
| 2016 | -0.011 | 0.026 | 0.092 | -0.030 |
| 2015 | 0.110 | -0.037 | -0.094 | 0.043 |
| 2014 | 0.041 | 0.045 | 0.022 | -0.007 |
| 2013 | 0.010 | -0.065 | -0.010 | 0.013 |
| 2012 | 0.123 | -0.053 | 0.038 | 0.070 |
| 2011 | -0.033 | -0.004 | -0.105 | 0.021 |
| 2010 | -0.006 | 0.015 | 0.155 | 0.020 |
| 2009 | 0.025 | 0.287 | 0.148 | 0.089 |
| 2008 | -0.048 | -0.018 | -0.182 | -0.128 |
| 2007 | 0.036 | 0.038 | 0.050 | 0.023 |
| 2006 | 0.177 | -0.076 | 0.066 | 0.243 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.053 |
| 5 years | 0.051 |
| 10 years | 0.042 |