Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 23 |
| 1 month | 0.035 | 0 | 22 |
| 3 months | 0.028 | 0 | 35 |
| 1 year | 0.068 | 0 | 36 |
| 3 years | 0.131 | 0 | 61 |
| 5 years | 0.191 | 0 | 74 |
| 10 years | 0.117 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.205 | — |
| 2022 | 0.049 | — |
| 2021 | 0.244 | — |
| 2020 | 0.166 | — |
| 2019 | 0.074 | — |
| 2018 | -0.005 | — |
| 2017 | 0.339 | — |
| 2016 | 0.081 | — |
| 2015 | -0.039 | — |
| 2014 | 0.428 | — |
| 2013 | 0.113 | — |
| 2012 | 0.290 | — |
| 2011 | -0.130 | — |
| 2010 | 0.241 | — |
| 2009 | 0.762 | — |
| 2008 | -0.528 | — |
| 2007 | 0.413 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.029 | 0.085 | 0.073 | -0.082 |
| 2023 | -0.034 | 0.102 | 0.035 | 0.093 |
| 2022 | 0.002 | -0.088 | 0.088 | 0.056 |
| 2021 | 0.053 | 0.068 | 0.108 | -0.002 |
| 2020 | -0.250 | 0.165 | 0.101 | 0.212 |
| 2019 | 0.052 | -0.010 | -0.013 | 0.045 |
| 2018 | -0.043 | 0.065 | -0.019 | -0.005 |
| 2017 | 0.134 | 0.038 | 0.043 | 0.092 |
| 2016 | -0.010 | 0.079 | 0.045 | -0.031 |
| 2015 | 0.039 | -0.025 | -0.054 | 0.003 |
| 2014 | 0.067 | 0.150 | 0.071 | 0.087 |
| 2013 | -0.036 | 0.020 | -0.010 | 0.144 |
| 2012 | 0.151 | -0.010 | 0.074 | 0.054 |
| 2011 | -0.022 | 0.009 | -0.053 | -0.069 |
| 2010 | 0.042 | 0.045 | 0.128 | 0.012 |
| 2009 | 0.016 | 0.387 | 0.209 | 0.033 |
| 2008 | -0.268 | -0.137 | -0.042 | -0.220 |
| 2007 | -0.078 | 0.102 | 0.153 | 0.206 |
| 2006 | 0.113 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.131 |
| 5 years | 0.191 |
| 10 years | 0.117 |