Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | — |
| 1 month | -0.001 | 0 | — |
| 3 months | -0.012 | 0 | — |
| 1 year | 0.167 | 0 | — |
| 3 years | 0.084 | 0 | — |
| 5 years | 0.151 | 0 | — |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.193 | — |
| 2023 | 0.098 | — |
| 2022 | -0.012 | — |
| 2021 | 0.321 | — |
| 2020 | -0.008 | — |
| 2019 | 0.203 | — |
| 2018 | -0.070 | — |
| 2017 | 0.095 | — |
| 2016 | 0.215 | — |
| 2015 | -0.056 | — |
| 2014 | 0.141 | — |
| 2013 | 0.195 | — |
| 2012 | 0.126 | — |
| 2011 | -0.008 | — |
| 2010 | 0.138 | — |
| 2009 | 0.294 | — |
| 2008 | -0.258 | — |
| 2007 | 0.047 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.060 | -0.011 | 0.111 | 0.024 |
| 2023 | 0.023 | 0.009 | -0.019 | 0.085 |
| 2022 | 0.064 | -0.099 | -0.020 | 0.051 |
| 2021 | 0.115 | 0.080 | 0.020 | 0.077 |
| 2020 | -0.189 | 0.065 | 0.042 | 0.103 |
| 2019 | 0.121 | 0.021 | 0.030 | 0.020 |
| 2018 | -0.048 | 0.057 | 0.013 | -0.086 |
| 2017 | 0.021 | -0.003 | 0.033 | 0.040 |
| 2016 | 0.055 | 0.021 | 0.062 | 0.061 |
| 2015 | 0.012 | -0.026 | -0.044 | 0.002 |
| 2014 | 0.050 | 0.062 | 0.014 | 0.008 |
| 2013 | 0.049 | -0.009 | 0.058 | 0.085 |
| 2012 | 0.060 | -0.028 | 0.043 | 0.048 |
| 2011 | 0.069 | -0.021 | -0.094 | 0.047 |
| 2010 | 0.049 | -0.055 | 0.085 | 0.058 |
| 2009 | -0.032 | 0.192 | 0.094 | 0.025 |
| 2008 | -0.040 | 0.044 | -0.078 | -0.196 |
| 2007 | 0.010 | 0.046 | 0.015 | -0.023 |
| 2006 | 0.096 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.167 |
| 3 years | 0.084 |
| 5 years | 0.151 |
| 10 years | 0.089 |