Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.100 | 0 | 79 |
| 1 month | 0.011 | 0 | 92 |
| 3 months | -0.013 | 0 | 79 |
| 1 year | -0.013 | 0 | 87 |
| 3 years | 0.163 | 0 | 89 |
| 5 years | 0.238 | 0 | 95 |
| 10 years | 0.133 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.232 | — |
| 2023 | 0.333 | — |
| 2022 | 0.054 | — |
| 2021 | 0.347 | — |
| 2020 | 0.150 | — |
| 2019 | -0.061 | — |
| 2018 | -0.108 | — |
| 2017 | 0.451 | — |
| 2016 | 0.120 | — |
| 2015 | 0.077 | — |
| 2014 | 0.642 | — |
| 2013 | -0.028 | — |
| 2012 | 0.379 | — |
| 2011 | -0.272 | — |
| 2010 | 0.207 | — |
| 2009 | 1.096 | — |
| 2008 | -0.523 | — |
| 2007 | 0.443 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.109 | — | — | — |
| 2024 | 0.049 | 0.163 | 0.074 | -0.060 |
| 2023 | -0.033 | 0.146 | 0.081 | 0.112 |
| 2022 | 0.004 | -0.098 | 0.154 | 0.010 |
| 2021 | 0.092 | 0.128 | 0.087 | 0.006 |
| 2020 | -0.263 | 0.225 | 0.108 | 0.149 |
| 2019 | 0.015 | -0.054 | -0.053 | 0.032 |
| 2018 | -0.067 | 0.003 | -0.049 | 0.003 |
| 2017 | 0.174 | 0.042 | 0.053 | 0.127 |
| 2016 | -0.059 | 0.085 | 0.129 | -0.029 |
| 2015 | 0.055 | -0.030 | -0.022 | 0.076 |
| 2014 | 0.093 | 0.370 | -0.002 | 0.099 |
| 2013 | -0.139 | -0.035 | -0.044 | 0.224 |
| 2012 | 0.216 | -0.021 | 0.094 | 0.058 |
| 2011 | -0.068 | -0.026 | -0.074 | -0.135 |
| 2010 | 0.055 | 0.065 | 0.085 | -0.009 |
| 2009 | -0.014 | 0.477 | 0.301 | 0.107 |
| 2008 | -0.199 | -0.217 | -0.051 | -0.198 |
| 2007 | -0.063 | 0.139 | 0.105 | 0.224 |
| 2006 | 0.106 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.013 |
| 3 years | 0.163 |
| 5 years | 0.238 |
| 10 years | 0.133 |