Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.086 | 0 | — |
| 1 month | -0.020 | 0 | — |
| 3 months | 0.062 | 0 | — |
| 1 year | 0.221 | 0 | — |
| 3 years | 0.096 | 0 | — |
| 5 years | 0.063 | 0 | — |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.158 | — |
| 2023 | 0.047 | — |
| 2022 | -0.221 | — |
| 2021 | -0.041 | — |
| 2020 | 0.116 | — |
| 2019 | 0.293 | — |
| 2018 | -0.139 | — |
| 2017 | 0.478 | — |
| 2016 | 0.152 | — |
| 2015 | -0.149 | — |
| 2014 | -0.067 | — |
| 2013 | -0.045 | — |
| 2012 | 0.082 | — |
| 2011 | -0.261 | — |
| 2010 | 0.131 | — |
| 2009 | 0.912 | — |
| 2008 | -0.609 | — |
| 2007 | 0.513 | — |
| 2006 | 0.502 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.108 | — | — | — |
| 2024 | 0.012 | 0.065 | 0.133 | -0.051 |
| 2023 | 0.047 | -0.013 | -0.029 | 0.043 |
| 2022 | -0.148 | -0.073 | -0.122 | 0.123 |
| 2021 | 0.067 | 0.044 | -0.105 | -0.037 |
| 2020 | -0.255 | 0.190 | 0.094 | 0.150 |
| 2019 | 0.141 | 0.003 | -0.029 | 0.162 |
| 2018 | 0.026 | -0.084 | -0.007 | -0.077 |
| 2017 | 0.129 | 0.050 | 0.137 | 0.097 |
| 2016 | 0.012 | 0.045 | 0.132 | -0.037 |
| 2015 | -0.008 | 0.061 | -0.217 | 0.034 |
| 2014 | -0.047 | 0.077 | -0.028 | -0.066 |
| 2013 | -0.043 | -0.124 | 0.088 | 0.047 |
| 2012 | 0.107 | -0.128 | 0.073 | 0.044 |
| 2011 | 0.019 | -0.033 | -0.267 | 0.023 |
| 2010 | 0.025 | -0.139 | 0.172 | 0.093 |
| 2009 | 0.009 | 0.430 | 0.170 | 0.133 |
| 2008 | -0.172 | 0.036 | -0.295 | -0.354 |
| 2007 | 0.011 | 0.178 | 0.173 | 0.083 |
| 2006 | 0.184 | -0.004 | 0.038 | 0.226 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.221 |
| 3 years | 0.096 |
| 5 years | 0.063 |
| 10 years | 0.046 |