Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.094 | 0 | 86 |
| 1 month | 0.006 | 0 | 35 |
| 3 months | 0.065 | 0 | 18 |
| 1 year | 0.091 | 0 | 86 |
| 3 years | 0.071 | 0 | 98 |
| 5 years | 0.050 | 0 | 87 |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.064 | — |
| 2022 | -0.151 | — |
| 2021 | 0.106 | — |
| 2020 | 0.154 | — |
| 2019 | 0.298 | — |
| 2018 | -0.128 | — |
| 2017 | 0.256 | — |
| 2016 | -0.020 | — |
| 2015 | 0.079 | — |
| 2014 | 0.060 | — |
| 2013 | 0.189 | — |
| 2012 | 0.197 | — |
| 2011 | -0.220 | — |
| 2010 | 0.077 | — |
| 2009 | 0.377 | — |
| 2008 | -0.423 | — |
| 2007 | -0.017 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | 0.039 | 0.051 | — |
| 2024 | 0.047 | 0.037 | 0.027 | -0.003 |
| 2023 | 0.055 | 0.020 | -0.067 | 0.060 |
| 2022 | -0.080 | -0.099 | -0.042 | 0.069 |
| 2021 | 0.024 | 0.054 | 0.003 | 0.021 |
| 2020 | -0.218 | 0.159 | 0.077 | 0.182 |
| 2019 | 0.156 | 0.040 | 0.023 | 0.055 |
| 2018 | -0.033 | 0.029 | 0.012 | -0.134 |
| 2017 | 0.052 | 0.061 | 0.057 | 0.065 |
| 2016 | -0.055 | -0.007 | 0.051 | -0.006 |
| 2015 | 0.102 | -0.010 | -0.078 | 0.072 |
| 2014 | -0.003 | 0.028 | 0.003 | 0.032 |
| 2013 | 0.037 | -0.014 | 0.083 | 0.074 |
| 2012 | 0.131 | -0.044 | 0.056 | 0.048 |
| 2011 | -0.017 | -0.017 | -0.194 | 0.001 |
| 2010 | 0.011 | -0.078 | 0.096 | 0.055 |
| 2009 | -0.056 | 0.196 | 0.191 | 0.025 |
| 2008 | -0.120 | -0.084 | -0.141 | -0.167 |
| 2007 | 0.034 | 0.056 | -0.061 | -0.041 |
| 2006 | 0.061 | 0.079 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.071 |
| 5 years | 0.050 |
| 10 years | 0.066 |
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