Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | 0.008 | 0 | — |
| 1 year | 0.061 | 0 | — |
| 3 years | 0.118 | 0 | — |
| 5 years | 0.150 | 0 | — |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.181 | — |
| 2022 | 0.087 | — |
| 2021 | 0.172 | — |
| 2020 | 0.048 | — |
| 2019 | -0.045 | — |
| 2018 | -0.136 | — |
| 2017 | 0.233 | — |
| 2016 | 0.042 | — |
| 2015 | -0.005 | — |
| 2014 | 0.223 | — |
| 2013 | 0.016 | — |
| 2012 | 0.216 | — |
| 2011 | -0.214 | — |
| 2010 | 0.150 | — |
| 2009 | 0.477 | — |
| 2008 | -0.306 | — |
| 2007 | 0.274 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.045 | 0.055 | 0.062 | -0.053 |
| 2023 | -0.010 | 0.089 | 0.040 | 0.053 |
| 2022 | 0.028 | -0.050 | 0.072 | 0.038 |
| 2021 | 0.060 | 0.049 | 0.078 | -0.022 |
| 2020 | -0.183 | 0.139 | 0.001 | 0.126 |
| 2019 | 0.037 | -0.040 | -0.046 | 0.005 |
| 2018 | -0.092 | -0.055 | 0.041 | -0.032 |
| 2017 | 0.104 | -0.015 | 0.018 | 0.113 |
| 2016 | -0.059 | 0.056 | 0.044 | 0.004 |
| 2015 | -0.019 | 0.026 | -0.074 | 0.068 |
| 2014 | 0.039 | 0.219 | -0.054 | 0.020 |
| 2013 | -0.064 | 0.020 | -0.035 | 0.102 |
| 2012 | 0.126 | -0.012 | 0.064 | 0.027 |
| 2011 | -0.046 | -0.027 | -0.084 | -0.075 |
| 2010 | 0.013 | 0.021 | 0.110 | 0.003 |
| 2009 | 0.009 | 0.267 | 0.122 | 0.030 |
| 2008 | -0.147 | -0.109 | 0.007 | -0.093 |
| 2007 | -0.039 | 0.080 | 0.102 | 0.113 |
| 2006 | -0.012 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.118 |
| 5 years | 0.150 |
| 10 years | 0.066 |