Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.118 | 0 | — |
| 1 month | -0.008 | 0 | — |
| 3 months | 0.071 | 0 | — |
| 1 year | 0.117 | 0 | — |
| 3 years | 0.051 | 0 | — |
| 5 years | -0.016 | 0 | — |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | -0.102 | — |
| 2022 | -0.182 | — |
| 2021 | -0.053 | — |
| 2020 | 0.076 | — |
| 2019 | 0.296 | — |
| 2018 | -0.060 | — |
| 2017 | 0.254 | — |
| 2016 | 0.130 | — |
| 2015 | -0.035 | — |
| 2014 | 0.109 | — |
| 2013 | -0.055 | — |
| 2012 | 0.115 | — |
| 2011 | -0.199 | — |
| 2010 | 0.145 | — |
| 2009 | 0.773 | — |
| 2008 | -0.554 | — |
| 2007 | 0.381 | — |
| 2006 | 0.375 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | -0.038 | 0.153 | — |
| 2024 | 0.032 | 0.065 | 0.085 | -0.026 |
| 2023 | -0.022 | -0.021 | -0.015 | -0.048 |
| 2022 | -0.121 | 0.003 | -0.070 | -0.003 |
| 2021 | 0.051 | 0.026 | -0.069 | -0.057 |
| 2020 | -0.210 | 0.167 | 0.051 | 0.111 |
| 2019 | 0.158 | 0.019 | 0.017 | 0.080 |
| 2018 | 0.009 | 0.015 | -0.027 | -0.056 |
| 2017 | 0.090 | -0.008 | 0.096 | 0.059 |
| 2016 | -0.052 | 0.058 | 0.121 | 0.005 |
| 2015 | 0.156 | -0.024 | -0.191 | 0.056 |
| 2014 | -0.039 | 0.099 | 0.030 | 0.020 |
| 2013 | -0.004 | -0.101 | 0.064 | -0.008 |
| 2012 | 0.095 | -0.061 | 0.043 | 0.040 |
| 2011 | -0.033 | -0.047 | -0.193 | 0.076 |
| 2010 | 0.048 | 0.006 | 0.014 | 0.071 |
| 2009 | 0.095 | 0.292 | 0.112 | 0.128 |
| 2008 | -0.215 | 0.046 | -0.284 | -0.241 |
| 2007 | -0.011 | 0.139 | 0.192 | 0.029 |
| 2006 | 0.146 | -0.057 | 0.067 | 0.193 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.033 |
| 5 years | -0.026 |
| 10 years | 0.043 |
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