Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.075 | 0 | 65 |
| 1 month | -0.031 | 0 | 79 |
| 3 months | -0.127 | 0 | 85 |
| 1 year | 0.014 | 0 | 57 |
| 3 years | 0.060 | 0 | 51 |
| 5 years | 0.104 | 0 | 41 |
| 10 years | 0.102 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.158 | — |
| 2022 | -0.100 | — |
| 2021 | 0.156 | — |
| 2020 | 0.203 | — |
| 2019 | 0.234 | — |
| 2018 | -0.039 | — |
| 2017 | 0.162 | — |
| 2016 | 0.249 | — |
| 2015 | 0.081 | — |
| 2014 | 0.099 | — |
| 2013 | 0.206 | — |
| 2012 | 0.120 | — |
| 2011 | -0.106 | — |
| 2010 | 0.235 | — |
| 2009 | 0.257 | — |
| 2008 | -0.276 | — |
| 2007 | 0.181 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | 0.086 | 0.011 | -0.023 | 0.073 |
| 2023 | 0.054 | 0.044 | -0.007 | 0.060 |
| 2022 | -0.031 | -0.108 | 0.045 | -0.004 |
| 2021 | 0.053 | 0.058 | -0.001 | 0.039 |
| 2020 | -0.137 | 0.207 | 0.056 | 0.093 |
| 2019 | 0.103 | 0.074 | 0.025 | 0.017 |
| 2018 | -0.039 | 0.087 | 0.032 | -0.109 |
| 2017 | 0.067 | 0.006 | 0.020 | 0.062 |
| 2016 | 0.005 | 0.092 | 0.084 | 0.050 |
| 2015 | 0.092 | -0.038 | -0.052 | 0.084 |
| 2014 | -0.003 | 0.018 | 0.034 | 0.048 |
| 2013 | 0.150 | -0.003 | 0.010 | 0.042 |
| 2012 | 0.105 | -0.034 | 0.041 | 0.009 |
| 2011 | -0.008 | -0.003 | -0.139 | 0.050 |
| 2010 | 0.113 | -0.093 | 0.092 | 0.120 |
| 2009 | -0.052 | 0.057 | 0.201 | 0.044 |
| 2008 | -0.109 | 0.016 | -0.135 | -0.075 |
| 2007 | 0.033 | 0.063 | 0.027 | 0.047 |
| 2006 | 0.026 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.060 |
| 5 years | 0.104 |
| 10 years | 0.102 |