Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 79 |
| 1 month | 0.006 | 0 | 55 |
| 3 months | -0.021 | 0 | 75 |
| 1 year | 0.118 | 0 | 38 |
| 3 years | 0.114 | 0 | 10 |
| 5 years | 0.142 | 0 | 9 |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.154 | — |
| 2023 | 0.227 | — |
| 2022 | -0.114 | — |
| 2021 | 0.237 | — |
| 2020 | 0.049 | — |
| 2019 | 0.227 | — |
| 2018 | -0.123 | — |
| 2017 | 0.158 | — |
| 2016 | 0.052 | — |
| 2015 | -0.019 | — |
| 2014 | -0.004 | — |
| 2013 | 0.118 | — |
| 2012 | 0.118 | — |
| 2011 | -0.047 | — |
| 2010 | 0.112 | — |
| 2009 | 0.222 | — |
| 2008 | -0.344 | — |
| 2007 | 0.037 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.085 | 0.020 | 0.062 | -0.018 |
| 2023 | 0.070 | 0.057 | -0.019 | 0.106 |
| 2022 | -0.026 | -0.122 | -0.079 | 0.126 |
| 2021 | 0.090 | 0.060 | -0.009 | 0.081 |
| 2020 | -0.223 | 0.157 | 0.041 | 0.122 |
| 2019 | 0.092 | 0.024 | -0.006 | 0.103 |
| 2018 | -0.012 | -0.019 | 0.028 | -0.121 |
| 2017 | 0.033 | 0.026 | 0.046 | 0.045 |
| 2016 | 0.013 | -0.020 | 0.042 | 0.016 |
| 2015 | 0.001 | 0.033 | -0.080 | 0.032 |
| 2014 | 0.012 | 0.050 | -0.039 | -0.025 |
| 2013 | 0.021 | -0.020 | 0.066 | 0.048 |
| 2012 | 0.068 | -0.034 | 0.050 | 0.032 |
| 2011 | 0.049 | 0.023 | -0.175 | 0.078 |
| 2010 | 0.017 | -0.085 | 0.137 | 0.051 |
| 2009 | -0.105 | 0.174 | 0.128 | 0.031 |
| 2008 | -0.061 | -0.043 | -0.091 | -0.196 |
| 2007 | 0.019 | 0.017 | 0.022 | -0.022 |
| 2006 | 0.034 | 0.046 | 0.062 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.088 |
| 5 years | 0.125 |
| 10 years | 0.066 |