Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.258 | 0 | 37 |
| 1 month | 0.032 | 0 | 60 |
| 3 months | 0.132 | 0 | 60 |
| 1 year | 0.418 | 0 | 59 |
| 3 years | 0.067 | 0 | 45 |
| 5 years | -0.006 | 0 | 68 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.151 | — |
| 2023 | -0.127 | — |
| 2022 | -0.212 | — |
| 2021 | -0.153 | — |
| 2020 | 0.167 | — |
| 2019 | 0.122 | — |
| 2018 | -0.142 | — |
| 2017 | 0.415 | — |
| 2016 | 0.005 | — |
| 2015 | -0.051 | — |
| 2014 | 0.026 | — |
| 2013 | 0.097 | — |
| 2012 | 0.249 | — |
| 2011 | -0.179 | — |
| 2010 | 0.175 | — |
| 2009 | 0.643 | — |
| 2008 | -0.504 | — |
| 2007 | 0.568 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.157 | 0.054 | — | — |
| 2024 | -0.034 | 0.073 | 0.190 | -0.067 |
| 2023 | 0.037 | -0.071 | -0.035 | -0.061 |
| 2022 | -0.112 | 0.006 | -0.221 | 0.132 |
| 2021 | 0.012 | 0.046 | -0.137 | -0.073 |
| 2020 | -0.142 | 0.126 | 0.050 | 0.149 |
| 2019 | 0.138 | -0.026 | -0.073 | 0.092 |
| 2018 | 0.014 | -0.026 | -0.052 | -0.083 |
| 2017 | 0.132 | 0.079 | 0.089 | 0.064 |
| 2016 | -0.042 | 0.008 | 0.114 | -0.066 |
| 2015 | 0.047 | 0.084 | -0.192 | 0.035 |
| 2014 | -0.032 | 0.025 | 0.013 | 0.021 |
| 2013 | 0.026 | -0.045 | 0.084 | 0.033 |
| 2012 | 0.120 | -0.049 | 0.071 | 0.095 |
| 2011 | 0.003 | -0.008 | -0.216 | 0.053 |
| 2010 | 0.010 | -0.050 | 0.185 | 0.033 |
| 2009 | -0.016 | 0.356 | 0.140 | 0.080 |
| 2008 | -0.200 | -0.032 | -0.235 | -0.163 |
| 2007 | 0.027 | 0.178 | 0.306 | -0.007 |
| 2006 | 0.215 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.418 |
| 3 years | 0.067 |
| 5 years | -0.006 |
| 10 years | 0.019 |