Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 73 |
| 1 month | 0.002 | 0 | 62 |
| 3 months | 0.022 | 0 | 58 |
| 1 year | 0.022 | 0 | 72 |
| 3 years | 0.101 | 0 | 30 |
| 5 years | 0.102 | 0 | 24 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.195 | — |
| 2023 | 0.162 | — |
| 2022 | -0.137 | — |
| 2021 | 0.237 | — |
| 2020 | -0.003 | — |
| 2019 | 0.208 | — |
| 2018 | -0.088 | — |
| 2017 | 0.081 | — |
| 2016 | 0.029 | — |
| 2015 | 0.081 | — |
| 2014 | 0.092 | — |
| 2013 | 0.096 | — |
| 2012 | 0.130 | — |
| 2011 | -0.097 | — |
| 2010 | 0.150 | — |
| 2009 | 0.316 | — |
| 2008 | -0.403 | — |
| 2007 | 0.018 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | 0.022 | — | — |
| 2024 | 0.107 | 0.036 | 0.010 | 0.031 |
| 2023 | 0.037 | 0.054 | 0.005 | 0.057 |
| 2022 | -0.027 | -0.094 | -0.015 | -0.006 |
| 2021 | 0.085 | 0.059 | 0.012 | 0.064 |
| 2020 | -0.181 | 0.087 | 0.024 | 0.093 |
| 2019 | 0.094 | 0.016 | 0.032 | 0.053 |
| 2018 | -0.039 | 0.034 | 0.024 | -0.104 |
| 2017 | 0.039 | -0.004 | 0.008 | 0.035 |
| 2016 | -0.045 | 0.011 | 0.029 | 0.035 |
| 2015 | 0.117 | -0.025 | -0.066 | 0.064 |
| 2014 | 0.006 | 0.046 | 0.019 | 0.018 |
| 2013 | 0.038 | -0.028 | 0.051 | 0.034 |
| 2012 | 0.077 | -0.030 | 0.063 | 0.017 |
| 2011 | -0.023 | -0.015 | -0.104 | 0.047 |
| 2010 | 0.057 | -0.018 | 0.028 | 0.077 |
| 2009 | -0.032 | 0.143 | 0.135 | 0.047 |
| 2008 | -0.126 | -0.009 | -0.124 | -0.213 |
| 2007 | 0.004 | 0.050 | -0.010 | -0.025 |
| 2006 | 0.049 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.086 |
| 5 years | 0.093 |
| 10 years | 0.054 |