Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.119 | 0 | 60 |
| 1 month | 0.007 | 0 | 45 |
| 3 months | 0.062 | 0 | 7 |
| 1 year | 0.110 | 0 | 63 |
| 3 years | 0.075 | 0 | 82 |
| 5 years | 0.078 | 0 | 69 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.096 | — |
| 2022 | -0.106 | — |
| 2021 | 0.227 | — |
| 2020 | -0.099 | — |
| 2019 | 0.222 | — |
| 2018 | -0.208 | — |
| 2017 | 0.106 | — |
| 2016 | -0.019 | — |
| 2015 | 0.084 | — |
| 2014 | -0.001 | — |
| 2013 | 0.212 | — |
| 2012 | 0.169 | — |
| 2011 | -0.136 | — |
| 2010 | 0.027 | — |
| 2009 | 0.274 | — |
| 2008 | -0.449 | — |
| 2007 | -0.029 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | 0.014 | 0.034 | — |
| 2024 | 0.073 | -0.001 | 0.030 | -0.044 |
| 2023 | 0.084 | 0.014 | -0.043 | 0.041 |
| 2022 | -0.024 | -0.116 | -0.041 | 0.080 |
| 2021 | 0.116 | 0.054 | -0.001 | 0.044 |
| 2020 | -0.301 | 0.138 | -0.007 | 0.140 |
| 2019 | 0.129 | -0.005 | 0.020 | 0.066 |
| 2018 | -0.051 | -0.005 | 0.002 | -0.163 |
| 2017 | 0.060 | 0.008 | 0.043 | -0.008 |
| 2016 | -0.086 | -0.047 | 0.056 | 0.067 |
| 2015 | 0.181 | -0.027 | -0.115 | 0.065 |
| 2014 | 0.035 | 0.002 | -0.009 | -0.028 |
| 2013 | 0.021 | 0.013 | 0.104 | 0.061 |
| 2012 | 0.077 | -0.052 | 0.080 | 0.059 |
| 2011 | 0.029 | -0.009 | -0.201 | 0.062 |
| 2010 | 0.023 | -0.092 | 0.067 | 0.037 |
| 2009 | -0.143 | 0.206 | 0.176 | 0.049 |
| 2008 | -0.180 | -0.059 | -0.091 | -0.214 |
| 2007 | 0.035 | 0.042 | -0.054 | -0.049 |
| 2006 | 0.054 | 0.106 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | 0.075 |
| 5 years | 0.078 |
| 10 years | 0.025 |
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