Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.119 | 0 | 61 |
| 1 month | -0.024 | 0 | 9 |
| 3 months | -0.163 | 0 | 84 |
| 1 year | -0.002 | 0 | 74 |
| 3 years | 0.051 | 0 | 85 |
| 5 years | 0.106 | 0 | 80 |
| 10 years | 0.118 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.215 | — |
| 2023 | 0.151 | — |
| 2022 | -0.121 | — |
| 2021 | 0.280 | — |
| 2020 | 0.167 | — |
| 2019 | 0.269 | — |
| 2018 | -0.019 | — |
| 2017 | 0.140 | — |
| 2016 | 0.268 | — |
| 2015 | 0.075 | — |
| 2014 | 0.176 | — |
| 2013 | 0.329 | — |
| 2012 | 0.051 | — |
| 2011 | 0.036 | — |
| 2010 | 0.189 | — |
| 2009 | 0.227 | — |
| 2008 | -0.173 | — |
| 2007 | 0.096 | — |
| 2006 | 0.005 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.097 | — | — | — |
| 2024 | 0.113 | 0.037 | -0.036 | 0.093 |
| 2023 | 0.028 | 0.042 | -0.016 | 0.092 |
| 2022 | -0.024 | -0.110 | 0.053 | -0.038 |
| 2021 | 0.060 | 0.083 | 0.028 | 0.085 |
| 2020 | -0.120 | 0.186 | 0.050 | 0.066 |
| 2019 | 0.095 | 0.089 | 0.044 | 0.019 |
| 2018 | -0.068 | 0.123 | 0.090 | -0.140 |
| 2017 | 0.051 | -0.004 | 0.016 | 0.071 |
| 2016 | -0.001 | 0.058 | 0.089 | 0.102 |
| 2015 | 0.067 | -0.055 | -0.050 | 0.122 |
| 2014 | -0.001 | 0.027 | 0.067 | 0.074 |
| 2013 | 0.195 | 0.019 | 0.001 | 0.090 |
| 2012 | 0.094 | -0.047 | 0.026 | -0.018 |
| 2011 | 0.032 | 0.007 | -0.086 | 0.091 |
| 2010 | 0.105 | -0.090 | 0.029 | 0.148 |
| 2009 | -0.038 | -0.001 | 0.186 | 0.077 |
| 2008 | -0.123 | 0.004 | -0.025 | -0.037 |
| 2007 | 0.006 | 0.057 | 0.018 | 0.012 |
| 2006 | 0.043 | -0.075 | 0.022 | 0.020 |
| 2005 | 0.050 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.040 |
| 3 years | 0.037 |
| 5 years | 0.097 |
| 10 years | 0.113 |