Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.068 | 0 | 15 |
| 1 month | 0.010 | 0 | 56 |
| 3 months | 0.031 | 0 | 15 |
| 1 year | 0.099 | 0 | 10 |
| 3 years | 0.028 | 0 | 23 |
| 5 years | 0.115 | 0 | 15 |
| 10 years | 0.100 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.061 | — |
| 2023 | 0.074 | — |
| 2022 | -0.247 | — |
| 2021 | 0.252 | — |
| 2020 | 0.295 | — |
| 2019 | 0.245 | — |
| 2018 | -0.153 | — |
| 2017 | 0.274 | — |
| 2016 | 0.164 | — |
| 2015 | 0.294 | — |
| 2014 | 0.080 | — |
| 2013 | 0.252 | — |
| 2012 | 0.277 | — |
| 2011 | -0.029 | — |
| 2010 | 0.270 | — |
| 2009 | 0.662 | — |
| 2008 | -0.451 | — |
| 2007 | 0.118 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.057 | — | — | — |
| 2024 | 0.016 | 0.031 | 0.016 | -0.002 |
| 2023 | 0.031 | 0.004 | -0.025 | 0.064 |
| 2022 | -0.129 | -0.096 | -0.117 | 0.084 |
| 2021 | 0.087 | 0.087 | 0.019 | 0.040 |
| 2020 | -0.247 | 0.235 | 0.162 | 0.198 |
| 2019 | 0.092 | 0.033 | -0.015 | 0.121 |
| 2018 | -0.015 | 0.001 | 0.001 | -0.143 |
| 2017 | 0.093 | 0.071 | 0.056 | 0.031 |
| 2016 | 0.001 | -0.005 | 0.094 | 0.069 |
| 2015 | 0.133 | 0.040 | -0.003 | 0.102 |
| 2014 | 0.063 | 0.047 | -0.039 | 0.011 |
| 2013 | 0.073 | 0.005 | 0.076 | 0.078 |
| 2012 | 0.160 | -0.028 | 0.080 | 0.050 |
| 2011 | 0.067 | 0.022 | -0.102 | -0.007 |
| 2010 | 0.059 | 0.007 | 0.050 | 0.135 |
| 2009 | -0.054 | 0.342 | 0.260 | 0.039 |
| 2008 | -0.107 | 0.015 | -0.227 | -0.217 |
| 2007 | 0.098 | 0.081 | -0.068 | 0.010 |
| 2006 | -0.082 | 0.037 | 0.092 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.011 |
| 5 years | 0.104 |
| 10 years | 0.094 |