Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.244 | 0 | 61 |
| 1 month | 0.042 | 0 | 26 |
| 3 months | 0.136 | 0 | 13 |
| 1 year | 0.305 | 0 | 45 |
| 3 years | 0.154 | 0 | 79 |
| 5 years | 0.095 | 0 | 71 |
| 10 years | 0.097 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.272 | — |
| 2022 | -0.175 | — |
| 2021 | 0.117 | — |
| 2020 | 0.178 | — |
| 2019 | 0.325 | — |
| 2018 | -0.221 | — |
| 2017 | 0.359 | — |
| 2016 | 0.030 | — |
| 2015 | 0.141 | — |
| 2014 | 0.095 | — |
| 2013 | 0.861 | — |
| 2012 | 0.201 | — |
| 2011 | -0.110 | — |
| 2010 | -0.019 | — |
| 2009 | 0.191 | — |
| 2008 | -0.464 | — |
| 2007 | -0.166 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | 0.114 | 0.052 | — |
| 2024 | 0.073 | 0.026 | -0.071 | 0.033 |
| 2023 | 0.136 | 0.080 | -0.031 | 0.069 |
| 2022 | -0.138 | -0.091 | 0.057 | -0.004 |
| 2021 | 0.066 | 0.004 | 0.082 | -0.036 |
| 2020 | -0.231 | 0.248 | 0.126 | 0.090 |
| 2019 | 0.138 | -0.035 | 0.076 | 0.121 |
| 2018 | -0.001 | 0.011 | 0.029 | -0.249 |
| 2017 | 0.016 | 0.102 | 0.087 | 0.117 |
| 2016 | -0.026 | -0.023 | -0.010 | 0.095 |
| 2015 | 0.122 | 0.055 | -0.119 | 0.094 |
| 2014 | -0.098 | 0.078 | 0.031 | 0.093 |
| 2013 | 0.370 | 0.147 | 0.127 | 0.051 |
| 2012 | 0.122 | -0.067 | 0.037 | 0.107 |
| 2011 | -0.014 | 0.012 | -0.101 | -0.008 |
| 2010 | 0.053 | -0.148 | 0.002 | 0.091 |
| 2009 | -0.138 | 0.357 | 0.015 | 0.004 |
| 2008 | -0.182 | 0.061 | -0.218 | -0.211 |
| 2007 | -0.018 | 0.047 | -0.093 | -0.106 |
| 2006 | -0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.305 |
| 3 years | 0.154 |
| 5 years | 0.095 |
| 10 years | 0.097 |
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