Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.088 | 0 | 50 |
| 1 month | 0.014 | 0 | 57 |
| 3 months | 0.018 | 0 | 52 |
| 1 year | 0.290 | 0 | 39 |
| 3 years | 0.177 | 0 | 35 |
| 5 years | 0.156 | 0 | 63 |
| 10 years | 0.086 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.308 | — |
| 2023 | 0.183 | — |
| 2022 | -0.155 | — |
| 2021 | 0.153 | — |
| 2020 | 0.070 | — |
| 2019 | 0.294 | — |
| 2018 | -0.125 | — |
| 2017 | 0.261 | — |
| 2016 | -0.010 | — |
| 2015 | -0.044 | — |
| 2014 | -0.004 | — |
| 2013 | 0.322 | — |
| 2012 | 0.253 | — |
| 2011 | -0.238 | — |
| 2010 | 0.075 | — |
| 2009 | 0.430 | — |
| 2008 | -0.570 | — |
| 2007 | 0.149 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.073 | — | — | — |
| 2024 | 0.106 | 0.004 | 0.098 | 0.073 |
| 2023 | -0.013 | 0.061 | 0.008 | 0.120 |
| 2022 | -0.053 | -0.168 | -0.056 | 0.136 |
| 2021 | 0.057 | 0.082 | 0.009 | -0.001 |
| 2020 | -0.221 | 0.127 | 0.050 | 0.159 |
| 2019 | 0.109 | 0.072 | -0.002 | 0.092 |
| 2018 | -0.003 | -0.022 | 0.036 | -0.134 |
| 2017 | 0.061 | 0.066 | 0.053 | 0.059 |
| 2016 | -0.083 | -0.009 | 0.042 | 0.045 |
| 2015 | -0.010 | 0.045 | -0.116 | 0.046 |
| 2014 | -0.002 | 0.018 | -0.019 | 0.000 |
| 2013 | 0.059 | 0.036 | 0.096 | 0.099 |
| 2012 | 0.153 | -0.110 | 0.128 | 0.083 |
| 2011 | 0.030 | -0.034 | -0.245 | 0.015 |
| 2010 | -0.019 | -0.130 | 0.188 | 0.060 |
| 2009 | -0.107 | 0.335 | 0.292 | -0.072 |
| 2008 | -0.159 | -0.077 | -0.240 | -0.271 |
| 2007 | 0.043 | 0.061 | 0.052 | -0.013 |
| 2006 | 0.138 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.222 |
| 3 years | 0.156 |
| 5 years | 0.144 |
| 10 years | 0.080 |