Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 43 |
| 1 month | -0.029 | 0 | 50 |
| 3 months | 0.027 | 0 | 48 |
| 1 year | 0.039 | 0 | 41 |
| 3 years | -0.040 | 0 | 58 |
| 5 years | 0.141 | 0 | 32 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.028 | — |
| 2023 | -0.075 | — |
| 2022 | 0.158 | — |
| 2021 | 0.255 | — |
| 2020 | 0.052 | — |
| 2019 | 0.063 | — |
| 2018 | -0.108 | — |
| 2017 | -0.020 | — |
| 2016 | 0.183 | — |
| 2015 | -0.281 | — |
| 2014 | -0.239 | — |
| 2013 | -0.078 | — |
| 2012 | 0.000 | — |
| 2011 | -0.061 | — |
| 2010 | 0.153 | — |
| 2009 | 0.339 | — |
| 2008 | -0.354 | — |
| 2007 | 0.344 | — |
| 2006 | 0.184 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.102 | — | — | — |
| 2024 | 0.005 | 0.057 | -0.009 | -0.023 |
| 2023 | -0.061 | -0.030 | 0.065 | -0.047 |
| 2022 | 0.277 | -0.017 | -0.074 | -0.004 |
| 2021 | 0.050 | 0.133 | 0.062 | -0.006 |
| 2020 | -0.201 | 0.084 | 0.095 | 0.109 |
| 2019 | 0.060 | -0.001 | -0.033 | 0.038 |
| 2018 | 0.000 | 0.007 | -0.023 | -0.093 |
| 2017 | -0.031 | -0.051 | 0.025 | 0.040 |
| 2016 | 0.027 | 0.147 | -0.027 | 0.032 |
| 2015 | -0.088 | 0.037 | -0.131 | -0.125 |
| 2014 | 0.057 | 0.014 | -0.109 | -0.203 |
| 2013 | -0.009 | -0.083 | 0.028 | -0.014 |
| 2012 | 0.032 | -0.077 | 0.116 | -0.060 |
| 2011 | 0.096 | -0.063 | -0.085 | 0.000 |
| 2010 | -0.032 | -0.064 | 0.115 | 0.140 |
| 2009 | 0.018 | 0.200 | -0.012 | 0.110 |
| 2008 | 0.084 | 0.194 | -0.259 | -0.327 |
| 2007 | 0.037 | 0.052 | 0.117 | 0.103 |
| 2006 | 0.093 | 0.040 | -0.040 | 0.084 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | -0.040 |
| 5 years | 0.141 |
| 10 years | 0.023 |