Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.084 | 0 | 83 |
| 1 month | -0.035 | 0 | 79 |
| 3 months | -0.107 | 0 | 82 |
| 1 year | 0.034 | 0 | 29 |
| 3 years | 0.041 | 0 | 31 |
| 5 years | 0.085 | 0 | 15 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.194 | — |
| 2023 | 0.123 | — |
| 2022 | -0.152 | — |
| 2021 | 0.203 | — |
| 2020 | 0.076 | — |
| 2019 | 0.193 | — |
| 2018 | -0.106 | — |
| 2017 | 0.126 | — |
| 2016 | 0.044 | — |
| 2015 | 0.089 | — |
| 2014 | 0.022 | — |
| 2013 | 0.174 | — |
| 2012 | 0.162 | — |
| 2011 | -0.133 | — |
| 2010 | -0.012 | — |
| 2009 | 0.177 | — |
| 2008 | -0.370 | — |
| 2007 | 0.099 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.051 | — | — | — |
| 2024 | 0.086 | 0.028 | 0.023 | 0.045 |
| 2023 | 0.039 | 0.035 | -0.019 | 0.064 |
| 2022 | -0.044 | -0.102 | -0.017 | 0.005 |
| 2021 | 0.058 | 0.053 | 0.004 | 0.076 |
| 2020 | -0.170 | 0.119 | 0.058 | 0.095 |
| 2019 | 0.097 | 0.027 | 0.009 | 0.049 |
| 2018 | -0.045 | 0.031 | 0.042 | -0.129 |
| 2017 | 0.038 | 0.013 | 0.026 | 0.044 |
| 2016 | -0.028 | -0.003 | 0.038 | 0.039 |
| 2015 | 0.134 | -0.027 | -0.069 | 0.061 |
| 2014 | 0.027 | 0.008 | -0.006 | -0.006 |
| 2013 | 0.021 | -0.003 | 0.087 | 0.060 |
| 2012 | 0.084 | -0.060 | 0.080 | 0.058 |
| 2011 | 0.022 | 0.019 | -0.214 | 0.059 |
| 2010 | -0.010 | -0.087 | 0.054 | 0.036 |
| 2009 | -0.117 | 0.118 | 0.151 | 0.036 |
| 2008 | -0.144 | -0.024 | -0.103 | -0.160 |
| 2007 | 0.033 | 0.079 | -0.018 | 0.004 |
| 2006 | 0.051 | 0.051 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.031 |
| 5 years | 0.079 |
| 10 years | 0.047 |