Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 10 |
| 1 month | 0.009 | 0 | 53 |
| 3 months | -0.014 | 0 | 20 |
| 1 year | 0.088 | 0 | 14 |
| 3 years | 0.074 | 0 | 24 |
| 5 years | 0.111 | 0 | 24 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.090 | — |
| 2022 | -0.048 | — |
| 2021 | 0.181 | — |
| 2020 | -0.114 | — |
| 2019 | 0.193 | — |
| 2018 | -0.107 | — |
| 2017 | 0.069 | — |
| 2016 | 0.154 | — |
| 2015 | 0.001 | — |
| 2014 | 0.020 | — |
| 2013 | 0.293 | — |
| 2012 | 0.194 | — |
| 2011 | -0.057 | — |
| 2010 | 0.154 | — |
| 2009 | 0.297 | — |
| 2008 | -0.345 | — |
| 2007 | 0.028 | — |
| 2006 | 0.150 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.031 | — | — | — |
| 2024 | 0.040 | 0.035 | 0.021 | 0.002 |
| 2023 | 0.036 | -0.008 | 0.032 | 0.028 |
| 2022 | -0.041 | -0.064 | -0.041 | 0.106 |
| 2021 | 0.061 | 0.055 | 0.023 | 0.032 |
| 2020 | -0.307 | 0.114 | -0.019 | 0.170 |
| 2019 | 0.081 | 0.013 | 0.017 | 0.072 |
| 2018 | -0.059 | 0.101 | -0.025 | -0.116 |
| 2017 | 0.023 | 0.000 | 0.023 | 0.021 |
| 2016 | -0.015 | 0.010 | 0.094 | 0.060 |
| 2015 | 0.046 | -0.005 | -0.069 | 0.033 |
| 2014 | 0.000 | 0.012 | -0.010 | 0.018 |
| 2013 | 0.098 | 0.021 | 0.074 | 0.073 |
| 2012 | 0.076 | -0.044 | 0.082 | 0.072 |
| 2011 | 0.005 | 0.004 | -0.096 | 0.035 |
| 2010 | 0.075 | -0.131 | 0.151 | 0.074 |
| 2009 | -0.097 | 0.162 | 0.218 | 0.014 |
| 2008 | -0.108 | -0.026 | -0.148 | -0.114 |
| 2007 | 0.029 | 0.034 | -0.015 | -0.019 |
| 2006 | 0.084 | -0.036 | 0.032 | 0.066 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.067 |
| 5 years | 0.107 |
| 10 years | 0.042 |