Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.048 | 0 | 25 |
| 1 month | 0.005 | 0 | 73 |
| 3 months | -0.004 | 0 | 40 |
| 1 year | 0.098 | 0 | 20 |
| 3 years | 0.068 | 0 | 35 |
| 5 years | 0.112 | 0 | 25 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.053 | — |
| 2022 | 0.028 | — |
| 2021 | 0.154 | — |
| 2020 | -0.147 | — |
| 2019 | 0.188 | — |
| 2018 | -0.113 | — |
| 2017 | 0.110 | — |
| 2016 | 0.090 | — |
| 2015 | 0.048 | — |
| 2014 | 0.044 | — |
| 2013 | 0.241 | — |
| 2012 | 0.175 | — |
| 2011 | -0.004 | — |
| 2010 | 0.106 | — |
| 2009 | 0.194 | — |
| 2008 | -0.208 | — |
| 2007 | 0.024 | — |
| 2006 | 0.197 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | — | — | — |
| 2024 | 0.016 | 0.041 | 0.033 | 0.002 |
| 2023 | 0.019 | -0.029 | 0.037 | 0.026 |
| 2022 | 0.015 | -0.017 | -0.050 | 0.084 |
| 2021 | 0.090 | 0.045 | -0.004 | 0.017 |
| 2020 | -0.310 | 0.092 | -0.056 | 0.198 |
| 2019 | 0.091 | 0.004 | 0.020 | 0.064 |
| 2018 | -0.049 | 0.087 | -0.024 | -0.121 |
| 2017 | 0.032 | 0.023 | 0.021 | 0.030 |
| 2016 | -0.026 | 0.012 | 0.071 | 0.032 |
| 2015 | 0.056 | -0.012 | -0.029 | 0.034 |
| 2014 | 0.001 | 0.018 | 0.009 | 0.015 |
| 2013 | 0.094 | 0.013 | 0.058 | 0.059 |
| 2012 | 0.064 | -0.020 | 0.070 | 0.053 |
| 2011 | 0.014 | 0.019 | -0.079 | 0.047 |
| 2010 | 0.053 | -0.084 | 0.087 | 0.056 |
| 2009 | -0.130 | 0.124 | 0.173 | 0.041 |
| 2008 | -0.123 | -0.017 | -0.052 | -0.031 |
| 2007 | 0.020 | 0.025 | -0.019 | -0.002 |
| 2006 | 0.078 | -0.031 | 0.065 | 0.077 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.060 |
| 5 years | 0.107 |
| 10 years | 0.040 |